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Accounting practice, under 10 staff: engagement records

Engagement records from an accounting practice in the United States with under 10 staff. Which records it holds, and over how many years, is being confirmed.

Engagement records of an accounting practice · United States

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Team
Under 10
Typical data
Client work
Region
United States
History
To confirm

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  • Full description
  • What’s included (3 assets)
  • Handling, rights and sample

Once you’re approved and it fits, Smelted introduces you to the seller. You sign an NDA with them and review a sample.

Scoping. Early: tell us your use case to shape the package.

License terms at a glance
  • Non-exclusive license for the uses named in it: training, evals or agent environments.
  • Training permission doesn’t include public release, resale or sublicensing of the raw data.
  • No attempts to re-identify people, customers or the seller.
  • Raw data is deleted at the end of the term; models already trained may remain, as the license sets out.

Draft agreements: NDA template, license agreement.

SMD-35414 · Last reviewed Nov 4, 2026