Hosts, secures, and organizes
A single secure mechanism to store and access accurate cost basis for all transfers that occur on and off-chain.
Solve the missing cost basis challenge
Provide your customers with the most accurate cost basis from within and outside of the CBI network to offer the most accurate view of their holdings and correctly file their taxes.
Integrates with your existing approach
Built to enhance your current compliance processes and systems powered by a single easily deployed API.
Set and forget form generation and filing
Removes the burden to track, verify, and file IRS-required transfer statements for all non-broker transfers for IRS-required Transfer Statements.