Tax and accounting practices
How your practice works, not who it works for
Review notes, checklists and close steps count. Taxpayer data and client files never do.
Get my rangeThe value in a firm's files
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.
Your checklists, templates and review steps are where that thinking is written down.
Where the value usually sits
- Engagement checklists. The way jobs are planned and written up.
- Close procedures. How a close actually runs, and in what order.
- Review notes and sign-off. The issues reviewers raise and how they get resolved.
- Internal templates and guides. How new people at the firm get trained.
What owners ask about first: client files and taxpayer data
Taxpayer data and client files are kept out. Strict confidentiality rules cover tax return information. Whether anything tax related belongs in scope is a call for your practice and its counsel. We give no legal advice, and we do not say any practice is permitted to license.
The focus is your own methods. Any name that remains, whether a person, client or company, is swapped for 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.
How it runs
Once you send the estimate form, a License Your Data specialist calls within minutes to set up a 15-minute call under NDA. Next, License Your Data builds a de-identified copy of the records you scoped in. Buyers license that copy only once you have approved a sample.
What owners ask us
- Do we pay anything?
- No. It costs you nothing.
- Who sets the scope?
- Your practice, with its counsel. Nothing goes out before you approve a sample.
- 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.
- Is the first call confidential?
- Yes. Everything starts under NDA.