Industries
Accounting firms: the method, not the client file.
Years of checklists and review notes record how your firm plans, prepares and reviews its work. Client files and taxpayer data can be left out.
Get my estimateThe first concern we hear
Taxpayer data stays out
Tax return information comes with strict confidentiality rules. 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.
You keep your methods
What you license is a de-identified copy, not your practice. Your originals remain in your systems and you keep ownership. You can hold back any client, folder or period.
Everything starts under NDA, nothing is shared until you approve a sample, and there is no cost to you.
Records in scope
What tends to be useful
Not all of these are needed. One well kept system can be enough to start a conversation.
Checklists by engagement
The step by step way engagements get planned, documented and tied out.
Month and year end close
The real sequence of a month end or year end close.
Review notes
The points reviewers flag, the replies from preparers and how each gets cleared.
Request tracking
How client requests come in, get assigned, chased 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. You will not find that pattern online; it sits in your checklists and review notes.
What the process looks like for you
It starts with the estimate. Within minutes, a License Your Data specialist calls to arrange a 15-minute call. If you continue, License Your Data prepares a de-identified copy, you approve a sample, and buyers license the copy.
Questions
Questions from accounting firms
- Will you need our client files?
- No. Internal procedures, templates and review workflows are the usual focus. Client files can stay out completely.
- Are staff names kept in review notes?
- Names and identifiers are replaced with placeholders, including your own staff, before the sample you approve.
- Is tax season an obstacle?
- No. The 15-minute call can be booked whenever suits you, and nothing moves until you approve a sample.
See your starting range
Four questions. Within minutes, a License Your Data specialist calls to arrange a 15-minute call.
Find out what my data is worth