Accounting and tax firms
Your firm's methods, with the clients left out
Close procedures, checklists and reviewer notes, with client files and taxpayer data kept out.
Check my estimateWhy these records matter
Anyone can read the standards. Few can see how your reviewers reason, like the close step added after a tough year or the note that returned a reconciliation.
Your checklists, templates and review steps are where that thinking is written down.
What typically qualifies
- Engagement checklists. How work gets planned and documented.
- Close procedures. The real sequence of a month or year end close.
- Review notes and sign-off. Flags from reviewers and the work that clears them.
- Internal templates and guides. How the practice trains its own staff.
First question from owners: what about client and taxpayer data?
Taxpayer data and client files are kept out. Tax return information is under strict confidentiality rules, so your practice and its counsel decide whether any tax material is in scope. We give no legal advice, and we do not say any practice is permitted to license.
The focus is your own methods. Any name that remains, whether a person, client or company, is swapped for a placeholder.
What you are free to leave out
- Client files. Out.
- Taxpayer data. Not included.
- Proprietary methods or pricing. Exclude any folder, tool or time period.
How the process works
After the estimate form, expect a call within minutes from a License Your Data specialist, who books a 15-minute call under NDA. Next, License Your Data builds a de-identified copy of the records you scoped in. Buyers license that copy only once you have approved a sample.
Questions from owners
- Will we be billed?
- No. It costs you nothing.
- Is there anything to prepare?
- No prep needed. Knowing your team's tools and roughly when you started using them is enough, and no export is requested.
- Who decides what is in?
- Your practice, with its counsel. Nothing goes out before you approve a sample.
- Is our first conversation private?
- Yes. It all begins under NDA.