Sectors / Accounting firms
Your firm's expertise, minus your clients' files
Accounting firms build up years of checklists, review notes and close routines. That internal know-how is the part labs want. Client files and taxpayer data can stay out.
Check my estimateUseful records
Records that are usually useful
You choose which of these are in. Leaving any of them out is always an option.
Engagement checklists
The step by step way your team plans, documents and ties out an engagement.
Internal guides and templates
How the firm teaches its own people its standards and methods.
Reviewer notes and approvals
What gets flagged in review, how preparers reply, and how each point is closed.
Closing procedures
The real sequence of a month-end or year-end close, and who handles each part.
The most common worry: client confidentiality
Accounting firms keep sensitive client and taxpayer information under strict professional duties. That is why the starting point is the firm's own know-how rather than client work. Client files and taxpayer data can be kept out entirely, and your tax software or any system holding them can be left out.
What, if anything, belongs in scope is decided with you and your counsel. We give no advice on whether licensing is permitted for your firm.
How it is handled
From the very first step, an NDA covers everything. License Your Data prepares a de-identified copy in which names and identifiers, your own staff included, become placeholders. A sample needs your approval before anything goes out, and the originals never leave your systems.
Two quick questions
Do we need every system?
No. One well-kept system, such as a document store full of templates and checklists, can be enough to start the conversation.
Do we lose our methods?
No. A copy is licensed, not your practice. You can hold back any template or folder you consider core.