Industries
Tax and accounting firms
The value is in your procedures and templates, not in client returns. Taxpayer data and client files can be left out.
Check my estimateWhat usually comes up
- Close and engagement checklists
- Templates for workpapers
- How reviews and sign offs flow
- Staff guides and internal knowledge bases
- Billing and request intake workflow
A sensible place to begin
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 looked at 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.
However much you include, the copy is made the same way. Our partner, License Your Data, sticks to the scope you approve, puts placeholders in place of names and identifiers and gets your approval on a sample first. The original files stay in your systems the whole time.
A few more points
- Account details are removed, and clients, staff and companies become placeholders.
- Any template you see as central can be held back.
- Nobody needs your passwords, and originals stay in your systems.
Short answers
Can the scope be just our internal procedures?
Yes. You decide the scope, down to the folder.
Who should be on the call?
A partner, whoever runs your document systems, and your counsel if you like.
Do we sign an NDA?
Yes. It comes before anything else, and there is no cost.
Taxpayer data stays out
Taxpayer data stays out, since strict confidentiality rules apply to it. Client files may be excluded too, along with your tax software as a whole.
Any question of including client related material is for your practice and its counsel to decide. We give no legal or tax advice.