What labs cannot read in the standards
Anyone can read the published standards and guidance. The thinking of your reviewers stays private: the story behind a new cutoff step on the close checklist, or the moment a manager saw a reconciliation would not tie.
That judgment sits in your engagement checklists, templates and review notes, gathered across many busy seasons.
Records that usually count
- Engagement checklists. They show how each job is planned and then tied out.
- Close procedures and SOPs. How a month-end or year-end close really runs.
- Review workflow. What gets flagged on review and the way it is cleared.
- Staff knowledge bases. How your firm walks its people through procedures.
First, the question of client files and taxpayer data
Strict confidentiality rules apply to tax return information. You can keep client files and taxpayer data out completely, and your firm and its counsel decide whether any tax-related material is in scope. We give no legal advice.
What matters is how your firm works. Any person, client or company named in scope is swapped for a placeholder.
What the firm can hold back
- Client files. Leave them out completely.
- Taxpayer data. Excluded.
- Your own pricing and methods. Exclude whichever folder, tool or period you like.
How it starts for you
The estimate form comes first. Within minutes, a specialist from License Your Data rings to arrange a 15-minute call, covered by NDA. Then License Your Data prepares a de-identified copy of what you scoped, and once you approve a sample, buyers license that copy.
Questions owners ask
Who makes the scope decisions?
The firm and its counsel. Until you approve a sample, nothing goes out.
Do our originals leave our systems?
No. Your originals stay where they are while License Your Data prepares a de-identified copy.
Do we need to prepare anything for the call?
Not really. Know what tools your team works in and about how long you have used them. No one asks for exported files.
Will the firm get a bill?
No. There is no cost to you.
Find out what your firm's methods could be worth.
Start my estimate