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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.

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Questions

Asked by accounting firms

Do you need client files?
No. Internal procedures, templates and review flows are typically what matters. You can exclude client files completely.
Are staff names kept in review notes?
Names and identifiers, including those of your own staff, are replaced with placeholders 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.

Every industry

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 left out, 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.

Useful records

What usually proves useful

Not all of these are needed. One system kept in good order may be all it takes to start talking.

  • Engagement checklists

    The step by step way engagements get planned, documented and tied out.

  • Closing procedures

    The real sequence of a month end or year end close.

  • Review comments

    What reviewers flag, how preparers respond and how points get cleared.

  • Client request workflows

    How client requests arrive, are assigned, followed up and delivered.

Why labs want these records

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 this would work for you

Begin with the estimate. Within minutes, a License Your Data specialist calls to arrange a 15-minute call. If you go ahead, License Your Data prepares a de-identified copy, you approve a sample, and buyers license that copy.

See where your range starts

Only four questions. A specialist from License Your Data phones within minutes to book a 15-minute call.

Find out what my data is worth