Information about the Lloyds Bank Business ToolBox

Everything you need to stay on top

How does the 30-day free trial work?

Your trial will grant you, for a single 30-day period, access to all features of the Business ToolBox (except the LawAssure Legal Assistance helpline within the LawAssure tool). To start your free trial, all you need to do is validate your email address and add a tool to your dashboard. Once the trial has started, you may add or remove tools, but please bear in mind that doing so will not extend your trial past the initial 30-day period. You do not need to provide payment details to start your free trial and there is no obligation to subscribe to any tools after the free trial. You won’t be charged unless you choose to subscribe.

How do I sign up for the 30-day free trial?

Simply visit the Business ToolBox website, enter your name and email address, then create a password. Your trial includes access to all tools within the Business ToolBox (except the LawAssure Legal Assistance helpline within the LawAssure tool). Choose any tool to start your free trial. Sign up for your 30-day free trial

How do I subscribe to the tools during or after the free trial?

You can add tools from your ‘Manage tools’ page in the portal during the free trial or after you subscribe. If it’s after the free trial, the cost of the tool will be added to your next month’s bill.

What should I do if I choose not to subscribe to the tools when my trial period is coming to an end?

We hope you’ll see the benefits to your business of the Business ToolBox and keep using the tools. If you choose not to subscribe, however, then once your trial period ends so too will your access to the tools. So we recommend that you export from within the tools any data that you want to keep. If you change your mind later and want to subscribe, then you’ll need to provide your business account and payment details. The data within your chosen tools will be stored for 15 days after your trial has ended.

How do I subscribe to the Business ToolBox?

You can do this at any time during or after your trial. You need to have a Lloyds Bank business current account or be in the process of opening one. If you want to subscribe during the trial, use the ‘Activate’ button on the ‘Subscriptions and pricing’ page. We’ll ask for the sort code and account number of your business account, as well as payment details. We accept credit cards, debit cards and Direct Debit. There’s no charge for using a credit card.

What does each tool do?

  • Accounting : a choice of two accounting tool providers to help you manage your bookkeeping, cash flow, invoicing, expenses and VAT.
  • Website : create and manage your own business website, using your own domain name, with no website-building experience required.
  • Email hosting : get personalised email addresses with your own domain, manage tasks and calendar appointments.
  • Legal assistance : access a library of up-to-date legal documents, letters and contracts that you can personalise.
  • Business planning : write your own business plan, get expert guidance and track your business performance.
  • Credit checking : check any company’s credit status, payment history, directors and financials across the UK and Ireland.
  • Online backup : automatically back up and protect your files in our secure cloud service.

Do I need to be a Lloyds Bank business customer to subscribe?

Yes. To subscribe to the Lloyds Bank Business ToolBox you must have a business current account with Lloyds Bank or be in the process of opening one.

How can I get my business account data into my accountancy software?

You can export your statements into CSV / CSF and import them into the accountancy tools.

Do I have to sign a minimum term contract?

The Lloyds Bank Business ToolBox is a subscription service; there are no sign-up fees or lengthy contracts. You can subscribe to any tool within your Business ToolBox, as and when you need it. You simply pay for the tools you’ve subscribed to on a monthly basis. If you add a tool, the cost will be added to the next month’s bill.

What happens if I want to cancel a tool?

You can cancel your subscription to any tool or close your account completely at any time. Please remember to do so before 9:00pm on the day of your next payment. You’ll find this date on your ‘Subscriptions and pricing’ page, inside the ‘My settings’ section of your dashboard.

If you cancel after this time we’ll still bill you for the next month, but that will be the last payment we take for the cancelled tools. The exception to this is if you have set up a new personalised domain when using the email hosting or web site builder tools or if you chose to transfer a domain to a new provider. If you have set a new personalised domain using the tools and cancel within the first six months of subscribing to these tools, you will be charged £10 + VAT to cover the initial cost of purchasing your domain.

Nominate UK, the internet registry company, charge £10 + VAT to transfer domains between providers. If you cancel your tools and request the domain to be transferred to another provider you will be charged the associated transfer cost.

Is there a fee for cancelling tools?

Mostly, no. The exception to this is if you have set up a new personalised domain when using the email hosting or web site builder or if you choose to transfer a domain to a new provider. If you have set a new personalised domain using the tools and cancel within the first six months of subscribing to these tools, you will be charged £10 + VAT to cover the initial cost of purchasing your domain.

Nominate UK, the internet registry company, charge £10 + VAT to transfer domains between providers. If you cancel your tools and request the domain to be transferred to another provider you will be charged the associated transfer cost.

If you have cancelled your subscription to the Email Hosting or Web Site Building Tools, Business ToolBox are under no obligation to maintain the registration of your domain going forward.

Will I be able to access my tools once I’ve cancelled them?

No. When you cancel a tool, you’ll no longer be able to access it. If you’re cancelling the website hosting tool, it’s important to note that once your account is closed your website will no longer be viewable on the web. So, if you’re planning to host your website with another provider please ensure you export your data before your account closes. (See Can I export my data?)

How do I transfer my domain?

If you choose to cancel your email hosting or website builder tools and want to transfer your domain name to another provider please contact our support line for further guidance. Please check our details on our Contact Us page

Can other people access my account?

You’ll be given a unique user identity and password that is secure and personal to you. If you want to add a user, you’ll need their email address. To add a user, follow the instructions in the support guide. The new user will receive an email giving them access to your Business ToolBox and the ability to create their own password. You do not need to share your password with them. You can also control which tools they have access to.

What type of payments do you accept?

