Industries
Accounting practices and how they work
The value sits in your firm's way of working, not in any client's numbers. You can leave client files and taxpayer data fully out of scope.
See my estimateOther points firms ask about
- Identifiers come out. The copy uses placeholders for people, clients and companies, and strips account details.
- Your methods stay in house. Your originals never leave your systems. You can hold back any template or folder you see as core to the firm.
Client files and taxpayer data
Strict confidentiality rules cover tax return information, so taxpayer data is kept out. Client files can be excluded as well, and so can your whole tax software. A firm can keep the scope to internal procedures and templates.
It is up to your firm and its counsel whether any client related material is included. Legal and tax advice is not something we provide.
A typical first scope
Many firms begin with their own playbook: the close checklists, the review workflow and the templates staff use each week. They show how professional judgment gets applied, with no sign of whose books were involved. You and your counsel choose whether your practice management history goes in or stays out.
However the scope starts, the copy is made the same way. License Your Data limits itself to what you sign off on, replaces names and identifiers with placeholders, and sends you a sample to approve first. At no point do your originals leave your systems.
Records firms usually discuss
- The checklists and templates behind each engagement
- Your month end and year end close steps
- The review and sign off process, with its notes
- Staff guides that walk through internal procedures
- How client requests and billing move through practice management
Short answers
Which people at the firm need to join in?
Typically whoever manages your document and practice management systems, joined by a partner and counsel for the scoping step.
When do we get to check the copy?
You approve a sample of the prepared copy before anything is shared.
Is it possible to exclude our tax software completely?
Yes. Any system, folder, client or period can be excluded.
The type of firm you run does not move the number.
Start with three questions and see your indicative range.