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r/taxpros • … • u/AliasLloyd

Any Firms Here Using Truss?

My firm signed up with Truss in June and it has been great so far for gathering documents from clients. I'm curious if anyone else here is using it and might have some insights on any best practices.

The biggest thing I'm wondering is how you are using Truss with your practice management system. We are currently looking for new PM software and are currently using Practice CS. We only use Practice for time and billing and don't use the project management or other features.

Any thoughts that community has would be appreciated.

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