In this episode of The Fun CPA Podcast, Yuri sits down with Daniel Pinkous, founder and CEO of Truss, for a conversation about the messy, frustrating reality of tax workflow.

They talk about why client document collection still creates so much friction for CPA firms, how Truss is trying to make that process easier, and why the best software should remove headaches instead of creating another system to manage.

Daniel also shares the story behind building Truss, from entering the accounting space as an outsider to bootstrapping the company through some very real founder pressure. It’s a conversation about better systems, better client experiences, and building something that actually solves the problems firm owners deal with every day.

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Learn about Truss here: https://gettruss.link/thefuncpa

Episode Highlights:

0:00 - Intro

1:03 - Meet Daniel Pinkous and Truss

2:52 - How Daniel found the CPA workflow problem

5:15 - What Truss does for tax firms

7:04 - Why client intake breaks down every year

13:41 - Replacing the traditional portal experience

16:30 - Using AI to clean up document collection

20:50 - Smarter questionnaires and client checklists

25:19 - Automating workpapers and tax organization

30:00 - Prep partnerships and outsourcing options

36:23 - Max AI, transcripts, and reducing missed items

41:02 - Making return delivery easier for clients

44:10 - Building Truss without outside funding

49:40 - The hard moments of bootstrapping

53:14 - Faith, support, and staying grounded

57:36 - Where to find Daniel and Truss

ABOUT HOST YURI KAPILOVICH

Yuri, aka #thefuncpa, has been in the accounting profession for over 15 years and has seen, first hand, the challenges the profession brings. After seeing that no firm was fitting the bill, Yuri set out to do things his own way with his firm K&A and the journey began with LinkedIn posting at the front end.

Yuri is proud to bring you #thefuncpa podcast highlighting the fun and all the amazing opportunities our profession can bring us all.

CONNECT WITH YURI KAPILOVICH

LinkedIn: https://www.linkedin.com/in/ykapilovich/

Website: https://www.thefuncpa.co/

CONNECT WITH DANIEL PINKOUS

LinkedIn: https://www.linkedin.com/in/daniel-p376152/

Website: https://gettruss.link/thefuncpa