Tolley’s Practice Management Tools provides a complete set of tools for your needs
Tolley’s Practice Management Tools provides a set of engagement letters and accompanying drafting guidance for letters of engagement, schedules of services, terms and conditions, privacy and cancellation notices. In addition, the source also provides basic templates for employment contracts, and policies on anti-money laundering, equality, data protection, grievances, health and safety, internet and email use, remote and flexible working, and maternity/paternity/shared parental leave and global mobility. There is also a section of case studies taken from real-world situations. Access on Tolley+™ Research.
Ground your advice in authority – whatever the subject
Access a wealth of expert knowledge and experience
Have confidence your information is up to date
Easy to use – saving you research time
Pinned sources
Build your personalised selection of titles on the virtual bookshelf. Easily return to your most used sources or narrow your search to just one or a select handful.
Advance searching & browsing
Natural language search and dynamic filters allow you to browse through titles and chapters or find the specific answers you're searching for faster. Plus with TolleyThis! extension you can search Tolley+ from any website as well as within Office.com.
HMRC versioning
Only Tolley's HMRC Manual Comparator lets you quickly identify and redline any recent additions or deletions that have been made to any HMRC Manual document you are viewing. It serves as a vital resource for professionals needing to reference past views or historical positions held by HMRC.
Starting Points
Revolutionise your research experience. These curated pages provide a comprehensive topic overview, including summaries, the essential legislation underpinning the topic, related content, and HMRC manuals.
Notes
Add your own notes directly within the platform, capturing your thoughts and insights seamlessly and securely. Admins can add notes visible to your entire organisation subscription, while your notes remain unique to you.
Folders
At Tolley, we understand that every professional has their own unique workflow and organisational needs. That's why we've introduced Folders, a powerful new feature that allows you to save and categorise documents in custom folders, tailored to your preferences.
Research history
With our intuitive Research History feature, you can effortlessly track and revisit your past research activities, ensuring no valuable insight is ever lost. This tool is designed to save you time by providing quick access to previously viewed documents and searches, allowing you to build upon your past work without the need to start from scratch.
News alerts and analysis
News alerts as developments happen, commentary and analysis on the latest developments in tax and specialist case summaries. Allowing you to find new opportunities for clients quickly, whilst ensuring the information you get is always accurate.
Practice management tools
Access a suite of resources in the form of focused proforma documents and policies tailored to meet the needs of your practice.
Think Tax. Think Tolley.
Browse consolidated UK tax legislation, accountancy standards and principles, and UK tax cases from our in-house experts in an easy to digest and navigate format.
Stay on top of new developments
Receive news alerts and links to the latest commentary and analysis, new developments and case summaries so you are always up-to-date.
Instant access to expert advice
Tolley+ Research includes access to our practice support helpline. Fast track the process of getting answers to even the most complex tax issues, with a team of experienced experts ready to help you solve any tax query you may have.
Flexible payment terms
Select the content that's right for you, your business and your clients. Flexible pricing means you only pay for what is relevant for your needs.
