Sectors / Accounting firms
What your firm knows, kept apart from client 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 estimateWhat counts
Records that tend to be useful
You choose which of these are in. Any of them can be left out at any time.
Closing procedures
The order a month-end or year-end close actually runs in, and who does what.
Review points and sign-off
What reviewers flag, how preparers answer, and how points get cleared.
Templates and internal guides
The way the firm sets out its standards and methods for its staff.
Checklists for engagements
How your team plans, documents and ties out an engagement, step by step.
The concern we hear most: client confidentiality
Accounting firms hold sensitive client and taxpayer information under strict professional duties. So the starting point is the firm's own know-how, not client work. Client files and taxpayer data can stay out completely, and you can leave out your tax software or any system that holds them.
What belongs in scope, if anything, is decided with you and your counsel. We give no advice on whether licensing is permitted for your firm.
How your records are handled
Everything starts under an NDA. 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
Must every system be included?
No. One tidy system, for example a document library of templates and checklists, may be enough to get the conversation started.
Do we give up our methods?
No. What is licensed is a copy, not your practice. Any template or folder you see as core can be held back.