For accounting practices
The method of a practice, minus the client files
How your practice checks, closes and reviews. Client files and taxpayer data are left out.
See my estimateWhy the records count
Standards are published. How your reviewers think is not: the step added to a close checklist after a hard year, or the note that sent a reconciliation back.
Engagement checklists, templates and review workflows carry that judgment.
Where the value usually sits
- 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. The material your staff learn the job from.
The worry owners raise first: client and taxpayer data
Nothing from client files or taxpayer data goes in. 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.
Where you can say no
- Client files. Not included.
- Taxpayer data. Out.
- 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. 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.
Owner questions
- Who sets the scope?
- Your practice and its counsel. You approve a sample before anything goes out.
- Will we be billed?
- No. You pay nothing.
- What should we prepare first?
- No. It is enough to know which tools your team uses and roughly since when. Nobody asks you to export anything.
- Is the first call confidential?
- Yes. An NDA covers everything from the start.