Truss Tribe Live Series
An ongoing series of live training webinars meant to grow your knowledge of the product, onboard new users, and ask us questions!
Hey Truss Tribe 👋
We’re kicking off something new… and we’re pretty excited about it 😄
🔥 Introducing the Truss Tribe Live Series — a weekly lineup of sessions designed to help you get the most out of Truss (without the boring training vibes).
Each session is focused, practical, and built around real workflows—so you can jump into the ones that matter most to you.
👉 Join one, or join them all—it’s totally up to you.
💥 What we’re covering:
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⚙️ Settings (from foundation → pro tips)
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🧩 Contacts, Entities & Drive
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🤖 Max AI
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🚀 Client Intake & Recurring Tasks
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📂 Organizers → Projects → Tasks → Client Experience (full workflow)
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📑 Workpapers
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📦 Assembly & Delivery
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🔐 File Sharing & E-Signatures
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🔗 Integrations (including Karbon + more)
Registration Links
Every Thursday, join us for Let’s Talk Truss: Live Q&A Session
Recordings
🌟 Settings: Build Your Foundation (Part 1)
⚙️ Settings: Power Moves & Pro Tips (Part 2)
🧩 Contacts, Entities & Drive: The Truss Backbone
🤖 Meet Max AI: Your New Sidekick
🚀 New Client Intake & Recurring Tasks
💡 Client Experience: Next-Level Experience
PDF Downloads
🌟 Settings: Build Your Foundation (Part 1)