- 🤝 Partner Programme
IR35 SDS Workflows Built for Partners
Help your clients handle IR35 documentation more consistently with Docoply’s IR35 Checker, SDS Generator, and SDS Bundle Checker — designed for faster delivery, clearer outputs, and better internal QA.
- The Challenge
IR35 work is valuable. The documentation process isn't.
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Repeated manual SDS drafting slows down every placement and engagement
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Inconsistent formatting across team members creates review friction and rework
⏱️
Time spent on admin instead of advisory work reduces your margins
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Back-and-forth to check documentation completeness before every delivery
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Difficulty scaling delivery consistently across multiple clients or placements
Standardise the workflow, not just the output
Partners already support clients with IR35 assessments and reviews — but the operational side creates friction. Docoply helps you standardise the workflow so your team can spend less time on repetitive documentation and more time on review and client service.
- Partner Value
IR35 work is valuable. The documentation process isn't.
The fastest way to evaluate Docoply is to test it on real cases using your current workflow. All pilot options include access to all three tools, onboarding, and an end-of-pilot review.
⚡
Deliver Faster
Reduce time spent drafting and formatting SDS documents manually. A structured workflow replaces repetitive admin at every stage.
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Standardise Outputs
Use a consistent workflow across team members, clients, and cases. Every document follows the same structure and quality standard.
✅
Support QA & Review
Add bundle verification as a repeatable internal check before delivery or archiving — a clear sign-off step for every case.
- Use Cases
How partners use Docoply
Different partner types get different value. Select your model below.
Support client documentation workflows more consistently
Use Docoply to improve SDS preparation and review workflows across placements. Reduce documentation friction and improve coordination with end-clients on every engagement.
- ✓ Smoother coordination with end-clients across placements
- ✓ More consistent case handling across team members
- ✓ Better internal QA before sharing outputs with clients
- ✓ Scalable delivery as placement volumes grow
From assessment to delivery in a single structured process
Your team uses the IR35 Checker to structure assessments, the SDS Generator to produce consistently formatted outputs, and the Bundle Checker to verify completeness before client delivery — no bespoke formatting or manual checklists required.
- Product Suite
Three tools, one partner-ready workflow
Use the tools together or start with the component that best fits your service model.
01
IR35 Checker
Support a structured case assessment workflow and capture inputs in a consistent format — across your team and across clients.
Partner Benefit
Creates a more repeatable case-preparation process, reducing variance across team members and cases.
02
SDS Generator
Generate reasoned Status Determination Statements in a consistent, well-structured format — without manual drafting or formatting overhead.
Partner Benefit
Speeds up documentation delivery while maintaining a standard structure every client can rely on.
03
SDS Bundle Checker
A separate verification interface to review generated bundles for completeness — a clear QA step before delivery or internal sign-off.
Partner Benefit
Adds a repeatable verification layer so nothing leaves your team without a documented review step.
- Partnership Models
Flexible ways to work together
We can support different partner models depending on how you deliver IR35 services today.
I
- Internal Use
Internal-Use Partner
Your team uses Docoply to support internal IR35 documentation workflows for client work — the platform operates behind the scenes as part of your delivery process.
II
- Managed Service
Client Delivery Support
You provide the client-facing service, and Docoply supports the workflow behind the scenes. The documentation layer is powered by Docoply; the client relationship is entirely yours.
Best for: Agencies, compliance consultancies, IR35 service providers.
III
- Referral
Referral Partnership
Introduce relevant clients to Docoply where software-led workflow support is the right fit — without needing to operationally run the tooling yourself.
Best for: Partners who prefer a referral or strategic arrangement.
- Frequently Asked
Partner FAQs
Is Docoply legal or tax advice?
No. Docoply is software that supports IR35 documentation workflows. Legal and tax advice, and final determinations, remain the responsibility of the client and their advisers.
Can we start with only one tool?
Yes. Many partners start with a single component — often the bundle checker or SDS generator — and expand into the full workflow as they scale delivery.
Do you offer partner pricing or pilot options?
Yes. We offer partner pilots and can discuss pricing based on whether you plan to use Docoply for internal use, managed service support, or as a referral partner.
Can we use Docoply alongside our existing advisory process?
Yes. Docoply is designed to support workflow and documentation, and integrates naturally alongside existing internal review or adviser-led processes.
Is this suitable for agencies as well as advisers?
Yes. Docoply is designed to support workflow and documentation, and integrates naturally alongside existing internal review or adviser-led processes.
Can our team review outputs before they go to clients?
Yes. The SDS Bundle Checker is specifically designed as a pre-delivery QA step — a repeatable internal check before any output leaves your team.
Start with a partner pilot
The fastest way to evaluate fit is a short partner pilot using a limited number of real cases or client workflows.
- How Docoply fits your current service process
- Whether it reduces admin and drafting time
- Whether it improves output consistency across your team
- How your team uses the bundle checker for QA
- How to package the service for clients
Fixed-fee partner pilots available. Founding partner terms may include credit toward a longer-term arrangement.
Request a Partner Demo
Tell us about your organisation and how you currently support IR35 workflows.
- Get Started
Add a scalable IR35 SDS workflow to your service offering
Book a partner demo to explore how Docoply can support your team’s IR35 documentation process.
Start with a pilot before committing to a wider rollout.