Tableau Prep

Tableau Prep

Salesforce
+
+

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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.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies looking for a data preparation solution to combine, shape, and clean their data for analysis

Audience

Accounting and tax professionals wanting a tool to reduce manual document handling, improve client experience, and increase efficiency through secure, automated workflows

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$70 per user per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Salesforce
Founded: 1999
United States
www.tableau.com/products/prep

Company Information

Truss
Founded: 2022
United States
gettruss.io

Alternatives

Alternatives

Easy Data Transform

Easy Data Transform

Oryx Digital Ltd
UltraTax CS

UltraTax CS

Thomson Reuters

Categories

Categories

Integrations

ATX
Alteryx
Amazon
Amazon Web Services (AWS)
Axcess Merchant Services
CCH ProSystem fx
COZYROC SSIS+ Suite
Drake Tax
Intuit ProSeries Tax
Lacerte
Microsoft Excel
Microsoft Power Query
Oracle Cloud Infrastructure
ProConnect Tax
SAP Cloud Platform
Tableau
UltraTax CS

Integrations

ATX
Alteryx
Amazon
Amazon Web Services (AWS)
Axcess Merchant Services
CCH ProSystem fx
COZYROC SSIS+ Suite
Drake Tax
Intuit ProSeries Tax
Lacerte
Microsoft Excel
Microsoft Power Query
Oracle Cloud Infrastructure
ProConnect Tax
SAP Cloud Platform
Tableau
UltraTax CS
Claim Tableau Prep and update features and information
Claim Tableau Prep and update features and information
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