AvailableLast reviewed July 22, 2026
Capability status
A single reference for what is Available, Simulated, or Planned across Truidian.
Who this is for: Everyone evaluating what is live
This page is the canonical reference for the maturity of each capability. Use it whenever you need to confirm whether something is live.
Available today
- Accounts & firm setup
- Email/password auth and firm tenancy.
- Pipeline, matters, clients
- Core operating objects and lifecycle.
- Attention, work, calendar
- Prioritization and commitment tracking.
- Files, operations, assistant, portal
- Case files, durable workflows, Truidian Assist, client portal.
- Billing
- Stripe Checkout payment collection.
Simulated
- IRS transcript delivery
- Modeled end to end; not a live IRS connection.
- E-signature
- Signing modeled in-product.
- Email & SMS
- Messaging modeled in-product.
- Calendar sync
- External two-way sync not yet live.
Kept current
As simulated capabilities become live connections, this page and the affected articles are updated together.
Related guides
Integrations
A clear picture of which external services are live and which are simulated today.
Glossary
Definitions for the core terms used throughout Truidian and this documentation.
What is Truidian
Truidian is the operating system for tax resolution firms — a single workspace that carries an engagement from intake through verified resolution.