Industry guide
Tax and accounting firms
Your templates and procedures are what count here, not client returns. Client files and taxpayer data can stay out.
Check my estimateQuick answers
Could we limit it to internal procedures?
Yes. You control the scope down to each folder.
Who from our practice joins the call?
Usually a partner and whoever manages your document systems, plus your counsel if you want.
Is an NDA part of this?
Yes, before anything else, and there is no cost to you.
About taxpayer information
Taxpayer data stays out, since strict confidentiality rules apply to it. Client files can stay out as well, and your tax software can be left out of scope entirely.
Your practice and its counsel decide whether any client related material belongs in a license. We do not offer legal or tax advice.
A good first scope
Many practices start with their existing playbook: the engagement checklists, the close steps and the review notes explaining how issues get resolved. Those reflect method, not client numbers. Later, with your counsel, you can consider practice management history, or exclude it. Your staff keep working as they do every day, and client files never move.
Whatever goes in, the copy is prepared the same way. Our partner, License Your Data, sticks to the scope you approve, puts placeholders in place of names and identifiers and gets your approval on a sample first. Nothing original ever leaves your own systems.
A few more points
- Account details are removed, and clients, staff and companies become placeholders.
- Keep back any template you consider core.
- Nobody needs your passwords, and originals stay in your systems.
What usually comes up
- Engagement and close checklists
- Standard workpaper templates
- Review steps and sign offs
- Staff guides and internal knowledge bases
- How requests come in and get billed