The Truss Docs Outlook Add-in is the most simple way for CPAs, Attorneys and Financial Advisors to request files from clients.
Sign Up: Our Truss Docs Outlook Add-in requires you to first sign up for Truss and create an account. To do so, please visit gettruss.io and schedule a demo with us.
You can learn how to use Truss here.
For more general information, please visit gettruss.io.