Truss helps firms automate the full tax engagement lifecycle. From intake and document collection to prep, engagement letters, e-signatures, payments, workpapers, and final delivery—all in one seamless platform.


Accounting

Business Development

Business Tools

Consumer Software

Documentation

Legal Tech

Software

Truss

Daniel Pinkous

Zach Mansell

Robbie Somers

Jonathan Marshall

Ken Kantzer

This department focuses on generating new business opportunities and nurturing leads through initial outreach and engagement.

Sales Development

This department is responsible for developing strategic partnerships and driving sales across various market segments.

Sales

This department focuses on ensuring customer satisfaction and retention by providing support and guidance throughout the customer journey.

Customer Success

This department focuses on designing, coding, and maintaining software applications.

Engineering

This department oversees the engineering functions and strategic direction of technology development within the organization.

Engineering Leadership

This department is responsible for managing the sales process and supporting the sales team to achieve their objectives.

Truss

Org chart

Teams

Sales Development

Sales

Customer Success

Engineering

Engineering Leadership

Sales Operations

Offices