AI data buyers now list what they pay an accounting firm for its returns. Each client's consent comes first.

CPA firms, tax preparers, outsourced bookkeepers and fund administrators in the United States: partners and owners deciding whether several filing seasons of work can be licensed.

AIData.Broker values what your firm holds against public prices. The firm's own records (its playbooks, procedures and books) we sell for you, described without your name to every buyer whose published rules they meet, and our fee is due only if a sale closes. Clients' files we do not take to market: with each client's written consent, we introduce your firm to a buyer whose listing takes such firms, free for you.

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buyers quoted below on what they want from companies like yours

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kinds of record below that the valuation measures or values

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rights questions to settle before a buyer sees a record

What companies like yours hold

What you typically have, where it sits, and whether the valuation can measure or value it. Buyers price what exists together, over how many years, and how well it links.

  • Returns with their workpapers
    Where it sits, and what the evidence shows
    Several filing seasons across C and S corporations, partnerships and nonprofits, with the preparer's and reviewer's notes.
    How the valuation reads it
    Measured from your documents exportCounted with documents and knowledge
  • Partnership returns with K-1 packages
    Where it sits, and what the evidence shows
    Form 1065 with the K-1s, supplemental statements and capital accounts.
    How the valuation reads it
    Measured from your documents exportCounted with documents and knowledge
  • Bookkeeping records
    Where it sits, and what the evidence shows
    Client ledgers, bank statements, purchase orders, invoices and receipts, in QuickBooks, Xero, Sage Intacct, CCH, UltraTax, Lacerte, Drake, Bill.com.
    How the valuation reads it
    Measured from your finance records exportCounted with finance records
  • Month-end close files
    Where it sits, and what the evidence shows
    Reconciliations with preparer and reviewer notes and sign-offs.
    How the valuation reads it
    Measured from your documents exportCounted with documents and knowledge
  • The firm's own procedures
    Where it sits, and what the evidence shows
    Checklists, review procedures and engagement templates the firm wrote itself: the part the firm owns outright.
    How the valuation reads it
    Measured from your documents exportCounted with documents and knowledge

What buyers say they want from companies like you

In their own words, from their own pages or from reporting on what they bought. Each opens its source.

  • “License tax returns, workpapers and bookkeeping records across many kinds of entities.”
    Mercor, its listing "Accounting & Tax Firm"Its own page, 27 Oct 2026
  • “Tax returns with workpapers across several entity types. Several filing seasons. Client documents that can be anonymized for licensing”
    Mercor, what the listing asks forIts own page, 27 Oct 2026
  • “Form 1065 K-1s with supplemental statements, Box 20 detail and capital accounts. Purchase orders, invoices and receipts. Client ledgers and bank statements”
    Mercor, what it would also likeIts own page, 27 Oct 2026
  • “Financial processes, SOPs, reconciliations, approvals, reporting workflows, and operational documentation”
    micro1Its own page, 12 Oct 2026
  • “What industry is your company in? * Select one Accounting & bookkeeping ... Chemistry & materials ... Recruiting & staffing Semiconductors ... Wholesale & distribution”
    GreppedIts own page, 20 Oct 2026

What raises the value

  • Several filing seasons for the same kinds of entity (the listing asks for "Several filing seasons").
  • A mix of entity types: C and S corporations, partnerships and nonprofits.
  • Partnership returns with the complete K-1 package.
  • Workpapers with preparer and reviewer notes, not only the filed return.
  • Each client's written consent, gathered before anything is offered.

What lowers the value

  • What the listing rules out: "Blank forms and templates", "Returns filed outside the United States".
  • Scanned paper returns with no text layer.

A line that quotes a buyer names it. The others are our checklist, drawn from the factors buyers state in general: no buyer publishes how much each one moves a price. How often each factor matters across 156 kinds of data.

The rights to settle first

These stop a sale more often than price does. Each can be settled before any buyer sees a record.

The full rights checklist
  • A law firm's matters, emails and documents are its clients' confidences, privileged or not, which a lawyer may not reveal without the client's consent (in England and Wales, SRA Code for Firms 6.3; in the US, each state's confidentiality rule), and a firm that prepares tax returns may not disclose or use what clients furnished for their returns, their names included, without each client's written consent (26 U.S.C. 7216). Removing names does not release the firm from either duty.
  • Anonymising does not turn a return into something else: under the Treasury's rules, tax return information is any information furnished for preparing a return, and using it for anything other than the return needs the client's own written consent (26 U.S.C. 7216 and its regulations).
  • A firm that picks which clients to ask from what it holds for their returns is already using that information, so ask every client the same way.

What is already on offer from companies like you

Read this morning from the brokers' and marketplaces' own catalogues. A buyer compares your records with these; settled rights, more years and more linked systems are what set one apart.

