Claremont, CA
2022
Small (21–50 employees)
Max AI is Truss’s AI tax research assistant, designed to work directly within a firm’s existing tax workflow. It can help with tax research, return analysis, document lookups, planning questions, and client email drafting without requiring users to leave Truss. Research Mode can also be used for deeper analysis involving current tax rules, IRS guidance, or case law.
Max AI is a tax assistant that already knows the client. It’s automatically scoped to only the relevant client or entity; pulling from the tasks, files, and documents already attached. No re-uploading returns, no pasting context, no cross-contamination between clients. Every conversation saves as a searchable thread tied to the client.
Because Max works from the client context already maintained in Truss, users can ask it to identify unusual items or year-over-year changes in a return, suggest planning considerations, search connected Gmail or Outlook messages for relevant client context, and turn responses into editable client emails. Client data is isolated by firm and user, encrypted at rest and in transit, and not used to train AI models.
All Firm Sizes
Managing Partner / Firm Owner Senior Partner (Tax / Audit / Advisory) Director of Operations Head of Tax / Tax Partner
Monthly/Annual Subscription
Live Chat
2022
Firm-level pricing
Karbon
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Truss covers client intake and document collection, workpapers, AI-assisted prep routing, return delivery, e-signatures, K-1 distribution, invoicing, payments, and follow-up reminders in one connected workflow.
Truss uses passwordless magic links so clients can securely upload documents, complete checklists, sign forms, receive returns, and take other required actions without creating or managing a traditional portal login. Automated reminders and centralized task tracking are designed to reduce follow-up friction for both clients and firm staff.
No. Truss is a workflow layer that works alongside existing tax software, organizing the steps before and after preparation while remaining compatible with major tax suites.
Truss integrates with Gmail and Google Calendar, Office 365 email and calendar, Karbon, Typeform, QuickBooks, Filed, and K1x. It also works alongside multiple major tax-preparation systems.
Truss is SOC 2 Type II certified and describes AES-256 encryption at rest, TLS in transit, role-based access, audit trails, expiring links, and redundant multi-region backup and disaster-recovery protections.
