Tax intelligence, all in one place

Tax research, practical guidance and trusted AI workflows, connected in one platform
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Your complete tax knowledge base

Research. Guidance. AI support. Everything tax professionals need to move faster.

Tax questions rarely have one perfect source. You might need legislation, HMRC materials, case law, expert commentary, and then the practical steps to apply it—with a clear audit trail of what you relied on.

Tolley+™ brings it together: trusted tax research, step-by-step guidance, practical tools and trusted AI support, all connected in one place, so you can move from “what does the law say?” to “what should we do next?” without breaking your flow.

The Tolley+ ecosystem

A fully connected experience - designed for the way tax professionals actually work today.

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One tax research and guidance platform. Every answer.

Make confident decisions with the UK's most authoritative tax content

Work faster with practical tax guidance linked to the underlying authority

Move from research to review-ready work with trusted AI support throughout

Reduce risk by grounding every task in trusted, up-to-date information

Tax professionals told us what slows them down. So we fixed it.

“I can find the rule—but I still need to work out what to do next."

Tolley+™ connects the underlying authority (legislation, cases, HMRC materials and commentary) with practical guidance, examples and workflow tools—so you can move from research to action without switching systems.

“I’m spending too long digging through results to find the one source I can cite.”

Tolley+ is built to get you to the most relevant material fast—with advanced AI search, curated starting pages and cross‑referencing that helps you move from question to citation without losing time on detours.

“I need to evidence the HMRC manual guidance we relied on when we signed off the advice.”

Use HMRC Versioning to compare the current HMRC manual against earlier versions and see additions or deletions in a clear redlined view—so you can show what changed, and support decisions made at the time.

“When a query falls outside my usual tax area, I need clear steps I can trust—and pass on.”

Tolley+™ Guidance is structured around how tax work is done, with step-by-step notes, interactive flowcharts, templates and worked examples—so you can handle unfamiliar areas with confidence and delegate parts of the work without compromising quality.

“Routine work still needs accuracy, consistency and review.”

Tolley+ with Protégé helps you work through recurring tax tasks with expertly built AI workflows. Guided steps help structure the work, reduce repetition and support more consistent, review-ready outputs.

“We need a consistent internal position, not everyone doing it their own way.”

Tolley+ helps teams apply consistent approaches by bringing trusted content, internal notes and shared best practice into the research workflow. With Tolley+ with Protégé, this evolves further: custom workflows will soon allow teams to capture preferred processes and turn repeatable work into guided steps that can be used more consistently across the firm.

“AI is useful, but I don’t trust answers I can’t check.”

Tolley+ with Protégé is purpose-built for tax professionals. Ask complex tax questions, work through guided workflows and analyse documents with outputs grounded in trusted Tolley content and linked citations you can trace and verify before using.

“We lose time re-finding what we already solved.”

Save and categorise documents using Folders, and revisit previous work using Research History—so valuable research doesn’t disappear in someone’s browser tabs.

“Sometimes you just need a second opinion before you sign off a position.”

Tolley’s Practice Support Helpline fast-tracks answers on complex tax issues, connecting you to experienced tax consultants (with deep private practice and HMRC experience) so you can sense-check a position and move forward with confidence.
A day in the life of a tax adviserHow Tolley+ simplifies the journey

From first question to review-ready work, here’s how Tolley+ supports every step. Hover over the icons below to learn how seamless integration powers real tax work.

The question lands

A client or business query arrives—urgent, unfamiliar, high risk. Tolley+ gives you one search bar to start finding answers.

Find the authority fast

Search across legislation, case law, commentary and HMRC materials—without switching tools.

Understand what to do next

Move from “what the rule says” to “what to do next” with practical guidance, trusted AI support and workflows that help structure the task ahead.

Draft with confidence

Create clear first-pass outputs, client emails, notes and reports, grounded in trusted Tolley content and ready for professional review.

Bring the client file into the workflow

Upload client documents and spreadsheets into a private, secure Vault, then use Tolley+ with Protégé to combine your files with trusted Tolley content, answer complex queries, summarise key points and support review-ready outputs.

Analyse and validate

Use Tolley+ with Protégé to analyse documents and spreadsheets, identify key points and validate outputs against trusted Tolley content and linked sources.

Track what’s changed

Spot changes instantly with HMRC manual redlining and connected updates—so your advice reflects the most current position (and the audit trail).

Save where it matters

Keep the matter organised: save and share key content, annotate as you go, export outputs for the file, and reuse firm/client materials securely when needed.

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.

Clients who trust Tolley+ include

Tax teams of all sizes and types rely on Tolley to help them find answers faster, increase productivity, manage risk and drive talent development—ensuring success in a rapidly evolving tax landscape.

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