How to integrate Truss with Filed

View the walkthrough below to integrate your Truss account with Filed.

1. Integrate Truss

• Log in to your Filed account.

• In the left panel, go to Connect > Integrations.

• Under Practice Management, find Truss, and click Connect.

• Review details, and click Connect.

• View the Truss Integration Consent pop up, and click Authorize.

• Next, view filters and select the filters that include your 1040 clients that should be moved over to Filed.

• Click Configure.

• Click I'll do this later.

2. Import your clients:

• Return to Integrations page in Filed.

• Under Practice Management > Truss, and click Import Clients.

• Click Start Sync.

• View your imports, and select Add + for all relevant clients. You may import multiple clients at once.

  • Once selected, you should see all files associated with this client.

• Click Import to Filed.

• Click Continue. Once your clients are imported, they'll show up as processing in your Filed homepage. You're done!

  • Tip! You can always return to Integrations > Practice Management to add more clients and reconfigure your filters for your Truss integration.

To view the step-by-step instructions with screenshots, scroll through the walkthrough below. To expand the images, click the arrow button in the top right.