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New Partnership to Enhance Tax and Accounting Efficiency

On August 13, 2026, Verito and Truss announced a strategic partnership aimed at transforming the operations of tax and accounting firms. This collaboration seeks to modernize traditional workflows and eliminate labor-intensive tasks through automation, allowing firms to focus more on their core responsibilities.

What This Means for Accounting Firms

Verito, recognized for its secure cloud hosting solutions tailored specifically for tax professionals, is teaming up with Truss, a comprehensive tax workflow platform. The partnership promises that Verito's 1,000+ client firms will benefit from enhanced automation capabilities, while Truss clients will gain access to secure hosting for their tax software and associated files. This integration enables firms to retain existing tools and systems while improving operational workflows.

Many accounting firms invest excessive hours on menial tasks related to tax preparations, such as document collection, sorting files, building workpapers, and handling client payments. These activities consume valuable time that could be better spent on delivering high-quality services to clients. The introduction of Truss as part of Verito's hosting solution aims to alleviate these burdens by automating repetitive administrative tasks.

Key Features of the Partnership

With this alliance, firms utilizing Verito's private servers can now seamlessly integrate Truss alongside their existing software solutions. Here’s what firms can expect:

• - Automated Document Handling: Instead of an influx of disorganized documents, firms can receive well-organized files that simplify the workflow.
• - Standardized Workpapers: All workpapers will be delivered in a pre-arranged order, allowing for a more efficient review and filing process.
• - Streamlined Payments and Signatures: Clients can sign documents and make payments in a single, efficient session.
• - Compatibility with Existing Software: Firms can continue using their currently deployed tax tools, such as Drake, UltraTax, Lacerte, and ProSeries, securely hosted in one environment.

As Jatin Narang, CEO of Verito, pointed out, the objective is to find ways to provide automation benefits without disrupting existing workflows. The partnership with Truss empowers firms to elevate their efficiency without the need for significant transitions or training.

Enhanced Security Measures

Data protection is paramount in today's digital landscape. Both Verito and Truss have built their services with security as a priority. Truss operates under strict SOC 2 Type II standards and encrypts all client data with AES-256, ensuring high levels of security during data transfers. Furthermore, Verito guarantees their hosting environments exceed IRS and FTC regulations, validated by SOC 2 Type II and ISO 27001 certifications.

Why Choose This Partnership?

Firms that choose to leverage Truss with Verito hosting can experience a transformational impact during busy tax seasons:

• - They will reclaim precious hours that would otherwise be spent on filing season tasks.
• - They can maintain their existing software setups while integrating new automation tools.
• - Firms will receive dedicated support from Verito within 60 seconds of reaching out, enhancing client service.
• - Verito's month-to-month contracts offer firms the flexibility to choose software that aligns with their unique practice needs.

About Verito and Truss

Verito was established in 2016, and since then, it has carved a niche for itself, exclusively providing cloud hosting and managed IT services for tax and accounting firms. With a commitment to reliability and security, the company boasts a 100% uptime rate and a strong customer satisfaction score.

Truss, on the other hand, focuses on streamlining the tax workflow for accounting firms. Their platform covers everything from client intake to final delivery, integrating advanced features such as AI-assisted preparation. Both companies are dedicated to enabling firms to transition to a more automated, productive stance in their workflows, eliminating unnecessary hurdles during the tax season. For additional information, visit Verito and Truss.