Moving to Tolvi
Start with one client, alongside your existing software
Run one real client alongside your existing software, and compare. When you’re ready, “Bring your practice to Tolvi” in Tolvi Hub brings in the rest from files you export yourself.
What comes in
Clients
From a CSV or Excel file. A row that matches an existing client by UTR, company number or name is skipped, unless a person chooses to fill blanks or add it anyway.
Trial balances
One client to a file, kept as its own fixed version.
Opening corporation tax figures
A company’s losses, pools and director’s loans brought forward.
Last year’s self assessment figures
To compare against this year’s return.
How your data stays safe on the way in
You confirm first
You confirm the columns, then check the rows, before anything goes in.
Undo
You can undo the whole file. A client with work on it, or changed since, is kept, and the row says why.
Never overwritten
Figures already in Tolvi are never overwritten. Filling blanks is a person’s choice, and it only fills blanks.
NI numbers dropped
National Insurance numbers, dates of birth and bank details are dropped when the file is read. The uploaded file is deleted when the import finishes.
Where it stops today
What’s live and what’s coming- Imports haven’t yet met real exports from other software, so check the columns Tolvi suggests, and start with one client.
- Imports read CSV and Excel files you export yourself. Tolvi doesn’t reach into your existing software to fetch them.