Industries / Accounting firms
AI labs are buying accounting firm dataYour firm's old workpapers could be worth more than you think.
AI labs license de-identified internal records from established US CPA, tax, bookkeeping and advisory firms. You approve exactly what's included.
- Free estimate in about a minute
- De-identified before delivery
- You approve every system and date range
- No cost to you, ever
The accounting firm records AI labs are buying
One well-documented system can qualify. You choose what's included.
Engagement checklists and workpaper templates
How engagements get planned, documented and tied out, step by step
Practice management (Karbon, Canopy, CCH), document managementClose procedures and SOPs
How a month-end or year-end close actually runs, and in what order
Document management, SharePoint, Microsoft 365Review notes and sign-off workflow
What reviewers flag, how preparers respond and how issues get cleared
Workpaper and document management systems, Microsoft 365Internal knowledge bases and templates
How your firm explains procedures, standards and positions to its own staff
SharePoint, intranet or wiki, shared drivesBilling and client request workflows
How requests come in, get assigned, chased, delivered and billed
Practice management (Karbon, Canopy, CCH), Microsoft 365 emailFrom your systems to a licensed copy
Your systems
You approve the scope
Pick systems and date ranges, in writing.
De-identified
Names, clients, addresses and account numbers removed.
Licensed copy
Used for AI training. Never published.
Your originals stay in your systems, untouched.
What you need
- 30+ employeesAn established team with real operating history.
- 3+ years of recordsLong history is where the value is.
- Based in the USOther regions are reviewed case by case.
- Records in real business systemsEmail, file storage, CRM and the tools your team works in.
Not sure how much data you have?
Nobody expects you to know. Get an indicative range in about a minute; the volume is measured later, on a call.
Get my estimateThree steps. You decide at each one.
Get your estimate
A few questions about your company. About a minute.
Talk to a data specialist
A short call, then a written offer after a review of your systems.
Approve, then get paid
You sign off on the scope. The copy is de-identified before delivery.
Questions owners ask
Still unsure? The estimate is free and commits you to nothing.
Get my estimateWhat records do you need from an accounting firm?
The focus is internal know-how and workflow: engagement checklists, workpaper templates, close procedures, review workflows, knowledge bases, and billing and practice-management history. You don't need all of them. One well-documented system can qualify. The usual bar is 30+ employees, 3+ years of records and a US base, with records kept in real business systems.
Do we give up ownership of our data?
No. You license a copy. Your original records stay in your systems, untouched, and you keep ownership. You approve the exact systems and date ranges in writing before anything is exported, and you can leave out any inbox, folder, tool or period. Nothing leaves until you sign.
How are client, taxpayer and staff details handled?
Taxpayer information and client-identifying data must be removed or excluded, and your firm decides with its counsel what stays out. In the agreed copy, every person, client, company name, address and account number is replaced with a placeholder or removed. That includes your own staff. Social Security numbers and payment details are removed entirely.
How much work is this for our team?
Usually a few hours from whoever administers your practice management, document management and email. There's no cost to you, and you're never invoiced. The buyer pays Renaissance Data Lab a finder's fee when a deal closes. It doesn't come out of your offer and is disclosed in writing before you sign. Typically, it takes about 60 to 90 days from first call to payment.
How do Section 7216, our engagement letters and professional standards affect this?
That depends on your contracts and professional obligations, and we don't give legal advice. Check with your own counsel. The buyer's legal team reviews scope with you before any export. Taxpayer and client-identifying data must be removed or excluded, and you can leave out your tax systems, client folders or any period entirely.
Does the eligibility check commit us to anything?
No. The check is free, takes about a minute and creates no obligation. If you qualify, the final offer comes in writing after a review of your actual systems and data volume. Nothing leaves your systems until you sign.
See what your accounting firm records could be worth.
Free, about a minute, no obligation.
Get my estimate