Industry notes
Accounting firms: the method, not the numbers
The value sits in your firm's way of working, not in any client's numbers. Client files and taxpayer data can stay out completely.
Get my estimateClient 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. Scope can be limited to your internal procedures and templates.
Your firm and its counsel decide whether anything related to clients belongs in scope. We give no legal or tax advice.
Also worth knowing
- Identifiers are replaced. People, clients and companies become placeholders in the copy, and account details are removed.
- Core work stays in house. Your originals do not leave your systems, and you may withhold any template or folder central to the firm.
A common place to start
A sensible first scope is the firm's own playbook: close checklists, review workflow and the templates staff reach for every 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.
No matter where scope begins, the copy follows one process. License Your Data uses only material you approve, puts placeholders where names and identifiers were, and has you review a sample before anything is shared. Your original records never move out of your systems.
Records that tend to come up
- Engagement checklists and workpaper templates
- Procedures for closing the month and the year
- Reviewer notes and how sign off flows
- Internal guides that explain procedures to staff
- Billing and client request flow inside your practice management tool
Short answers
Who from our firm has to take part?
Usually whoever looks after your practice management and document systems, plus a partner and your counsel for scoping.
At what point do we review what is shared?
You approve a sample of the prepared copy before anything is shared.
Is it possible to exclude our tax software completely?
Yes. You can exclude any system, folder, client or period.
Being an accounting firm has no effect on the number.
Start with three questions and see your indicative range.