Manage unlimited clients, generate white label reports, and streamline your crypto tax workflow
Everything you need to serve your crypto tax clients
Unlimited Client Accounts
No limits on how many clients you can manage
Client Dashboard
Centralized hub for all your client accounts
Client Portal Access
Invite clients to view and approve reports
Secure Data Management
Enterprise-grade security for client data
White Label PDF Reports
Branded with your firm's information
Form 8949 & Schedule D
IRS-ready tax forms for all clients
Bulk Processing
Process multiple clients simultaneously
Export Options
Multiple formats for tax software integration
Dedicated CPA support line with same-day response
Optimized for high-volume client workloads
Automate crypto tax prep and save hours per client
Built from the ground up for tax professionals managing multiple crypto clients. Streamline your workflow and scale your practice.
IRS-format calculations with support for all major cost basis methods. Stay confident during tax season and audits.
Automate the most time-consuming part of crypto tax prep. Serve more clients without hiring more staff.
White-labeled reports you can confidently deliver to clients. Your brand, our technology.
Our team is here to help you get started and answer any questions about features, pricing, or implementation.