Our accountant portal allows you to invite and manage clients all from one easy-to-use dashboard.
We directly support hundreds of exchanges. All you have to do is drag and drop your clients data.
We provide a detailed list of instructions for each exchange that you can share with the client. Once they complete the instructions you can then import that data into the app.
Yes, we have an optional feature that allows you to invite clients into the app, so that they can enter their data directly. You can then review the transactions with the client.
Yes, we separate capital gains to take into account long-term capital gains
The one accountant package covers all financial years for all clients. The report calculates taxes for each individual financial year.
We offer a free trial so you can try our service and get comfortable with how it works. The free trial allows you to import data, review transactions, see a full breakdown of calculated taxes against each transaction, and review the dashboard. The free trial is available for 30 days. We do not offer final financial year reporting in the free trial.
To give you confidence we offer a full 30-day money-back guarantee if you are unsatisfied with our product. During this period you can cancel your plan in the billing section and reach out to support for a refund. We do ask for feedback on the product before canceling. We take all feedback seriously and use this as an opportunity to improve the product.