Every lot on offer

23

lots on offer like yours

6 years

of history in the middle of them

1 of 17

say the rights are settled

What holders like you ask

Can an accounting firm sell its clients' tax returns to AI companies?
With each client's written consent, a buyer publishes that it will: Mercor's listing for accounting and tax firms reads "License tax returns, workpapers and bookkeeping records across many kinds of entities." Mercor's listing for accounting and tax firms puts a deal at $25,000 to $865,000 ("Depends on client count and seasons").
Is anonymising the returns enough?
The listing asks for "Client documents that can be anonymized for licensing". Under section 7216, removing names does not release the preparer: the client's written consent is needed before their information is used for anything but their return.
What does a buyer want most from an accounting firm?
Mercor's listing: "We're looking for accounting practices that prepare returns and keep books for a mix of U.S. entities: C corporations, S corporations, partnerships and nonprofits. Partnership returns with complete K-1 packages are in particular demand, as are procurement records such as purchase orders." It would also like "Form 1065 K-1s with supplemental statements, Box 20 detail and capital accounts", "Purchase orders, invoices and receipts", "Client ledgers and bank statements".
What will a buyer ask us first?
Mercor's listing names its first questions: "Which entity types do you prepare returns for, and how many a year?", "Do you prepare partnership returns with K-1s?", "Can client documents be licensed once anonymized?", "Which tax and bookkeeping software do you use?".
How do we sell through you?
Start with the valuation. We don't take a firm's client files to market. Where closed client work is what a firm would sell, the valuation offers it an introduction to a buyer whose listing takes such firms, free for the firm, and shows before it chooses what that buyer may pay us for the introduction. Each client's written consent comes before any of their files leaves your firm: removing names does not end your duty to them.

In this topic

What sells

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  2. GuideWhat Are RL Environments? Who Builds, Buys and Prices ThemAn RL environment is a sandbox where an AI agent attempts tasks with tools and a verifier scores each try. Who builds them, who buys them and what they cost.
  3. GuideHow to Sell Your Videos for AI Training: Prices and BuyersAI companies pay to license your videos for training, by the hour or the minute. What each buyer pays, which footage sells, and the rights every frame needs.
  4. GuideSelling audio and speech recordings for AI trainingWhat AI companies pay for call recordings, podcasts, radio, meeting audio and voice data, why archive audio sells cheapest, and the recording-consent law state by state.
  5. GuideSelling photos and image archives for AI trainingWho buys photos for AI training, what stock agencies pay contributors (shares and bonuses, not prices), what image archives sell for, consent and releases agency by agency, and how to prepare a library for a sale.
  6. GuideSelling your company's Slack data for AI training: what the export allows and who buys itYes, a company can license its Slack history to AI buyers. What Slack's export and API terms allow on each plan, whose messages are inside, what buyers pay and the steps.
  7. GuideSelling company documents and shared drives for AI trainingYes, a company can license its documents, wikis and shared drives to AI buyers. Which documents they pay for, what Google Workspace, Microsoft 365, Confluence and Notion let you export, who owns the files, and the steps.
  8. GuideSelling customer support tickets and chats for AI trainingOften yes, after three checks: your customer contracts and privacy notice, your help desk's export terms, and removing personal data. What buyers want in a ticket, what records with tickets fetch, and the steps.
  9. GuideSelling a company's email archive for AI training: exports, consent and priceYes, a company can license its own email to AI buyers. How Google Workspace and Microsoft 365 let you export a whole organisation's mail, the deadlines when a subscription lapses, the law on staff and customer messages, and what buyers pay.
  10. GuideSelling CRM data for AI training: Salesforce and HubSpot records, consent and priceA company can license its CRM history to AI buyers, but CRM records are customer data first. What buyers value in Salesforce and HubSpot, how each lets you export, why the contact list usually stays out, and what CRM history fetches.
  11. GuideSelling meeting recordings and transcripts for AI trainingCan a company license its Zoom, Google Meet or Teams recordings and notetaker transcripts to AI buyers? Recording consent state by state, what Zoom's terms allow, what meeting audio and transcripts fetch, and the steps.
  12. GuideSelling accounting and finance records for AI training: QuickBooks, Xero and NetSuiteA company can license its accounting history to AI buyers, but finance records carry customers', suppliers' and lenders' confidential terms and staff payroll. What buyers value in QuickBooks, Xero and NetSuite books, how each lets you export, what has to come out, and what finance records fetch.
  13. GuideSelling Jira and Linear issue history for AI trainingYes, a company can license its Jira or Linear issue history to AI buyers. It is valued when each issue links to the code that closed it. What each export keeps, what buyers ask for, and what it fetches.
  14. GuideSelling design files and product history for AI training: Figma and beyondYes, a company can license its Figma files and design history to AI buyers. What buyers value, what Figma lets you export, client work, fonts and other assets that are not yours, who owns the designs, and the steps.
  15. GuideSelling IT service desk records for AI training: ServiceNow tickets, runbooks and incidentsOften yes. IT tickets, incidents and runbooks teach agents to resolve real problems, once credentials, hostnames and people are removed. What ServiceNow and Jira Service Management let you export, what buyers ask for, and what the records fetch.
  16. GuideSelling Books to AI Companies: Prices, Deals and Who Gets PaidAI companies license books by the title, mostly from publishers' backlists. What deals paid per book, how much reaches the author, and how to sell a catalogue.
  17. GuideSelling Game Code and Game Data to AI CompaniesAI companies license game studios' code with its history and gameplay recorded with the player's inputs. Who buys, what studios are offered, and what you may not sell.
  18. PageWhere data comes fromWho holds each kind of data, how much exists and how it reaches buyers.
  19. RegisterCompanies closingCompanies closing, sold or gone dark, and the records they leave.

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