Why your methods are valuable
The standards and guidance are public already. What is not is how your reviewers actually think: why a cutoff step was added to the close checklist, or how a manager knew a reconciliation did not tie.
Many busy seasons of judgment are written into your templates, review notes and engagement checklists.
Typical qualifying records
- Engagement checklists. They show how each job is planned and then tied out.
- SOPs and close procedures. What really happens during a month-end or year-end close.
- Review workflow. What gets flagged on review and the way it is cleared.
- Internal knowledge bases. The way procedures are explained to your staff.
The first concern: client files and taxpayer data
Strict confidentiality rules apply to tax return information. Taxpayer data and client files can be left out in full. Whether any tax-related material is in scope is a call for your firm and its counsel. We give no legal advice.
The interest is in your firm's own methods. Any person, client or company named in scope is swapped for a placeholder.
What you can leave out
- Client files. Kept out in full if you wish.
- Taxpayer data. Excluded.
- Your pricing and proprietary methods. Hold back any folder, tool or period.
How the firm gets started
First you complete the estimate form. A specialist with License Your Data calls you within minutes to set a 15-minute call under NDA. Afterward, License Your Data builds a de-identified copy of your scoped records. You approve a sample, and only then is that copy licensed to buyers.
What partners ask us
How should we prepare 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.
Do the original records ever leave?
They do not. License Your Data works from a de-identified copy, and the originals remain in your systems.
Who chooses what is in scope?
The firm and its counsel. Until you approve a sample, nothing goes out.
Will we be invoiced?
No. You are not charged anything.
Your firm's methods may be worth more than you think. Get a range.
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