What Max AI Does
Max is an AI assistant built into Truss. It works inside your existing client and project context and can help with:
Tax research (with vetted sources and explanations)
Return analysis (flagging unusual items or year‑over‑year changes)
Tax strategy and planning ideas
Email drafting and client communication
All chats are scoped to a specific client/entity or project and can be saved as reusable threads.
Where to Find Max AI
You can access Max AI:
From within a project (best option)
From a contact/entity page
From the Max AI dropdown section, where you can browse and search your existing threads
If you open Max AI outside of a project, use the Select entity control at the bottom to pick the client/entity so Max has context.
Chat Context & Threads
When you open Max AI inside a client or project, that context is automatically applied.
Any chat you start is tied to that entity/project.
You can:
Search threads by title and date
Reopen previous conversations
Delete threads if needed
Temporary (Private) Chats
Use the Temporary toggle at the top if you want a one‑off chat that is not saved as a thread.
This is useful for quick experiments or sensitive questions you don’t want in the shared history.
Getting Started: Suggested Prompts
When you first open Max AI, you’ll see prompt suggestions such as:
Email drafting
Example: “Draft an email listing any open items for this client and requesting their response.”
Return analysis
Example: “Review this return and flag any unusual items or changes worth discussing.”
Tax research
Example: “What are the current Section 179 and bonus depreciation rules for 2025?”
Max will cite vetted sources and show you its reasoning.
Tax planning
Example: “Suggest tax planning strategies I should discuss with this client.”
Client Emails*
Example: "Find recent emails with this client that may be relevant for tax prep"
You can use these as‑is or adapt them to your specific situation.
* To have Max review and reference client emails in its answers, you must have the Gmail or Outlook email integration enabled in Truss and emails from that client's email address.
Using the Post‑Response Toolbar
After Max responds, you’ll see options below the answer:
Compose Email
Automatically opens a new email draft (inside the project) and copies the full AI response into the body.
You can then edit, add your tone, and send.
Rerun in Research Mode
If the answer feels too light, use Research mode to rerun the same prompt with deeper research.
You don’t have to retype your question.
Feedback (Good/Bad)
Mark responses as helpful or not.
This helps improve prompts, tools, and catch confusing answers over time.
Email Integration (Gmail / Outlook)
If your firm has connected Gmail or Outlook to Truss and enabled email creation:
When you ask Max AI a question in the context of a client, it can:
Search the 20 most recent emails from the last ~60 days for that client.
Pull in relevant snippets to answer your question or draft emails.
Show the email subject and context where it used that information.
This gives you a single place to reason over both the return and recent client communications.
How Max Uses Project Data
When you ask a question inside a project, Max can look at:
Tasks
Files and documents attached to that project
Client emails with the same contact email address
It then pulls in relevant pieces to answer your questions (e.g., explaining estimated payment vouchers, prior year numbers, etc.), without you having to upload the same documents again.
Truss Support vs. Tax Questions
Max is for tax work and client/project analysis. If you have a question about using Truss itself:
Type your question as usual.
If Max detects it’s a Truss product question, you’ll see an option to send it to support.
Click the button – your question is copied into the Truss support widget and routed to the support team.
Use this flow for things like “How do I change a client’s email?” or “Why didn’t this voucher show up?”.
Security & Data Handling
Max AI only runs inside the current client/project context you have open.
It does not mix data between different clients, projects, or entities.
No data is used to train the underlying AI models.
Max is built within Truss’s SOC 2 Type 2 compliant environment.
Unlike generic AI tools, you don’t need to re‑upload tax documents to an external system; Max uses the documents already attached in Truss.
If your firm prefers not to use Max AI, Truss support can turn it off at the firm level or for specific users.
Pricing & Access
Max AI is free for all users until April 15.
Standard price: $99 per user per month, paid annual upfront
Firms that purchase before April 15 get a 50% discount ($49 per user per month, paid annual upfront) for the first year.
Contact Truss or your account manager for firm‑wide rollout, seat management, or to opt out.
Best Practices for Your Team
Always work inside a client/project when possible, so Max has full context.
Use temporary chats for “scratchpad” questions.
Use Compose Email to speed up drafts, but always review and edit before sending.
Provide feedback on answers (good or bad) to help improve quality.
⚠️ Max AI is a powerful assistant, not a replacement for professional judgment.
Always:
Review AI answers for accuracy and completeness before relying on them.
Verify any tax law citations, thresholds, and conclusions against authoritative sources (IRC, regs, official guidance, or your firm’s research tools).
Confirm that any suggested client communications (emails, letters, explanations) are appropriate for your client and engagement.
You remain responsible for all advice, filings, and communications sent to clients.