Updates

TaxBit Accounting Suite Product Update - July 2023

Fireblocks Integration, Custom Journal Entry Export, Netsuite-Compatible CSV Support, Dashboard Improvements, and more

By: Ezra Baydur

Director of Product, Accounting

Published on:

Welcome to the July edition of the TaxBit Accounting Suite Product Newsletter! Our team is hard at work building the premier enterprise-grade crypto accounting suite, and we are pleased to announce new product updates to help your business close its books.  

As always, please contact us to learn more about how your business can use these features to save time and money, so your team can focus on growing your business.


Contents

  • Fireblocks Integration

  • Custom Chart of Account Journal Entry Export

  • Netsuite Compatible CSV Support

  • Multiple User Change Notifications

  • Dashboard Improvements


Fireblocks Integration

We are excited to announce our latest source integration, Fireblocks. Simply enter your API Key and let the TaxBit Accounting Suite do the rest.

Our Fireblocks integration is currently in Beta. Please contact your account representative to be enrolled.


Custom Chart of Account Journal Entry Export

Customers that are not integrated with an ERP via the TaxBit Accounting Suite can now export journaled transactions into a flexible, uploadable format.

Just use our custom chart-of-accounts mapping functionality to categorize transactions utilizing your existing chart of account configuration and then export the journal entries via csv. Contact us to learn more!


Netsuite-Compatible CSV Support

The TaxBit Accounting Suite now allows you to export your transactions as Netsuite-compatible journal entries. Configure your existing Netsuite chart of account mappings along with your TaxBit Accounting wallets, categories, and assets.

Once configured, our Netsuite report will automatically provide you with your Netsuite formatted journal entry import file. This is just the beginning of much more to come as we build towards a full NetSuite integration.


Multiple User Change Notifications

For our customers with multiple users who work within the same TaxBit Accounting instance, it is important to stay on top of all changes made to transactions.

TaxBit will now automatically inform you in real time as soon as a user has made a change on the transaction data that you are looking at.


Dashboard Improvements

We have given our Dashboard a facelift to provide better "at a glance" insights including a new holdings distribution by market value. To experience simply navigate to your existing Dashboard page.

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