Introducing Max

Max is our 24/7 tax advice chatbot, designed to help you get answers to your tax-related questions quickly and conveniently. Whether you're looking for guidance on standard HMRC procedures or need help understanding a specific tax issue, Max is available whenever you need support.

Max has been trained on HMRC best practices and can adapt to many customer-specific scenarios, including topics such as double taxation, capital gains tax on different properties, and more.

Our goal is to make tax support more accessible, helping you find reliable information faster while maintaining the highest standards of accuracy and transparency.

Why We Chose Max

At Taxd, our long-term vision is to use technology to do the heavy tax lifting for our customers, helping automate tax compliance and reduce administrative burdens.

However, technology should enhance human expertise—not replace it.

That's why we remain committed to providing access to our team of tax specialists whenever additional support is required. Max serves as a fast and convenient way to access trusted tax information, while our experts remain available for more complex situations.

How We Handle Your Data

We take data security and privacy seriously.

When you chat with Max:

• Your conversations remain confidential.
• The information you share is not used to train AI models.
• Your data is only accessible to authorised members of the Taxd team when necessary for support purposes.

Protecting customer information is a core part of how we operate.

What Max Is Good At

Max is designed to be a knowledgeable tax assistant with expertise across a wide range of HMRC-related topics.

It excels at:

• Explaining HMRC guidance in simple terms.
• Helping you understand tax processes and requirements.
• Directing you to relevant HMRC resources and forms.
• Recommending useful Taxd guides, videos, and educational content.
• Identifying when a query may require human support.

Examples of Questions Max Can Help With

• How do I file a tax return as a limited company?
• What is Making Tax Digital (MTD)?
• What is the HS302 form?
• How does double taxation relief work?
• What are the capital gains tax implications of selling a property?

Outside of Max's Scope

While Max can assist with many tax-related questions, some situations require deeper analysis and personalised advice from a qualified tax specialist.

Examples include:

• Cryptocurrency taxation.
• Multi-jurisdiction tax residency scenarios.
• Complex international tax arrangements.
• Situations involving multiple employments and varied income sources.
• Cases requiring detailed tax planning or specialist interpretation.

For these matters, our human specialists are best placed to provide tailored guidance.

Our AI Usage Policy

To ensure customers get the most value from Max, we have implemented an AI Usage Policy that outlines:

• What Max is designed to help with.
• The limitations of its expertise.
• Appropriate and inappropriate uses of the service.
• Circumstances where human assistance may be required.

By using Max, customers agree to follow the guidelines set out in our AI Usage Policy.

A Better Way to Access Tax Support

Max is designed to make tax support faster, easier, and more accessible. Whether you need help understanding a tax form, finding HMRC guidance, or getting pointed in the right direction, Max is available around the clock to assist.

And when your situation requires more specialised advice, our team of tax professionals is always here to help.

We hope you find Max as useful as we do.