One of our bookkeeping/payroll clients has a new shareholder that wants a copy of our quickbooks file we have for them. He says he wants to be able to search and create various reports.
We generally don't give copies because it's our "working papers" and our license is attached to it for payroll, etc. I don't really get a "bad" feeling about this client so I am inclined to give them something, however I do not want to give them an unrestricted copy where they could possibly just take it and run, with me having set everything up for them already. I'd prefer not to make it easy and appealing for them to decide to just "do it ourselves."
What would others do in this situation? Is there a way to give them a version that just has basically an "interactive general ledger" where they could search expenses and run all the reports their hearts desire without just possibly giving away the farm?
Thanks for any insight/input.