Tax and accounting practices
The method of a practice, minus the client files
Review notes, checklists and close steps count. Taxpayer data and client files never do.
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.
Your checklists, templates and review steps are where that thinking is written down.
Where the value usually sits
- Engagement checklists. How work gets planned and documented.
- Close procedures. How a close actually runs, and in what order.
- 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.
What owners ask about first: client files and taxpayer data
Client files and taxpayer data stay 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 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.
Things you can exclude
- Client files. Out.
- Taxpayer data. Left out.
- Proprietary methods or pricing. Any folder, tool or period can stay out.
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. From the scope you set, License Your Data then makes a de-identified copy. Buyers license that copy only once you have approved a sample.
Owner questions
- Do we pay anything?
- No. You pay nothing.
- Who decides what is in?
- Your practice, with its counsel. Nothing goes out before you approve a sample.
- Is there anything to prepare?
- Nothing. Just know which tools your team works in and about how long. You will not be asked to export anything.
- Is that first call kept confidential?
- Yes. An NDA covers everything from the start.