Why accounting records can have lasting value Accounting firms build deep, structured records across filing seasons. With appropriate permissions and a careful review of confidentiality and legal requirements, eligible practices may be able to license qualifying historical records through an IDMA SaaS data partnership. Offer 4: Accounting & Tax Firm Data Partnership IDMA SaaS is seeking accounting practices that prepare tax returns and maintain books for a mix of U.S. entity types. The opportunity focuses on tax returns, workpapers, and bookkeeping records across: C corporations S corporations Partnerships Nonprofits Records of particular interest Complete partnership tax-return packages that include K-1s are in particular demand. Procurement records, including purchase orders, may also be valuable when they form part of a broader, well-organized records set. Who may qualify U.S. accounting and tax practices with 5–200 employees Firms with experience across several filing seasons CPA firms, tax preparers, outsourced bookkeepers, and fund administrators Practices with records spanning multiple entity types Potential company compensation Eligible firms may earn $25,000–$865,000. Compensation depends on factors such as client count and filing seasons; the range is not a guaranteed payment. Assessing a potential partnership A first evaluation can consider the breadth of entity types represented, the completeness of returns and supporting workpapers, the availability of bookkeeping and procurement records, and the number of filing seasons covered. Any proposed licensing would require appropriate authorization and review of confidentiality, privacy, and other applicable obligations. Interested in exploring eligibility? Connect with the IDMA SaaS team to discuss your firm's records and potential partnership fit.