Industry guide
For tax and accounting practices
The value is in your procedures and templates, not in client returns. You can keep client files and taxpayer data out.
Get my estimateOther things owners ask about
- Account details are removed, and clients, staff and companies become placeholders.
- Keep back any template you consider core.
- No passwords are requested, and your originals stay put.
About taxpayer information
Strict confidentiality rules cover taxpayer data, so it stays out. Client files can stay out as well, and your tax software can be left out of scope entirely.
It is up to your practice and its counsel whether client related material has any place in a license. We do not give legal or tax advice.
Common record types
- Engagement and close checklists
- Standard workpaper templates
- Sign off and review workflow
- Staff guides and internal knowledge bases
- How requests come in and get billed
How to start small
A good start is the playbook your team already works from, meaning engagement checklists, close procedures and the review notes behind each cleared issue. What they show is method rather than client figures. Practice management history can be considered later, with your counsel, or left out. Nothing about this changes how your staff work day to day, and your client files stay where they are throughout.
Whatever goes in, the copy is prepared the same way. License Your Data uses only the scope you sign off on, swaps names and identifiers for placeholders and has you review a sample before anything is shared. The original files stay in your systems the whole time.
Questions owners ask
Is it possible to include internal procedures only?
Yes. You decide the scope, down to the folder.
Who from our practice joins the call?
Usually a partner and whoever manages your document systems, plus your counsel if you want.
Will there be an NDA?
Yes, before anything else, and there is no cost to you.