General AI in Tolley+^™ with Protégé^™

Need to explore beyond core Tolley tax content with the security and reliability of Tolley+ with Protégé? General AI is just a toggle away

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All your work, tax and beyond, now in one secure place

Web search adds secure access to multiple General AI models inside Tolley+ with Protégé (formerly Tolley+ AI™), so you can work on tax and non-tax everyday professional tax tasks without switching tools.

Use Tolley+ with Protégé when you need trusted, citation-backed answers grounded in Tolley content, and use General AI when the task calls for broader external context beyond core tax research, such as client background, business context, brainstorming and other non-tax work.

Flexible choice of models

Choose the model that suits the task with clear drafting, strategic reasoning, deep research or polished tone.

Explore broader external context

Use web search for wider business and professional sources, then confirm tax points in Tolley+ with Protégé with citations.

Keep drafts and queries in the Tolley+ environment

Work in one place for better privacy, control, and consistency without copying client/business context into public tools.

Move from ideation to tax validation

Shape ideas and first drafts in General AI, then switch to tax AI in Tolley+ with Protégé for grounded research without losing control.

Avoid extra AI licences

Access multiple models in one place, without adding separate AI tools to your workflow.

Core capabilities of General AI in Tolley+ with Protégé

Security

Privacy by design
All activity remains within the Tolley environment with enterprise-grade safeguards, encrypted data handling and no model training on customer inputs. This helps protect confidential client and firm work.

Model choice

Pick the best
Select from multiple leading models for speed, depth, reasoning or tone, depending on the task in hand. Every response is clearly labelled so users know which model produced it.

Web grounding

Broader context
General AI can draw on open-web sources for wider business and professional context when the task goes beyond core tax materials. Use it for client research, adjacent regulation and other non-tax work before switching to Tolley+ with Protégé for grounded tax research.

Citation checking

Verify citations
Use citation checking to reduce risk when exploratory research moves into tax work. Where cases or legislation can be matched against Tolley content, they are verified and linked; where they cannot, they are clearly flagged for checking.

Deep research

Go further
Explore topics in more depth with structured research that scans widely and pulls together useful background, themes and context. Use it for horizon scanning, client preparation and issue mapping before finalising tax analysis.

Seamless control

One-click toggle
Switch between General AI and grounded tax AI in Tolley+ with Protégé in a single workflow and keep your context in one place. Reduce tool-switching, keep oversight and move more easily from exploration to grounded tax validation.

How General AI in Tolley+ with Protégé can help

Research a client’s business, public statements, market position and wider context before a meeting or project. General AI helps bring that broader picture together in one place before tax points are validated in Tolley+ with Protégé.

Get up to speed on a client’s position, public statements, consultation responses, and market commentary. Use web search for recency, then validate tax assertions back in Tolley+ with Protégé.

Turn meeting notes into a clean summary with actions, risks, and follow-up, ready to share with the client team or stakeholders.

Draft a project plan for a tax deliverable (for example, Pillar Two readiness, governance processes, or data-gathering plans), then switch to Tolley+ with Protégé to confirm technical touchpoints.

Outline a presentation and use General AI to improve clarity and flow before you present to partners, finance, or the board.

Draft internal updates (policy reminders, process changes, or “what’s changed” notes) and keep everything in one secure workflow.

Brainstorm positioning and structure for a proposal or client meeting pack, then ground the technical tax sections in Tolley+ with Protégé.

Summarise external developments and perspectives quickly using web search, then verify and refine anything you intend to rely on or publish.

Create a first pass at a memo, improve structure and tone, and generate alternative versions for different audiences (tax team, finance, non-specialists).

Scan widely for emerging developments, consultation activity, and adjacent regulatory change, then move into Tolley+ with Protégé for grounded tax analysis.

Prepare clear talking points and a short briefing for senior stakeholders, then confirm any technical assertions in Tolley+ with Protégé before circulation.