Truss + Karbon
App integration via Karbon — Automatically update contact details and Karbon tasks when clients have provided all their documents.
Truss leverages AI to streamline tax workflows by automating the intake, organisation, and delivery of tax documents. Streamline your tax workflow with Truss further by automatically creating work items in Karbon when clients upload all their documents.
- Automatic work item creation: When clients upload all their documents, a work item is automatically created in Karbon, ensuring tasks start at the right moment.
- Navigate to Karbon contacts from Truss: Click the Karbon logo in Truss to jump directly to the matching Karbon contact.
- Single client record: Truss treats Karbon as the source of truth, so your contact and organisation data is maintained in Karbon.
- Eliminate redundant steps: The integration ensures no need for manual syncing or data entry, providing a seamless workflow.
This AI-first solution simplifies tax workflows and ensures timely, efficient document management without ever leaving Karbon.
About Truss
Truss is an AI-powered platform designed to simplify the tax process with features like automatic file renaming, secure return delivery, and intelligent workpaper management. By eliminating redundant steps and organising documents, Truss helps tax professionals work more efficiently. Truss ensures that client data remains secure, certified with SOC2 Type II compliance.
