Tolley+ with Protégé | AI Tax Research Platform

Tolley+™ with Protégé™Your tax expertise, elevated

Tolley+ with Protégé is an AI-powered tax research platform that combines authoritative tax content with AI-enhanced capabilities for U.S. tax professionals. It supports compliance research, multi-jurisdictional analysis, and issue spotting through conversational assistance, a streamlined interface, and integrated comparison and search tools.

AI Tax Research

Find answers faster

Amplify your output with complete, accurate, trustworthy results delivered fast. When you’re using Tolley+ with Protégé, time is finally on your side.

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Conversational research

Protégé Ask supports conversational AI-powered research to help users quickly find, synthesize, and understand complex tax information.

Summarize complex information

The AI capabilities in Tolley+ with Protégé help users synthesize and understand complex tax information during research.

Faster issue spotting

Tolley+ with Protégé supports faster issue spotting by combining conversational AI assistance with authoritative content.

Integrated design

Seamlessly navigate to Protégé Workflows with a design that makes your day-to-day work feel effortless.

Authoritative Tax Content

Ground decisions in authority

Augment what you know with AI-powered answers you can trust. The advanced AI of Protégé built into Tolley+ is context-aware and fueled by an unrivaled universe of authoritative content.

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Comprehensive, authoritative content

Access more than 1,400 trusted sources spanning federal, state, local, and international tax, accounting, and estate topics.

Federal Code Reporter

Tap into up-to-date IRS guidance, including Private Letter Rulings (PLRs), Technical Advice Memoranda (TAMs), and Revenue Rulings.

Statutory analysis checklists

Break down key Internal Revenue Code sections and subsections into clear, actionable steps for accurate, detailed interpretation and application.

Multi-jurisdictional analysis

The platform brings federal, state, local, and international tax sources together to support multi-jurisdictional analysis.

Comprehensive Tax Guides

Dive deep into updated substantive content plus thousands of hypothetical examples, practice insights, drafting checklists, and other assets.

Tax Research Workflow

Reduce manual review

A modern, streamlined experience gives users multiple pathways to answers and insights, while Code Compare, Search Trees, and Search Term Maps help speed up search and reduce manual review time. Pinned Sources and preferred content settings support a more controlled workflow.

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Code version comparison

Code Compare lets users quickly compare two versions of a statute or regulation, including different versions of the Internal Revenue Code or tax-related regulations.

Search refinement

Search Term Maps visualize patterns and concentration of search terms in the results to help users better define searches.

Result-path review

Search Trees show how search terms were applied and how their relationship impacted the results.

Streamlined repeat research

Pinned Sources help users streamline repeat research tasks.

Tax compliance tools

These six capabilities bring AI assistance, core tax content, and productivity tools into one place, so teams can move through tax and compliance tasks with less back-and-forth. They are designed to make the platform easier to navigate while keeping key authority close at hand.

Protégé AI assistance

Capitalize on conversational AI to find answers, synthesize information, and make decisions more quickly and confidently.

Modern interface

Provides a streamlined experience that allows you to seamlessly access Protégé Workflows, Practical Guidance, as well as pin sources.

Federal Code Reporter

Offers IRS Private Letter Rulings, Technical Advice Memoranda, and Revenue Rulings and organizes them by IRC subsection.

Comprehensive Tax Guides

Delivers more than 585 chapters of analysis across federal income tax, estate and gift tax, international tax, and federal tax procedure.

Statutory Analysis Checklists

Provides detailed analysis of key IRC sections and subsections to support Comprehensive Tax Guides.

Comparison and search tools

Quickly compare code changes, visualize search results, and refine queries with exclusive tools including Code Compare, Search Trees, and Search Term Maps.

Who uses Tolley+ with Protégé?

Tolley+ with Protégé helps U.S. tax professionals across the public and private sectors enhance their work.

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Small law firms
Large law firms
Corporate tax teams
Government agencies
CPA Firms

Data Security, Privacy, and Governance

Security and privacy you can count on

Privacy by design

LexisNexis protects customer data wherever it is stored, sent, or accessed. We apply privacy by design principles at every stage of our systems, products, and business processes to ensure security and compliance are built in from the start. Our advanced encryption and rigorous compliance protect your sensitive information.

Strict security protocols

LexisNexis systems meet the highest standards for information security. We partner with trusted, enterprise-grade cloud providers, continuously monitor and improve our infrastructure, and undergo regular third-party audits to maintain industry-leading certifications.

Responsibly developed AI

LexisNexis follows the RELX Responsible AI Framework to ensure our AI protects privacy, is transparent and explainable, avoids unfair bias, includes human oversight, and is designed for real-world impact.

We never use customer data to train AI models and maintain robust data retention and deletion policies. Identifiable information is removed from AI interactions so that we can improve performance without compromising privacy.

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Frequently asked questions about Tolley+ with Protégé

Tolley+ with Protégé is a modern tax research platform that combines authoritative tax content with AI-enhanced capabilities for U.S. tax professionals. It is built to support work such as compliance research, multi-jurisdictional analysis, and issue spotting.

It includes more than 1,400 trusted sources spanning federal, state, local, and international tax, accounting, and estate topics.

It supports tax compliance research with Federal Code Reporter enhancements, Statutory Analysis Checklists, and tools such as Code Compare, Search Trees, and Search Term Maps. These capabilities help users review related IRS materials, compare text, and refine results.

AI supports tax research by enabling faster, more intuitive ways to find and understand complex information. In Tolley+ with Protégé, the LexisNexis Protégé™ AI assistant allows users to ask questions in natural language and receive answers grounded in authoritative tax content — reducing the time spent manually searching and synthesizing sources.

Tolley+ with Protégé customers’ plans vary based on factors such as the size of your organization, specific capabilities required, and the scope of content access.

Existing Lexis Tax customers who are interested in upgrading to Tolley+ with Protégé can speak with a LexisNexis representative.

Tolley+ with Protégé includes Comprehensive Tax Guides, which was formerly known as Tax Advisor Federal Topical (TAFT) within Lexis Tax.

The guides have undergone a significant structural reorganization of the table of contents and added new content across topics including digital currency, accounting, real estate, state taxation, executive compensation, and employee benefits. They contain more than 585 chapters of deep-level analysis on federal income tax, estate and gift tax, international tax, and federal tax procedure.

Tolley+ with Protégé represents the next generation of tax research at LexisNexis. Built on a modern platform and enhanced with AI, it delivers a faster, more intuitive experience while maintaining the trusted content you rely on.

When you switch to Tolley+ with Protégé you get:

Modernized interface aligned with the Lexis+ ecosystem
AI-powered capabilities to enhance research and productivity
No disruption—existing users can migrate when ready
Expanded tools and improved content organization

Tolley+ with Protégé pricing varies based on factors such as the size of your organization, specific capabilities required, and the scope of content access. LexisNexis offers customized pricing tailored to individual needs. 

For detailed pricing information, contact LexisNexis directly by submitting your information on this page or calling 1-888-285-3947 (1-888-AT-LEXIS). LexisNexis can provide a quote based on your specific requirements and offer guidance on the most suitable subscription plan for your practice.

Try Tolley+ with Protégé now

See how Tolley+ with Protégé helps you move faster, reduce risk, and deliver more value.

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