CoinTracking Corporate

CoinTracking Corporate is a dedicated B2B crypto tax and portfolio management platform designed for tax professionals, CPAs, fund managers, trading firms, tax firms, and crypto-accepting businesses. The platform enables tax professionals to manage multiple client accounts from a single, easy-to-use dashboard.

Key Features

• Multi-Client Account Management: Set up and manage individual accounts for each client, with a streamlined interface to organize transaction data, automate tax calculations, and generate accurate reports
• 13 Tax Calculation Methods: Supports FIFO, LIFO, AVCO, and 10 additional methods for compliance with diverse international tax regulations
• 300+ Data Imports: Automated imports from exchanges, wallets, and blockchain addresses via API or CSV
• Accounting Software Integration: Seamless integration with TurboTax, DATEV, TaxACT, WISO, and other accounting platforms
• Customizable Access Levels: Assign team members specific roles and access permissions for client accounts
• White-Label Branding: Apply your company's branding to create a seamless, professional experience for clients
• Unlimited Transactions: The only crypto tax tool that handles accounts with millions of transactions without limits—ideal for high-volume trading firms and fund managers
• Flexible Pricing: Corporate Account includes three Unlimited Accounts from the start; additional client accounts available at discounted rates

Target Users

• CPAs and tax accountants seeking to expand into crypto tax services
• Fund managers handling unlimited transactions and generating detailed client reports
• Trading firms requiring high-volume crypto transaction management
• Tax firms simplifying crypto taxes for clients
• Crypto-accepting businesses tracking and managing corporate crypto transactions

CoinTracking Corporate allows tax professionals to offer cryptocurrency tax services without deep crypto expertise, enabling them to attract an entirely new client base. For existing crypto-native firms, it provides enterprise-grade infrastructure to handle any transaction volume at scale.