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CoinTracker logo

CoinTracker

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OverviewOfferingsReview

Overview

CoinTracker is a leading cryptocurrency portfolio tracking and tax compliance platform founded in 2017 by Jon Lerner and Chandan Lodha. Backed by over $100M in venture capital from Accel, General Catalyst, Y Combinator, Initialized Capital, Coinbase Ventures, Kraken Ventures, Intuit Ventures, and Seven Seven Six, CoinTracker has grown to serve over 3 million users worldwide and tracks more than $250 billion in cryptocurrency assets.

Core Products/Services

CoinTracker offers two primary product lines. The first is a consumer-facing crypto tax software suite with tiered plans (Free through Ultra) that allows individuals to connect 500+ wallets and exchanges, automatically categorize DeFi transactions, generate IRS-ready tax forms including Form 8949, and file directly with TurboTax or H&R Block. The second is CoinTracker Enterprise, a B2B crypto subledger solution designed for businesses, crypto-native companies, DAOs, and institutional teams that need accurate, scalable digital asset accounting.

CoinTracker Enterprise provides a comprehensive crypto subledger that integrates with major custodians including Anchorage, BitGo, Coinbase Prime, and Fireblocks, and syncs directly with ERP systems such as QuickBooks, NetSuite, Sage, and Xero. It supports up to 1 million crypto transactions per year with automated categorization and account mapping.

Additionally, CoinTracker offers a Full Service managed plan at $3,499/year, providing concierge-level support with a dedicated account manager, up to 15 hours of hands-on assistance per tax year, and quarterly account health reviews.

Key Strengths

  • 500+ integrations: Connects with the most popular exchanges, wallets, and blockchains including Coinbase, Binance, Kraken, Ethereum, Solana, Polygon, and many more
  • SOC 2 certified: Enterprise-grade security with read-only wallet access, end-to-end encryption, and token-based two-factor authentication
  • DeFi and NFT support: Automated categorization of DeFi transactions, spam detection, and support for 50,000+ smart contracts and 600+ dapps
  • Tax optimization tools: Tax-loss harvesting, tax lots breakdown, and cost basis method customization
  • Official partnerships: Integrated with Coinbase, Intuit TurboTax, H&R Block, Uniswap, OpenSea, MetaMask, Phantom, and the Solana Foundation

Notable Clients/Projects

Enterprise customers include the Blockchain Association, Ordinals Wallet, Electric Coin Co. (Zcash), Spritz Finance, and Allora Labs. Coinbase has publicly partnered with CoinTracker for the 2025 tax season to help its users comply with the new IRS 1099-DA reporting standard.

Why Choose CoinTracker

CoinTracker has been making crypto taxes pain-free since 2017 and is widely regarded as the gold standard for crypto tracking and tax compliance. For businesses, CoinTracker Enterprise delivers the most accurate crypto subledger available, eliminating manual accounting work and enabling teams to scale digital asset operations with confidence. The platform's deep integrations with both crypto infrastructure and traditional accounting systems make it the only solution that bridges the gap between on-chain activity and enterprise financial reporting.

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Verified Partner

This partner has been verified by Web3Connect on 17 Feb 2026

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Crypto AccountingCrypto Accounting & Subledger Software

About

Company Information

Founded

2017

Team Size

50-75 employees

Website & Social

www.cointracker.ioLinkedInX (Twitter)

Operations & Coverage

Support Hours

San Francisco9am - 5pm PST

Coverage

Worldwide

Languages

English(primary)

Offerings

Products & Software

CoinTracker Enterprise

CoinTracker Enterprise is a purpose-built crypto accounting subledger designed for...

#4 in Crypto Accounting & Subledger Software

Professional Services

CoinTracker Full Service

CoinTracker Full Service is a premium managed crypto tax and accounting service at...

#15 in Crypto Accounting

Location(s)

Headquarters

San Francisco, California, United States

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