Your month-end checklist is worth more than you think
Accounting firms document their processes more carefully than almost anyone. That record of how reconciliations, reviews and closes are done may be licensable to AI developers, with all client financial details removed.
- closeMonth-end close checklistsEvery step, owner and sign-off.
- reviewReview notes and queriesHow a reviewer catches and resolves issues.
- intakeClient onboarding workflowsEngagement, document requests, setup.
The records buyers find useful
- SOPs and playbooks: close procedures, payroll runs, year-end, new-client setup.
- Process documentation: review hierarchies, approval limits, escalation paths.
- Task execution histories: practice-management task logs (Karbon, Canopy, TaxDome, Jetpack Workflow and similar).
- Templates: workpapers, engagement letters, management-report templates.
- Knowledge base: internal guidance on recurring technical questions.
- Reports and working files: with every client figure and identifier removed.
Client financial data, tax records and personal information are not what's being licensed and must be removed. Check your professional-body rules and engagement terms with your own adviser.
What a buyer might learn from a firm
Handling reconciliation exceptions
How unmatched items are investigated, explained and cleared, and who signs off.
Review and query cycles
How a preparer's work is reviewed, queried and corrected before it goes to the client.
Onboarding a new client
The sequence of requests, checks and system setup steps for a new engagement.
What partners ask
Doesn't client confidentiality rule this out?
Client information is not what's being licensed. The useful part is how your firm works. All client and personal details must be removed before anything is used, and your own adviser should confirm it fits your professional obligations.
We're a 30-person firm. Is that big enough?
The usual bar is 20+ desk staff, 3+ years in operation and 5+ data sources. Many established firms meet it.
Will this take staff time during busy season?
Finding out takes a 15-minute call. Any preparation only happens if a buyer is interested and you choose to go ahead, on a timeline you agree.
What could it be worth?
DataSupply says qualifying companies may be able to license their data for $100K–$5M[CONFIRM WITH DATASUPPLY]. No offer or payment is guaranteed; buyers decide eligibility and terms.
Tell us about your firm
No files, no cost. We'll tell you plainly whether it's worth a call.