Crypto Accounting & Tax Software

Koinly's enterprise-grade crypto accounting and tax software platform automates bookkeeping, tax reporting, and financial compliance for businesses, accountants, and tax professionals managing cryptocurrency transactions. The platform serves as a comprehensive solution for both direct business users managing their own crypto accounting and accounting firms managing multiple client portfolios.

Enterprise Accounting Automation

The platform provides centralized crypto accounting infrastructure for businesses handling cryptocurrency transactions. Companies can import transaction data automatically from over 900 blockchains, wallets, and exchanges through API connections or CSV uploads, creating a single source of truth for all crypto activities. Advanced AI-powered automation handles transaction labeling, error reconciliation, and custom rule application, significantly reducing manual bookkeeping effort.

ERP and Accounting Software Integration

Koinly integrates directly with leading accounting platforms including Xero, QuickBooks, and other popular tax preparation software. Businesses configure their Chart of Accounts within Koinly to match their existing accounting structure, then seamlessly sync crypto transaction data into their primary accounting system. The platform generates automated journal entries, supports multiple cost-basis methods (FIFO, LIFO, HIFO, Average Cost, Share Pooling), and provides audit-ready financial reporting capabilities.

Professional Tax Reporting and Compliance

The software generates comprehensive tax reports compliant with regulations in over 20 countries including the USA, UK, Canada, Australia, Germany, and other major jurisdictions. For US clients, Koinly produces filled-in IRS Form 8949 and Schedule D ready for filing. The platform automatically traces and matches transactions across blockchains, identifies transfers between wallets, and applies correct tax treatment to each transaction type including DeFi activities, NFT trades, staking rewards, liquidity provision, yield farming, and complex trading scenarios.

Accountant and Multi-Client Management

Accounting professionals benefit from dedicated features enabling management of unlimited client portfolios from a single dashboard. Accountants can invite clients via email or receive access grants from existing Koinly users. Each client's data is secured in dedicated, isolated environments with role-based access controls supporting collaboration between financial teams, external accountants, bookkeepers, and auditors.

Comprehensive Transaction Coverage

The platform supports importing transaction data from 800+ exchanges, wallets, and blockchains with coverage of 25,000+ cryptocurrencies and access to 11+ years of historical pricing data. This ensures accurate cost basis calculations and fair value reporting even for the oldest crypto holdings. The software handles complex scenarios including transfer detection between an organization's own wallets, cost basis tracking across multiple acquisitions and disposals, and proper accounting treatment for advanced crypto operations.

Real-Time Financial Visibility

Beyond compliance reporting, Koinly provides real-time financial visibility through profit and loss tracking, portfolio valuations, ROI metrics, and growth trends. The dashboard displays aggregated P&L data filterable by date range, transaction type, or specific wallets and exchanges. Tax loss harvesting features enable proactive tax planning by visualizing the tax impact of selling specific assets before year-end.

Enterprise Security and Compliance

The platform maintains SOC2 Type 2 and ISO27001 certifications, providing enterprise-grade data security and privacy controls. Comprehensive audit trails of all transactions and data sources support regulatory oversight requirements and facilitate smooth audit processes. Multi-user functionality with granular permissions ensures financial data security while enabling appropriate stakeholder access.