Tax AI solutions
AI is everywhere but it’s not all created equally. Here you can learn how Tolley® brings a long history of tax excellence and global technology together for a UK specific tax AI - Tolley+ AI Protégé™.
Why you need AI that's built for tax work
Built-for-tax AI understands tax professionals. It is trained by them. It reflects how you think, write and reason. Every response is grounded in trusted Tolley content with citations you can read, trace and verify.
This is AI designed to work across your full tax workflow. From first question to polished advice. Other technologies may claim relevance. But true tax AI is judged by its source material, its structure and its ability to surface the relevant material quickly.
Trained on UK tax content, terminology and standards
Tailored to real-world workflows across research, analysis and review
Structured to cite, support and explain each answer with transparency
Personalised to you and your specific work material
For over 100 years, Tolley has evolved alongside the tax profession. Not chasing trends but by solving the real problems tax professionals face at the time. In 1916, Charles Tolley published the world’s first tax tables. A breakthrough that transformed how tax was understood and applied. As technology capabilities and complexity evolved, Tolley led the profession into the digital age. In 1997, Tolley launched its first online research database. By 2006, more than 10 million user IDs had been issued. As tax work became faster, professionals needed guidance they could act on. Tolley expanded beyond research into structured, practitioner-led intelligence: Tolley+ brings together decades of authoritative content, guidance and current awareness into a single, modern research experience. Designed for how tax professionals actually work today.
A century of tax authority
This is the story of how Tolley became the most trusted name in UK tax. How that legacy now powers a new era of intelligent, AI-enabled tax work.
The foundation of authority
Over the next century, Tolley became synonymous with authoritative tax interpretation, relied upon by practitioners, advisers, courts, tribunals and HMRC itself.
Cornerstone works such as Simon’s Taxes and De Voil’s set the benchmark for depth and precision. These titles remain, are constantly updated and are frequently cited in court.
The Tolley principle was established:
Depth. Trust. Authority.
The digital transformation
Tolley didn’t just digitise content, we re-engineered tax research. Introducing searchable legislation, intelligent cross-references, and structured navigation.
The Tolley principle evolved:
Speed and accessibility, without compromise
Structured intelligence
& workflow enablement
Taking over 500 trusted sources, 30,000+ cases, and coverage across 100+ jurisdictions and digesting that into step-by-step explanations, worked examples, templates, and checklists written by experts.
The Tolley principle sharpened:
Reduce effort. Reduce risk. Increase confidence.
Everything Tolley knows.
One intelligent platform.
Tolley+ AI Protégé represents the next evolution of Tolley’s century of innovation. Helping users work smarter, find answers faster and save time.
AI should meet the same standards as your team
Many tools claim to support tax work. Few are built for it. To tell the difference, you could start by asking:
Can you verify its answers?
Is the content from a trusted source?
Does the language match UK practice?
Is it integrated with your workflow or floating above it?
Is your customer data safe in it?
Our market research shows three common concerns for tax professionals:
Hallucinations
False answers that sound convincing.
Data privacy
Risking confidential info with public models.
Misunderstanding context
May miss tax-specific nuances.
Tolley built AI that understands what you actually do, not just what you type. It searches across research and guidance to deliver grounded answers with full citations.
Tax AI in action
This is not guesswork. It's understanding first, retrieval second and generation third. One example of the many building blocks that make Tolley+ AI Protégé built for tax professionals.
Step 1
Interpret your prompt
Understands what you are trying to achieve and identifies the best approach to support that task.
Step 2
Search legislation, case law and guidance
Runs a unified query across primary law, secondary sources and practical materials in one search.
Step 3
Apply authority, currency and recency checks
Prioritises what is most reliable and up to date using verified validation methods.
Step 4
Re-rank for UK tax context
Reorders results using tax-specific logic, making the most relevant information appear first.
Step 5
Validate every citation
Checks that all authorities are correctly applied and current so results can be checked by you.
Step 6
Build a response grounded in trusted content
Generates your answer using only the sources identified in the process.
Industry-leading customer support
Our products are intuitive and shouldn't require any training, but if you or your team would like it, we make sure it's available at a time that works for you.
Structured onboarding
Start strong with structured onboarding and ongoing support that fits around your workload and priorities. Your dedicated Account Manager will act as your single point of contact, focused on understanding your goals and helping you get the most from your subscription.
Dedicated training sessions
Real-time guidance with product experts when you need it, with regular opportunities to ask questions and dive deeper into product features that matter most to you.
Training materials
Instant access to training videos, how-to guides, and fast answers to frequently asked questions.