Could an accounting firm have relevant records?
Possibly, if the discussion centers on material the firm itself created: procedures, checklists, internal guidance, and training exercises built from illustrative inputs. Review authorship and any publisher or network restrictions. Removing client names does not make a client-derived example firm-owned or cleared for another use.
Client tax returns, financial statements, and workpapers are a different category with strict confidentiality rules. Origin helps owners separate the two before anything is discussed with a recipient. Get an indicative estimate with your firm’s details.
Three examples from a firm.
These are illustrative examples to help you recognize record types. They are not client cases, accepted datasets, or evidence of a buyer offer.
| Work your team did | Firm records to look for | What the history can explain |
|---|---|---|
| Standardized the month-end close for small clients | Close checklist versions, internal memo on changes, reviewer notes template | Which steps caught errors and why the process changed |
| Built a review checklist for a common return type | Checklist, reviewer guidance, internal FAQ from staff questions | What experienced reviewers look for and in what order |
| Trained new staff on reconciliation exceptions | Training deck, practice exercises built from illustrative data, answer keys | How the firm teaches judgment on unusual items |
Beyond procedures: reconciliation and AP exception history
Accounting agent tasks can depend on the path from an inconsistency to a reviewed final entry. Look for reconciliation differences, invoice exceptions, close checklists, reviewer corrections and the resulting posting or unresolved state. Keep the original context separate from the answer.
Mercor’s accounting index includes bookkeeping and month-end tasks in simulated companies. It supports interest in this kind of work; it does not establish a price for client files or cover every accounting specialty.
| Case | Connections to check |
|---|---|
| AP mismatch | Invoice, discrepancy, reviewer question, approved correction and posting. |
| Reconciliation | Unmatched item, investigation, adjustment and checked balance. |
| Close exception | Checklist step, exception, review note and final disposition. |
Describe the workflow without sharing client files
Map one category using the record-map builder, then note the retained years, systems, linked outcomes and known restrictions. Client ledgers and workpapers may have different permissions from your internal procedures.
Read workflow data licensing and evaluation-only use before agreeing what a recipient may do.
Which records must be considered separately?
Client information is the central issue for any firm. In the United States, Section 7216 rules govern tax return preparers’ use and disclosure of tax return information, including consent requirements and specific exceptions. Have the responsible legal and professional reviewers determine the rules that apply to your firm and proposed use. Keep the categories below out of the initial conversation.
- Client tax returns and any information taken from them.
- Client financial statements, ledgers, bank data, and workpapers.
- Client correspondence and engagement files.
- Staff personnel and payroll records.
Where does the firm’s own material live?
Look in your internal wiki or shared drive, practice management system templates, training folders, and quality control documentation. Note which documents were written by the firm, which came from software vendors or publishers, and how many revisions were kept.
The company record map helps you describe one workflow at company level without exporting anything.
- Identify a firm-authored procedure separately from a publisher’s template or a completed client workpaper.
- Check whether the revision history explains why a reviewer changed the procedure.
- For a training exercise, record whether the inputs were invented or derived from real client information; leave uncertain provenance on hold.
Who should be involved?
A managing partner can start the conversation. The person responsible for quality control or training can explain the material. Legal counsel familiar with professional standards should review any proposed access and licensing terms.
What to bring to the first conversation.
Send your firm name, website, and contact details through the inquiry form. You can discuss the rest when we follow up.
- Your services, such as tax, bookkeeping, audit, or advisory, and the size of the firm.
- Which procedures, checklists, and training materials the firm wrote itself.
- How long that material has been maintained and whether earlier versions exist.
- Any restrictions from software vendors, networks, or affiliations.
What happens after you contact Origin?
Origin reviews your inquiry and follows up to discuss the records you describe, the questions that need review, and whether there is an opportunity to pursue for a firm. Sometimes the right conclusion is that there is no clear route.
If a relevant introduction is proposed, your company approves the recipient and the information shared. The receiving company evaluates the records and proposes its own terms. Your company decides whether to proceed.
There is no standard data price or guaranteed offer. The company-data value guide explains what to compare if an offer emerges. Get an indicative estimate to start with your company details.