• IR35 SDS Workflow Software

Assess. Generate. Verify.

Manage IR35 contractor engagements from assessment to SDS generation to bundle verification — in one consistent, auditable workflow designed for end-clients and agencies.

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✓ Built for UK compliance
✓ End-client & agency ready
✓ Not legal advice
🔒 Secure workflow
  • IR35 SDS Workflow

01

IR35 Checker

Structured engagement assessment

→

02

SDS Generator

Reasoned Status Determination Statements

→

03

SDS Bundle Checker

Bundle verification & QA step

→

Use tools individually or as a complete end-to-end workflow.
Software support only — not legal or tax advice.

IR35 Assessment · Status Determination Statements · Bundle Verification · SDS Generation · Contractor Compliance · Internal QA Workflow · Audit Readiness · End-Client Documentation · IR35 Assessment · Status Determination Statements · Bundle Verification · SDS Generation · Contractor Compliance · Internal QA Workflow · Audit Readiness · End-Client Documentation ·
  • The challenge
just the sentence
The hard part is the workflow — not just the determination

Many organisations can assess IR35 status in principle, but the process often breaks down when it comes to producing clear SDSs, keeping supporting records, and reviewing what was issued later.

  • Inconsistent SDS wording across teams
  • Manual drafting and rework
  • Missing or scattered supporting documentation
  • Unclear internal review steps
  • Difficulty checking bundles before storage or sharing

“Docoply helps standardise the workflow from assessment to SDS generation to bundle verification — in one clear, repeatable process.”

Use the tools individually or together as a complete IR35 SDS documentation workflow. Each step builds into an auditable record that supports internal review and governance.

See the three tools →
  • The solution

One workflow. Three tools.
Clear outputs.

Use the tools individually or together as a complete IR35 SDS documentation workflow built for repeatable, consistent results.

01

IR35 Checker

Capture engagement details and run a structured assessment workflow to support consistent status review across your team.

  • Standardised inputs
  • Repeatable review process
  • Clearer case preparation

02

SDS Generator

Generate a reasoned Status Determination Statement in a consistent format — without drafting from scratch every time.

  • Faster SDS preparation
  • Consistent formatting and wording
  • Easier internal review before issuing

03

SDS Bundle Checker

Verify generated bundles through a separate checker interface to support QA, audit readiness and recordkeeping workflows.

  • Pre-issue QA checks
  • Internal verification process
  • Easier file review and handover
  • How it works

From assessment to archive in six steps

A clear workflow that turns contractor engagement details into a verified, recordable SDS bundle.

1

Enter engagement details

Capture the contractor engagement inputs required for your assessment workflow in a structured format.

2

Run the IR35 Checker

Review the case in a structured format to support consistent status assessment across your team.

3

Generate the SDS

Create a reasoned SDS output in a standardised format for internal review and issuance.

4

Create the bundle

Package the SDS and related outputs into a bundle for storage and review.

5

Verify in Bundle Checker

Use the checker interface as a final QA and verification step before sharing or archiving.

6

Store and manage records

Keep a clearer documentation trail for internal governance and future review.

  • What teams get

Faster. More consistent.
Audit-ready.

Docoply reduces manual effort, improves consistency, and gives your team a clearer process for IR35 SDS documentation.

⚡

Faster SDS preparation

Reduce manual drafting and formatting time by generating standardised SDS outputs each time.

📋

More consistent documentation

Structured workflow means different team members produce clearer, more consistent outputs.

✅

Better internal QA

Add a bundle verification step before files are stored, shared, or reviewed by stakeholders.

🗂️

Improved recordkeeping

Keep outputs in an organised workflow that supports future internal review and audit.

🔁

Scalable for repeated cases

Useful for teams handling recurring contractor engagements across departments or clients.

🔧

Fits your existing process

Introduce Docoply as a workflow layer alongside your existing review or adviser process.

  • Who it's for

Built for teams handling contractor
engagement documentation

Whether you’re an end-client, agency, or adviser, Docoply fits your IR35 documentation workflow.

🏢

End-Clients

HR / Procurement / Finance / Tax / Compliance

Standardise SDS preparation, improve internal review, and make documentation workflows easier to manage at scale across departments.

🤝

Agencies & Fee-Payers

Recruitment Agencies

Improve consistency across placements and reduce back-and-forth on documentation readiness with a clearer QA and verification process.

⚖️

Advisers

Accountants / IR35 Specialists / Boutique Law Firms

Use Docoply as a workflow layer to deliver more consistent outputs and a smoother client review process on every engagement.

  • Founding Client Pilot

Test it with your real workflow

The best way to evaluate fit is a short paid pilot using your actual cases. We’ll help you test whether Docoply improves speed, consistency and documentation readiness before any wider rollout.

  • Access to IR35 Checker
  • Access to SDS Generator
  • Access to SDS Bundle Checker
  • Onboarding session and workflow setup guidance
  • Team training included
  • Dedicated support during pilot
  • End-of-pilot review call
  • List Item
Book a pilot scoping call →

Fixed-fee pilot options available. Pilot fee can be credited toward an annual plan (founding client terms).

Request a Demo

Tell us a bit about your workflow and we'll tailor the demo.

By submitting this form, you agree to be contacted about your request. Docoply provides software support tools and does not provide legal or tax advice.

  • FAQ

Common questions

Everything you need to know about the Docoply IR35 SDS workflow and how it fits your team.

Still have questions? Book a demo
Do we need to replace our current process?

No. Docoply can be introduced as a workflow layer and used alongside your existing internal review, adviser review, or documentation process. It’s designed to complement, not replace, what you already do.

Yes. Many teams begin with the SDS Bundle Checker as a QA / verification step, then add SDS generation and the full workflow as confidence grows.

No. Docoply is software that supports IR35 documentation workflows, including SDS preparation and bundle verification. Final determinations and legal/tax decisions remain the responsibility of the client and/or their advisers.

Yes. Docoply fits neatly into an adviser-reviewed workflow. Outputs are structured to support external review and annotation by your legal or tax advisers.

Yes. We offer fixed-fee pilots so teams can test fit, process impact, and internal adoption before committing to a larger rollout. Pilot fees can be credited toward an annual plan under founding client terms.

Teams that regularly manage contractor engagements and want a clearer, more consistent IR35 SDS documentation workflow — particularly end-clients, agencies, and IR35 advisers handling repeated cases across multiple engagements.

  • Ready to start?

Make IR35 SDS workflows faster, clearer, and easier to review

Start with a short demo or a paid pilot and see how Docoply fits your current process.

Book a 20-minute demo →
Start a paid pilot

No long-term commitment required for pilot engagement · Software support only, not legal or tax advice