// Industries · Accounting and bookkeeping practices
Your process is valuable. Your clients' returns stay home.
How a practice runs an engagement (requests, review notes, templates, internal discussion) is written down in your practice-management system. That process trail can be evaluated. Client tax returns and workpapers can't, and they never leave.
The systems your team already writes in
Nothing new to install. What counts is years of work on the same systems, connected across them.
// Your written record
Years of connected work
7 systems, one trail
What's in, and what stays out
Typically licensable
- Engagement workflow and task history
- Review notes on process
- Internal templates and checklists
- Internal chat about how work gets done
Stays out
- Tax returns and return information
- Client workpapers and ledgers
- Audit files
- Anything identifying a client's finances
Who counts toward the 30
Count staff accountants, bookkeepers, managers and admin who work in your systems daily.
Questions owners ask
- Isn't client information off-limits?
- Yes. Tax return information has its own federal rules, and it stays out entirely. What's evaluated is your internal process.
- We're an audit firm.
- Audit practices aren't a fit; the independence rules make it impractical.
- We're under 30 people.
- Some programs accept smaller accounting practices. Book a data consultation and we'll tell you which.
Book your data consultation
Tell us about your company. A data specialist calls you by the next business day. Nothing you tell us commits you to anything.