Truss
ChatGPT pluginLook up clients and projects
Truss is the tax workflow platform for tax and accounting firms, covering client intake, workpapers, preparation, and delivery. This plugin brings your firm's Truss data into ChatGPT.
Search contacts, entities, and projects. Check an engagement's status and due date. See which tasks a client still owes and which are awaiting review, and list the documents they have uploaded. When something is missing, create a to-do task on the project to request it.
Nine of the ten tools are read-only; Create Task only adds a task and never edits or deletes anything. You sign in with your existing Truss account through OAuth and see only what your Truss role already allows, scoped to your firm. Requires a full-access Truss user.
- Featured
- No
not on the featured shelf
Movement
From our daily snapshots over the last 30 days.
Rank by placement
Rank in Business & operations
In its category
How this plugin compares with others in the same category. Positions are counted within the category, not across the whole directory.
Business & operations1,504th of 1,570 by placement
| # | Plugin | Position | 7d |
|---|---|---|---|
| 1502 | #8284 | — | |
| 1503 | #8286 | — | |
| 1504 | #8303 | — | |
| 1505 | #8304 | — | |
| 1506 | #8307 | 1,295places down |
Also on other marketplaces
Example prompts
- “Find a client in Truss and show me their open engagements.”
- Categories
- Sign-in
- On Install
- Availability
- Available
- Version
- 0.1.0
- Created
- October 13, 2026
- More info
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