Industry guide
Tax and accounting practices
Your procedures and templates are the point, not your clients' returns. Taxpayer data and client files can be left out.
Check my estimateKeeping taxpayer data out
Strict confidentiality rules cover taxpayer data, so it stays out. Client files can stay out too, and you can leave your tax software out of scope altogether.
Whether any client related material belongs in a license is a decision for your practice and its counsel. Legal and tax advice are outside what we do.
What usually comes up
- Engagement and close checklists
- Workpaper templates
- How reviews and sign offs flow
- Staff manuals and internal wikis
- Intake and billing processes
A good first scope
A good start is the playbook your team already works from, meaning engagement checklists, close procedures and the review notes behind each cleared issue. They show how you work, not your clients' numbers. Practice management history can be considered later, with your counsel, or left out. Day to day work stays the same for your staff, and your client files remain in place throughout.
The preparation steps are the same no matter what you include. Working from your approved scope alone, License Your Data replaces names and identifiers with placeholders, then shows you a sample before any copy is shared. The original files stay in your systems the whole time.
Common questions
Can we include only internal procedures?
Yes. You control the scope down to each folder.
Who do we bring to the call?
Usually a partner and whoever manages your document systems, plus your counsel if you want.
Is an NDA part of this?
Yes, before anything else, and there is no cost to you.
Other things owners ask about
- Placeholders replace clients, staff and companies, and account details come out.
- Keep back any template you consider core.
- No password is ever requested, and your originals remain in place.