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 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

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

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 Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$70 per user per month
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

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

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 Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

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

Data Cleansing Supported
Data Preparation Supported

Categories

AI Tax Supported
Corporate Tax Supported

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
Microsoft Excel Supported
Microsoft Power Query Supported
Oracle Cloud Infrastructure Supported
ProConnect Tax Not Supported
SAP Cloud Platform Supported
Tableau Supported
UltraTax CS Not Supported

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
Microsoft Excel Not Supported
Microsoft Power Query Not Supported
Oracle Cloud Infrastructure Not Supported
ProConnect Tax Supported
SAP Cloud Platform Not Supported
Tableau Not Supported
UltraTax CS Supported
Claim Tableau Prep and update features and information
Claim Tableau Prep and update features and information
Claim Truss and update features and information
Claim Truss and update features and information