Industries
Accounting firms: the method, not the client file.
Your checklists and review notes capture, over many years, how the firm plans, prepares and reviews work. Taxpayer data and client files can stay out.
Get my estimateRecords that fit
Records that tend to help
Not all of these are needed. One well kept system can be enough to start a conversation.
Checklists by engagement
How engagements are planned, documented and tied out, one step at a time.
Month and year end close
How a month end or year end close really runs, and in which order.
Review comments
What reviewers flag, how preparers respond and how points get cleared.
Request workflows
How client requests arrive, are assigned, followed up and delivered.
What makes these records valuable to labs
To help with close, review or audit work, models need to see how a good preparer works and what a reviewer asks. That pattern lives in your checklists and review notes, not on the public web.
How it would work for you
Begin with the estimate. A specialist from License Your Data phones within minutes to book a 15-minute call. Should you go ahead, License Your Data makes a de-identified copy, you sign off on a sample, and buyers license it.
Questions
Questions from accounting firms
- Are client files required?
- No. The usual focus is internal procedures, templates and review workflows. Client files can be left out entirely.
- What happens to staff names in review notes?
- Names and identifiers, including those of your own staff, are replaced with placeholders before the sample you approve.
- Does tax season get in the way?
- No. You can book the 15-minute call whenever it suits you, and nothing happens until you approve a sample.
What owners ask about first
No taxpayer data
Strict confidentiality rules cover tax return information. Taxpayer data and anything that identifies a client can be excluded, and whether any tax material belongs in scope is for your firm and its counsel to decide.
Your methods stay yours
You license a de-identified copy, never the practice itself. You keep ownership, and the originals stay in your systems. You can hold back any client, folder or period.
It all begins under NDA, nothing is shared until you approve a sample, and it costs you nothing.
See your starting range
Four questions. Within minutes, a License Your Data specialist calls to arrange a 15-minute call.
See what my data is worth