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
The rules are public, but your reviewers' judgment is not: a checklist step born from a hard year, a note that bounced a reconciliation back.
That judgment lives in your templates, review workflows and engagement checklists.
Records that tend to qualify
- Engagement checklists. Planning and documentation, step by step.
- Close procedures. What happens during a close, step after step.
- Review notes and sign-off. What reviewers flag and how it is cleared.
- Internal templates and guides. How new people at the firm get trained.
The first concern we hear: client and taxpayer information
Taxpayer data and client files are kept out. Tax return information carries strict confidentiality rules, and whether any tax-related material belongs in scope is for your practice and its counsel to decide. We do not give legal advice or say licensing is permitted for any practice.
What matters is how your practice works. Each remaining name of a person, client or company is replaced with a placeholder.
What you can hold back
- Client files. Left out.
- Taxpayer data. Not included.
- Proprietary methods or pricing. Exclude any folder, tool or time period.
What happens next
You fill in the estimate form, and a specialist from License Your Data calls within minutes to book a 15-minute call under NDA. From the scope you set, License Your Data then makes a de-identified copy. A sample comes to you for approval first. Only then do buyers license the copy.
What owners ask us
- Who chooses what goes in scope?
- Your practice, with its counsel. Nothing goes out before you approve a sample.
- Is that first call kept confidential?
- Yes. Everything starts under NDA.
- Will we be billed?
- No. You pay nothing.
- What should we prepare first?
- Nothing. Just know which tools your team works in and about how long. You will not be asked to export anything.