What’s live
What’s live in Tolvi, and what’s coming
As at . We don’t give dates for what’s coming.
Nothing in Tolvi has yet been through a test service at HMRC or Companies House, or been reviewed by an outside accountant. Tolvi produces drafts for accountants to review and approve, so check each one as you would your own.
Live today
Tolvi Hub and the Admin console
Sign up, invite your people, keep one record for each client, and bring clients and figures in from CSV or Excel files.
The year-end file from trial balance to sign-off, with a Xero connection or a CSV or Excel upload.
Draft accounts for review and approval, downloaded as PDF, Word and, for companies and LLPs, iXBRL.
Draft Company Tax Returns for review and approval, downloaded with the computation and iXBRL.
Draft SA100, SA800 and SA900 returns for review and approval, with the full return to download.
A note-taker for client meetings, with the write-up filed to the client.
Bookkeeping for clients from uploaded bank statements and receipts, with the practice in the same books.
A versioned REST API and signed webhooks.
Coming
Filing with HMRC Coming
Filing Company Tax Returns and SA100s from Tolvi is coming, and the SA800 and SA900 after that.
Filing with Companies House Coming
Filing accounts from Tolvi is coming.
R&D returns Coming
Returns with a CT600L can’t currently be filed from Tolvi, and one position, box L65 where a credit was brought forward, is blocked until HMRC says how its online rules and the law fit together.
Making Tax Digital for Income Tax Coming
Coming, and not complete: it covers self-employment and UK property updates only, and nothing can be sent to HMRC.
Clients’ VAT returns Coming
Coming, and not complete: figures are carried over by hand, and they can’t be sent to HMRC.
VAT returns from Tolvi Books Coming
Tolvi Books works out the return. Sending it through Making Tax Digital from Tolvi is coming.
Bank feeds in Tolvi Books Coming
Bank feeds are coming. Statement upload works today.
Connections to QuickBooks Online, Sage and FreeAgent Coming
Coming. Until then, upload a CSV or Excel trial balance.
What HMRC holds about a client Coming
Bringing it in as suggestions is coming, and needs a connection to HMRC that isn’t in place yet.
A connection for AI assistants (MCP) Coming
Connecting an assistant is coming next. Sign-off and approval will never be available through it.
What BETA means
- You can sign up and use Tolvi today, on real clients.
- It’s still being finished and proved, so screens and wording can change, and you should check what it produces as you would your own work.
- Tolvi Accounts, Corporation Tax and Self Assessment are free during the beta. Other products have the prices on the pricing page.
- The terms of service and privacy notice are drafts that haven’t yet been legally reviewed.