Sectors / Accounting firms
Your firm's expertise, minus your clients' files
Over the years, accounting firms collect checklists, review notes and close routines. That internal expertise is what labs are after. Client files and taxpayer data can be kept out.
Check my estimateUseful records
Records that tend to be useful
Which of these go in is your choice. You can always leave any of them out.
Internal guides and templates
How the firm explains its standards and methods to its own staff.
Checklists for engagements
The step by step way your team plans, documents and ties out an engagement.
Closing procedures
The real sequence of a month-end or year-end close, and who handles each part.
Review notes and sign-off
The points reviewers raise, how preparers respond, and how items get cleared.
What firms ask about first: client confidentiality
Accounting firms keep sensitive client and taxpayer information under strict professional duties. So the starting point is the firm's own know-how, not client work. You can keep client files and taxpayer data out altogether, and exclude your tax software or any other system that stores them.
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
Everything starts under an NDA. License Your Data prepares a de-identified copy, with names and identifiers replaced by placeholders, including your own staff. You approve a sample before anything goes out, and your originals never leave your systems.
Two common questions
Do we have to include 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 give up our methods?
No. A copy gets licensed, never the practice itself. You can hold back any template or folder you consider core.