Operational truth for tax resolution firms
Everything you need to run Truidian with confidence.
Authoritative product guidance, practical workflows, capability status, and reference material — written for the professionals who resolve what matters.
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What is Truidian
Truidian is the operating system for tax resolution firms — a single workspace that carries an engagement from intake through verified resolution.
Understand the system
The operating model
Truidian connects pipeline, matters, attention, work, and resolution into one accountable loop rather than disconnected tools.
What is live
Capability status
A single reference for what is Available, Simulated, or Planned across Truidian.
Security & trust
Security and trust
Truidian protects firm data with scoped access, secure authentication, and a traceable record of activity.
Browse by topic
Complete product guidance
Getting Started
Create your firm workspace and learn how Truidian is organized.
Core Concepts
The operating model behind matters, attention, and accountable execution.
Matters & Clients
Manage the people and cases at the center of every engagement.
Work & Calendar
Track commitments, deadlines, and the firm calendar.
Pipeline
Move prospective work from lead to engaged matter.
Files & Evidence
Store, organize, and rely on case documents and transcripts.
Billing
Invoice clients and collect payment through Stripe.
Operations & Automation
Run durable workflows with visibility and recovery.
AI Assistance
Use Truidian Assist safely with professional approval.
Client Portal
Give clients a secure window into their matter.
Firm Administration
Configure tenancy, roles, and firm-wide settings.
Security & Trust
How Truidian protects data and preserves an audit trail.
Integrations
Connected services and the status of each provider.
Reference
Glossary, capability status, and quick-reference tables.