Onboard clients in minutes, classify thousands of transactions automatically, and deliver audit-ready crypto tax reports for 35+ countries.
Free CPA directory listing for partner firms. Team seats from day one.
Multi-client workspaces, role-based access, white-labelled reports, and bulk workflows. The product your firm needed two tax seasons ago.
Switch between clients in two clicks. Per-client portfolios with shared firm-level settings, classifications, and templates.
Surface only the transactions that need your judgement. Auto-classified events sit out of the way until you want to see them.
Partners, managers, and prep staff each get the right access. Junior preparers see only their assigned clients.
Country-specific tax forms (Form 8949, SA108, Anlage SO), cap-gain ledgers, and supporting evidence packs your auditor will accept.
Direct line to our tax specialists during filing season. Onboarding sessions for new staff at no extra cost.
Partner firms get listed in our directory. Clients looking for a crypto-savvy CPA find you first.
Explorer plan · Free tier · No credit card
Run 10-30 crypto clients on the Explorer plan with all the core features and standard email support.
Growth Gear adds team seats, free client licences, and dedicated onboarding for new staff. Most growing firms land here.
Elite Partnership unlocks unlimited users, unlimited clients, and an account manager who knows your workflow.
Custom deployment, SSO, custom integrations, and bespoke audit-evidence packs. Talk to us.
Most firms have their first client onboarded within 30 minutes. Onboarding sessions for new staff are included on Growth Gear and above; solo CPAs get self-serve onboarding plus video walkthroughs.
Yes. Clients have their own view with limited access (upload data, review reports, ask questions). You see everything. Roles are configurable per client.
Pick the firm plan that matches your team size and client count. Each plan includes a number of free client licences (Growth Gear: 5 worth $500, Elite Partnership: 10 worth $1,000). Additional client seats are available at firm rates.
Switch jurisdictions per client in one click. We support 35+ countries with localised cost-basis methods, forms, and tax treatments. Each country page in our hub covers the rules we apply.
For mid-size and Big-Four firms we can run a managed instance in your AWS or GCP. SOC 2 Type II, SSO with SAML, audit-grade access logs. Talk to enterprise sales.
Most firms see ROI in the first quarter. Start with a free workspace.