Sakuya journal · Sep 9, 2026 · 1 min read

Data licensing for accounting and bookkeeping firms

Firm process and internal workflow can have value. Client financials need special care.

Accounting firms hold two very different kinds of records: their own internal operations and their clients' financial information.

Focus on internal process

Workflow documentation, internal checklists, review processes, scheduling and team communication about how work gets done are often the most licensable material.

Client data is different

Client financial records are typically covered by strict confidentiality obligations and professional rules. In most cases they should be excluded. Talk to your counsel before considering otherwise.

The right approach

Start with what is clearly yours. An assessment can identify which internal records are worth bringing to a lab.