Accounting and tax practices
How your practice works, not who it works for
How your practice checks, closes and reviews. Client files and taxpayer data are left out.
Check my estimateWhat makes them valuable
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.
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. Flags from reviewers and the work that clears them.
- Internal templates and guides. How the practice trains its own staff.
The first concern we hear: client and taxpayer information
Client files and taxpayer data stay out. Tax return information carries strict confidentiality rules, and whether any tax-related material belongs in scope is for your practice and its counsel to decide. We give no legal advice, and we do not say any practice is permitted to license.
The scope centers on your own methods. Where names remain, every person, client and company becomes a placeholder.
What you can hold back
- Client files. Out.
- Taxpayer data. Not included.
- Proprietary methods or pricing. Exclude any folder, tool or time period.
The steps from here
After the estimate form, expect a call within minutes from a License Your Data specialist, who books a 15-minute call under NDA. From the scope you set, License Your Data then makes a de-identified copy. You approve a sample, and only after that do buyers license the copy.
Owner questions
- Who chooses what goes in scope?
- That is for your practice and its counsel. A sample needs your approval before anything is shared.
- Is that first call kept confidential?
- Yes. It all begins under NDA.
- Is there a charge for us?
- No. You pay nothing.
- Is there anything to prepare?
- No prep needed. Knowing your team's tools and roughly when you started using them is enough, and no export is requested.