Welcome to the
Tolley AI Insider Programme

Your free hub to learn, apply, and lead with AI in tax.
Get exclusive access to bite-sized learning, practical tips and tools. That help you use AI confidently in your tax workflows.
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Tax AI at a glance

How is AI already transforming tax work?

Speeding up tax research

Drafting comms for non-tax audiences

Training junior team members

Freeing up expert resources

Our survey reveals how tax professionals utilise AI

31% say AI is embedded in their strategy and operations.

Staying ahead in tax isn't easy:

The pace of change is relentless, AI is evolving fast and it's hard to know where to start ‐ or who to trust.

With so much noise around AI, it's tough to find insights grounded in real, practical value. That's exactly why we created the Tolley AI Insider Hub. It's your space for exploring the future of tax.

We would like to thank the 1,526 survey responses which make up the core of our data. Along with all our 415 expert speakers and commentators. These UK tax professionals have shared their AI experience over the last 24 months.

The Hub is free to access. Built for professionals like you. Whether you're new to AI or looking to deepen your skills, the Hub helps you explore with clarity, backed by Tolley®.

Tolley+ AI™ was renamed Tolley+™ with Protégé™ in Q2 2026, so some materials may reference the former name.

How safe AI gets built

What are the rules, regulations and standards for building secure AI that is safe for tax work?

The evolving situation

From Experimentation to Embedded AI: What Matters Now for Tax Teams

Watch a panel of tax and technology leaders for a 45-minute discussion grounded in Tolley’s research of where AI use is established, where benefits are emerging, what still shapes trust and how the profession may develop from here.

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Beyond the hype: How tax professionals are using AI today

See how tax professionals are using AI today, where it’s adding value and what that could mean for the way tax work develops.

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Beyond billable hours: The real impact of AI on tax pricing

AI is changing how tax professionals work, prompting firms to reassess what clients value and how that should shape their pricing models.

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The AI pricing shift in tax

AI is transforming how tax professionals deliver and price their work.

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Use AI safely

It doesn't bite ‐ but the repercussions might. If you're using AI without understanding the risks, you're putting your data, your clients, and your reputation at risk.

Biggest 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.

 

The real AI skills gap in tax is verification

The real AI skills gap in tax is verification

While junior practitioners can find an answer quicker, that doesn’t mean it is accurate, properly sourced and relevant to the client’s circumstances.

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Fast gains, weak guardrails, real consequences: AI in the tax team

Fast gains, weak guardrails, real consequences: AI in the tax team

Growing use of AI for in-house tax functions requires clear human oversight, gaps are appearing in UK teams, and leaders can put practical guardrails in place to protect both insight and confidence.

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Your tech stack is your risk surface: How to assess vendors without becoming a security specialist

Your tech stack is your risk surface: How to assess vendors without becoming a security specialist

Third-party risk matters to UK in-house tax professionals and sets out practical ways to assess and manage data exposure.

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When the CFO’s voice isn’t the CFO: deepfakes, phishing, and the new tax fraud reality

When the CFO’s voice isn’t the CFO: deepfakes, phishing, and the new tax fraud reality

UK tax professionals rank AI-enabled phishing attacks among the top emerging cyber threats, with deepfakes and highly credible social engineering tools cited as leading concerns.

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The Implications of AI in Legal Tax Practice

AI can now sift through data, draft coherent arguments, and flag anomalies in seconds. For tax professionals, that means opportunity and risk in equal measure.

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Securing Trust: in the age of tax AI

Our latest research explores how UK tax practitioners can stay ahead of AI-driven risks and protect their most valuable asset: client trust.

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Maths-First AI

Maths-First AI

Building Trust and Compliance in the Future of Tax by Dr. Anjulika Salhan FIMA CMATH CSci member EMS SIAM Affl IOFA.

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Securing trust: Cybersecurity in the age of tax tech

Securing trust: Cybersecurity in the age of tax tech

Tax teams rely on reputation, discretion, and data integrity to serve clients effectively. Yet many are underprepared for the cybersecurity and compliance risks introduced by AI tools and fragmented digital infrastructure.

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Navigating the risks of Generative AI in Tax: Trust, Accuracy & Security

Navigating the risks of Generative AI in Tax: Trust, Accuracy & Security

In this must-attend webinar, our panel of technology, data, and tax experts will guide you through the challenges and risks of leveraging generative AI in tax.

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How to practice ethical use of AI in tax

How to practice ethical use of AI in tax

Addressing the ethical concerns to take full advantage of AI in the future.

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Navigating the risks of AI in tax firms: strategies for safe and effective adoption

Navigating the risks of AI in tax firms: strategies for safe and effective adoption

Explore the risks of using AI in tax practices and the solutions to them. Hallucinations, over-reliance, and data leaks are highlighted but with transparency, training, and responsible adoption, they can be mitigated.

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Work smarter

It's not enough to have AI ‐ it has to work for tax.

You need AI that understands tax complexity and helps, not hinders, your work.

Show your impact

AI adoption isn't enough ‐ it's time to prove what it's delivering.

Firms that adopt AI without measuring success risk missing out on its full value. Whether you're a partner, manager, or sole practitioner, showing tangible results matters more than ever.

AI is already transforming tax work through:

Faster, deeper research

Clearer communication with non-tax audiences

More efficient training and onboarding

Data-driven risk analysis and modelling

Measuring the success of AI across tax

In this report, we look at tax leaders can encourage AI adoption, optimise workflows, and measure return on investment.

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The tipping point: for AI in tax

AI adoption is accelerating, but tax firms risk falling behind. Without clear success metrics, talent will leave, and competitive advantage will be lost. AI is already transforming tax practices – but are firms keeping up?

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Measuring AI performance in tax firms: Navigating challenges and demonstrating success

Discover how tax firms can effectively measure AI performance by exploring key challenges, essential metrics, and expert insights.

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Tolley+ with Protégé ‐ A new standard in trusted tax AI

Trusted AI workflows. Built for real tax work. Tolley+ with Protégé brings together a new evolution of AI:

  • Advanced AI, guided workflows, going beyond just prompting.
  • Trusted Tolley content in one connected experience.
  • Built on RELX AI Principles and privacy by design.
Research, analysis and drafting together in one clear, guided flow. Move from question through to structured, review-ready work faster.

Explore Tolley+ with Protégé

Choose the right tool

Every month, we run a live demo of Tolley+ with Protégé ‐ and you're invited.

Whether you're curious or comparison-shopping, this is your chance to see it in action.

What we cover in the session:

Real-world AI use cases in tax

What makes Tolley+ with Protégé different

Latest features + updates

Your questions, answered live

Book your place to demo Tolley+ with Protege now

Join our next Tolley+ with Protégé live demo

Discover how Tolley+ with Protégé works. What governs and powers it. How it's purpose built for UK tax and what that means.

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I'd like to know more about Tolley+ with Protégé

Are you ready to talk numbers?

Get my Quote

Get your quote for Tolley+ with Protégé

Try workflow-driven tax research, drafting and analysis grounded in trusted Tolley content and powered by advanced generative and agentic AI.

You will also become a Tolley AI Insider to keep you up to date with how AI can transform your tax workflow