For accounting practices
Your firm's methods, with the clients left out
Review notes, checklists and close steps count. Taxpayer data and client files never do.
Check my estimateWhy the records count
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.
Where the value usually sits
- 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. The material your staff learn the job from.
The worry owners raise first: 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 are not legal advisers and never claim licensing is allowed for a given practice.
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. Not included.
- Proprietary methods or pricing. Exclude any folder, tool or time period.
The steps from here
Once you send the estimate form, a License Your Data specialist calls within minutes to set up a 15-minute call under NDA. License Your Data then prepares a de-identified copy of what you put in scope. You approve a sample, and only after that do buyers license the copy.
Owner questions
- Is there a charge for us?
- No. It costs you nothing.
- Is the first call confidential?
- Yes. It all begins under NDA.
- 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.
- Who sets the scope?
- That is for your practice and its counsel. A sample needs your approval before anything is shared.