What labs cannot read in the standards
Anyone can read the published standards and guidance. 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.
- SOPs and close procedures. What really happens during a month-end or year-end close.
- Sign-off and review workflow. The points reviewers raise and how they get resolved.
- Internal knowledge bases. The way procedures are explained to your staff.
What firms raise first: client files and taxpayer data
Tax return information carries strict confidentiality rules. 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 do not give 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. Kept out.
- Your pricing and proprietary methods. Hold back any folder, tool or period.
What happens first
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.
Questions owners ask
Will the firm get a bill?
No. You are not charged anything.
Do our originals leave our systems?
No. License Your Data prepares a de-identified copy, and your originals stay put.
Who makes the scope decisions?
Your firm and its counsel. Nothing goes out until you approve a sample.
Do we need to prepare anything for the call?
No. Knowing which tools your team uses, and roughly since when, is enough. Nobody asks you to export files.
See what your firm's methods could be worth.
Begin the estimate