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Tolley+ with Protégé

LexisNexis AI tax research platform for US CPA firms and tax professionals, with Protégé Ask answering from 1,400+ federal and state sources.

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What the AI doesProtégé Ask conversational research; LexisNexis Protégé AI assistant; Protégé Workflows; AI-powered answers and context-aware recommendations from authoritative sources
Who it servesSmall CPA firms
Starting priceQuote-based
Pricing modelQuote-based
Free trialYes
Best fitSmall firm, Mid-size firm
CategoryTax Research & Knowledge Assistants
Works withLexis+
SOC 2Not stated on the vendor's site
Checked2026-10-29, against the vendor's own page

Who it's for

Tolley+ with Protégé is listed as a fit for small and mid-size firms, and the vendor names small CPA firms on its own site. The job it gets hired for: answering a tax question with citations you can check, and drafting the memo or client letter from it.

What it costs

Tolley+ with Protégé is priced by quote, so the demo is where you get a number tailored to your firm. There is a free trial.

Good to know

Tolley+ with Protégé is LexisNexis's AI tax-research platform, launched in a US edition in February 2026 with CPA firms named first among its audiences: Protégé Ask answers in conversation from more than 1,400 federal, state, local and international sources — the Federal Code Reporter with PLRs, TAMs and revenue rulings, 585-plus chapters of tax guides, statutory checklists — with Protégé Workflows for multi-step research and drafting. Pricing depends on firm size, capabilities and content scope, with a free trial and a CPA-firm demo on request. Customer data is not used to train the models under the RELX Responsible AI framework.

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