Why these records matter
Standards and guidance are published. Your reviewers' reasoning is not, such as the reason a cutoff step joined the close checklist or how a manager spotted that a reconciliation was off.
That judgment sits in your engagement checklists, templates and review notes, gathered across many busy seasons.
What often qualifies at a firm
- Engagement checklists and templates. How work gets planned and tied out.
- Close procedures. The real steps behind each month-end and year-end close.
- Review and sign-off workflow. What reviewers flag and how it is cleared.
- Internal knowledge bases. The way procedures are explained to your staff.
The first concern: client files and taxpayer data
Information from tax returns is covered by strict confidentiality rules. Client files and taxpayer data can stay out entirely, and whether any tax-related material belongs in scope is for your firm and its counsel to decide. We do not offer legal advice.
The focus is the firm's own methods. If any names stay in scope, each person, client and company becomes a placeholder.
What the firm can hold back
- Client files. Kept out in full if you wish.
- Taxpayer data. Out.
- Pricing and proprietary methods. Any folder, tool or time period can be held back.
How the firm gets started
Fill in the estimate form. A specialist from License Your Data calls within minutes to set up a 15-minute call, under NDA. After the call, License Your Data prepares a de-identified copy of the records you put in scope, you approve a sample, and only then do buyers license that copy.
Common firm questions
Do our originals leave our systems?
They do not. License Your Data works from a de-identified copy, and the originals remain in your systems.
Will the firm get a bill?
No. You are not charged anything.
Who decides the scope?
The firm and its counsel. Until you approve a sample, nothing goes out.
Do we need to prepare anything for the call?
Only the basics: your team's tools and a rough start date for each. You will never be asked to export files.
Your firm's methods may be worth more than you think. Get a range.
Begin the estimate