Industry · Accounting & CPA firms
License your accounting firm's records to AI labs
Close checklists, review notes, workpaper flows, the back-and-forth that gets a return out the door. Your firm's process is the asset, not your clients' files.
Firms with 20+ staff, three or more years in one practice management system, and company email fit best. Recent reporting has mid-sized companies getting offers from $100K to $2M for records like these.
Records buyers want from accounting companies
- Close checklists and month-end workflows
- Review notes and preparer–reviewer threads
- Practice management and time records
- Internal SOPs, templates and training
- Engagement workflow in your practice management system
- Internal email and chat about how work gets done
Why buyers want them
AI labs want to train agents that do professional work step by step and catch their own mistakes. A firm's review cycle shows exactly that: draft, comment, fix, sign off, thousands of times.
Who fits best
Firms with 20+ staff, three or more years in one practice management system, and company email fit best.
Watch out for
Tax return information has special federal rules (IRC §7216) and professional confidentiality rules apply to client files. Expect client returns and client-identifying records to be excluded. Talk to your counsel before you sign anything.
How it works
Take the free match. If your company fits, you approve an introduction to one buyer in writing. The buyer reviews, de-identifies and proposes terms. You approve every term before anything is delivered, and you still own your records. Full guide.
S.01 FAQ
Accounting questions.
AccountingCan we license client tax returns?
Expect not. Federal rules restrict how preparers use tax return information. The value buyers want is your firm's workflow, which can be separated from client files.
AccountingWhat's left if client files are excluded?
A lot: checklists, review notes, templates, scheduling, time records, and internal discussion of how work gets done, with client details removed.
AccountingDoes a small firm fit?
Firms under 20 people fit fewer programs today. Take the match anyway; requirements change and we'll tell you if one opens.
Free match · No obligation
Find your fit.
Get paid.
Five minutes, free, and nothing goes to any buyer without your written OK.