We currently accept payment by debit card, credit card and Direct Debit. There’s no charge for using a credit card.

Is my data safe?

The Lloyds Bank Business ToolBox and the providers of Business ToolBox tools and features (Smarta Enterprises, Sage One, FreeAgent, FuseMail, Company Check, Liveplan, LawAssure, Receipt Bank, MozyPro, and BaseKit) rely on industry-recognised security safeguards to keep your data private and protected. We follow a strict set of guidelines and practices to protect all of your private information. All of your information is backed up automatically, so you don't have to go through the hassle and expense of making physical backup copies on your own. At any time, you can access your information from anywhere with a web browser. Your tools and data are password protected.

Can I export my data?

Yes, you may be able to export your data depending on which tool you want to export from.

  • Online backup : you can download your files onto your computer through the MozyPro user interface.
  • Email hosting : you can integrate your Lloyds Bank Business ToolBox-hosted business email with your email client (e.g. Microsoft Outlook), download all your messages and export contacts.
  • Website : any template designs you use are specific to our website partner BaseKit, so cannot be exported into a different web hosting service for example. However, you can manually copy and save any content and images you've created on your website onto your local computer should you need to.
  • Accounting : export your data out of our accountancy tools by creating reports. Please refer to the user guides in our support centre
  • Legal assistance : any documents you create can be printed or exported to PDF and Word.
  • Business planning : you can export all your business plans as PDF and Word documents.
  • Credit checking : you can save reports into your computer straight from your browser.

Once I subscribe to Business ToolBox what happens to my data if I cancel my subscription?

If you close your Business ToolBox account you will lose access to your chosen tools at the end of the current billing period. Before cancelling, please ensure you export any data you want to keep, in order to avoid losing your data within the tools.

If you’ve closed your account by mistake or change your mind, you’ll need to call our support team on +44 (0) 330 335 1562, Monday to Friday (except Bank Holidays), 9:00am - 5:00pm. Calls are charged at your local rate.

Please read our data retention policy within our privacy policy.

Do I need the internet to access Business ToolBox?

Yes. Business ToolBox is an online service. All your tools are accessible from any device with an internet connection. You don't need to download any software to your computer. All your data is hosted securely online. This means that you can update your website, process an invoice or edit a legal document anytime online from your web browser.

Is Business ToolBox suitable for use on a Mac or a tablet?

Business ToolBox is accessed on the internet through a web browser, so it works with any internet-connected device. You can also access key features using most devices.

What will happen to my Business ToolBox account if I close down my Lloyds Bank account?

Even if you close your current account, you can continue to use your Business ToolBox account. Please note that if you were using a payment method linked to your current account, you will need to ensure that you update your payment details to continue enjoying the benefits of Business ToolBox.

What if I need help?

We’re here to help you every step of the way. We provide a comprehensive Business ToolBox support centre with guides and advice on using all your Business ToolBox tools.

If you’ve any questions, please contact our dedicated support team on +44 (0) 330 335 1562, Monday to Friday (excluding Bank Holidays), 9:00am to 5:00pm. Calls are charged at your local rate. Or email us at support@toolbox.lloydsbank.co.uk

Can I move an existing email account over to my email on Business ToolBox?

Yes. If your email is hosted with another provider, you'll be able to migrate these existing emails into your Business ToolBox email tool. Also, if you’re using a free email account (e.g. Gmail, Hotmail, etc.), you can point these to your Business ToolBox email account. We provide detailed instructions on how to do this in our Business ToolBox support centre.

People can still send emails to your other accounts, but they will be combined into a single mailbox on Business ToolBox, from which you can reply to all.

Can I use a domain that I’ve registered elsewhere for my email?

Yes, you can use your current email domain. Or, if you don't already have an email domain, you can use ‘toolboxtrial.com’ for testing during the trial period. You can buy your own personalised domain when you subscribe to Business ToolBox after your free trial. The cost of the new domain will be included in your monthly subscription.

Can I use a domain I’ve registered elsewhere for my website?

Yes, you can use your current domain for the website tool during and after your free trial. If you don't already have a website domain, you can use ‘toolboxtrial.com’ for testing during the trial period. Or you can buy your own personalised domain when you subscribe to the tools after the free trial. The cost of the new domain will be included in your monthly subscription.

Can I transfer an existing website across to Business ToolBox?

You can use an existing domain with Business ToolBox (see Can I use a domain I have registered elsewhere?) but existing websites cannot be ported across. However, Google Analytics can be set up to view website statistics from within Business ToolBox even if the site is hosted elsewhere. You can copy and paste any images or text from an old site into a newly created one with Business ToolBox.

Will I get a personalised domain name when I join Business ToolBox?

The free domain name toolboxtrial.com will be available to you for testing during your trial period. When you subscribe to the tools after the free trial, you can switch to your own personalised domain for either the website or the email tool.

Will a website built on Business ToolBox appear in Search Engines?

The website builder is designed to allow search engines to analyse and categorise your site. However, creating a website doesn't mean it will be automatically listed by Google or any other search engine. There are simple steps that you can take to improve your ranking. These include telling search engines about your website, having regularly updated key-word rich content, optimising your site with descriptions of your content (referred to as metadata) and getting other sites to link to you. There is more information on how to do all this in our Business ToolBox support centre .

Are the legal documents suitable for use in Scotland?

Most of the documents within Business ToolBox are multi-jurisdictional and will ask you which law applies – i.e. England and Wales, Scotland or Northern Ireland. Some have been created specifically for different territories. For example, the Service Occupancy Agreement has been created specifically for use in Scotland.