Tolley+™ with Protégé™

When the work matters, move beyond the answer.

Trusted AI workflows. Built for real tax work.

Tax work rarely starts and ends with one question. You need to gather facts, review documents, apply trusted authority and produce work that can be checked, shared and defended.

Tolley+ with Protégé brings guided AI workflows, authoritative Tolley content and secure document analysis into one connected experience. It helps you move from first question to review-ready work without piecing together separate tools, sources and files.

From question to review-ready work. Start with a tax question or task, then follow structured steps that ask for the right inputs, highlight gaps and analyse documents and spreadsheets. Produce tables, query lists, checklists, file notes, reports, client letters and draft communications, with assumptions and sources visible for review.

Trusted content. Guided workflows. Secure AI. Workflows support compliance and advisory tasks across Corporation Tax, Owner-Managed Business, Personal Tax, Employment Taxes, VAT, Inheritance Tax, Trusts and Estates, and Practice Management. Outputs are grounded in authoritative Tolley research and practical guidance, with linked citations that help you validate, refine and defend the work.

Ask questions in natural language, summarise tax cases, turn documents into timelines, draft communications and securely analyse files alongside Tolley content. Documents are processed securely, customer data is not used to train models, and professional judgement remains central.

From an urgent client query to a complex review, Tolley+ with Protégé helps you spend less time assembling the work and more time applying your expertise where it matters.

Visit Tolley at the Digital Accountancy Show and discover trusted AI built around the way tax work gets done.