Tableau PrepSalesforce
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Related Products
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About
Tableau Prep changes the way traditional data prep is performed in an organization. By providing a visual and direct way to combine, shape and clean data, Tableau Prep makes it easier for analysts and business users to start their analysis, faster. Tableau Prep is comprised of two products: Tableau Prep Builder for building your data flows, and Tableau Prep Conductor for scheduling, monitoring and managing flows across the organization. Three coordinated views let you see row-level data, profiles of each column, and your entire data preparation process. Pick which view to interact with based on the task at hand. If you want to edit a value, you select and directly edit. Change your join type, and see the result right away. With each action, you instantly see your data change, even on millions of rows of data. Tableau Prep Builder gives you the freedom to re-order steps and experiment without consequence.
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About
Truss is a tax workflow automation platform aimed at tax professionals. It helps streamline the entire document lifecycle: securely requesting, organizing, annotating, delivering, and storing client documents. It uses AI-powered client-specific checklists (drawing from your tax prep software) so each client is only asked for what they need; it auto-sorts and intelligently renames files uploaded by clients; converts image files (jpg, png, HEIC, etc.) to tax-prep-friendly PDFs; supports e-signatures; offers automatic reminders to clients; and allows login-free uploads so clients don’t have to create accounts just to send files. It integrates with tax prep tools like Axcess, Ultratax, Drake, ProSystemFX, ProConnect, ProSeries, Lacerte, and ATX. Security is a strong focus; Truss is SOC 2 certified, uses AES-256 and Bcrypt encryption, follows OWASP-style standards, and ensures client data is never used to train large language models.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Companies looking for a data preparation solution to combine, shape, and clean their data for analysis
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Audience
Accounting and tax professionals wanting a tool to reduce manual document handling, improve client experience, and increase efficiency through secure, automated workflows
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$70 per user per month
Free Version
Not Supported
Free Trial
Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationSalesforce
Founded: 1999
United States
www.tableau.com/products/prep
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Company InformationTruss
Founded: 2022
United States
gettruss.io
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
ATX
Not Supported
Alteryx
Supported
Amazon
Supported
Amazon Web Services (AWS)
Supported
Axcess Merchant Services
Not Supported
CCH ProSystem fx
Not Supported
COZYROC SSIS+ Suite
Supported
Drake Tax
Not Supported
Intuit ProSeries Tax
Not Supported
Lacerte
Not Supported
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Integrations
ATX
Supported
Alteryx
Not Supported
Amazon
Not Supported
Amazon Web Services (AWS)
Not Supported
Axcess Merchant Services
Supported
CCH ProSystem fx
Supported
COZYROC SSIS+ Suite
Not Supported
Drake Tax
Supported
Intuit ProSeries Tax
Supported
Lacerte
Supported
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