CoinLedger guides your clients through a step-by-step process for importing their cryptocurrency transactions. Once complete, their tax forms will auto-populate on your tax professional dashboard for easy viewing, downloading, and filing.
Start by inviting your clients to create an account and import their cryptocurrency data.
Directly access your client's account and review their crypto transactions. Coin Ledger flags any transactions with missing cost basis to help you reconcile missing data.
Once your client has imported their trades and generated their tax report, you can download their completed tax forms with the click of a button.
Your client's tax reports will be auto-generated using the transaction data imported into CoinLedger. You receive full access to the following reports that you can file yourself or import into your preferred tax filing software such as ProConnect, Drake, ATX, UltraTax, and more.
View The ReportsInvite as many clients as you need under your tax professional account. Your client dashboard gives you a convenient way to access each account, help reconcile missing transactions, and keep all client data protected in a single location.
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No more back and forth over email with sensitive information. CoinLedger guides your client through the process of securely importing all of their cryptocurrency transactions without your assistance. Once the data is in, you can download and view their entire tax report.
See How It WorksOur complete Crypto Taxes 101 guide covers everything you and your tax practice needs to know. From the basics of cryptocurrency, all the way to preparing necessary tax reports for your clients, this guide will help you master cryptocurrency taxation.
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I went to CoinLedger this year because a friend of mine recommended them. I was connected with a human who walked me right through everything. It is so nice knowing I won’t have to dread crypto taxes!
I tried couple of other Crypto tax platforms and I can surely say that Coinledger.io was the best. They help you all the way through the end before you have to pay anything at all. They have great features like intuitive UI, ease of use /UX, fast app performance and great customer service agents like Aimee, who helped through the process and also checked things in the backend before a paid single penny. Kudos to the team. I will be a return customer. PS: No, they did not give me any discounts to post this. :)
The customer service is insanely good. E-mails are typically answered within hours (sometimes faster) by folks that clearly understand crypto taxes and really seem to care. If only the exchanges were so good! Worth the $$$.
Zero regret.
Easier than I thought it would be! Just knowing next year will be just as easy is comforting.
I dragged my feet for months in completing my taxes, but now it’s Sept and the dreaded tax deadline is looming. i found CoinLedger and in 15min i was done. Unreal! Thank You!
Excellent product, excellent customer service - Jon helped me out back and forth multiple times over several days to help me solve a problem and answer questions about crypto taxes in general.
I was apprehensive about trying to file taxes with my limited knowledge on the topic. I tried for several hours to do it myself. With CoinLedger, I was done with the filing process in 10 minutes.
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