Enterprise Tax Features
Manage your compliance in real-time
Take control of your process and exposure with an internally-accessible platform that allows any user to understand and remedy concerns before they become issues.
Automated digital asset cost basis calculations
Calculate, adjust, and track accurate digital asset cost basis to power lot-level gain/loss, recording in ledger, and secure and seamless use in upstream information reporting.
Confidently generate all tax forms, the first-time
Harness a single platform to generate, file and host all of your form needs from 1099-B, MISC, and everything in between.
Automate your tax documentation process
Deploy a seamlessly embedded workflow to collect, validate, and store forms W-9, W-8BEN, or W-8BEN-E from your users and utilize them for information reporting purposes.
Proven Savings by Embracing Automation
Learn how Uphold, one of the largest digital asset brokers, elevates user experience and achieves Tax Compliance with TaxBit's Digital W9/W8.
A Complete Guide for Digital Asset Brokers White Paper
Digital assets are set to revolutionize money, finance, culture, and how enterprises engage with customers but learning how to best compliantly embrace them is critical - let us help.
Eliminate missing cost basis at the source
Banish “missing cost basis” by joining an industry-wide network to automate cost-basis broker reporting and transfer statement filing for all on and off-platform transfers.
Cultivate customer loyalty
Empower your customers by building an API-powered information reporting and performance center that offers real-time portfolio visibility, tax optimization, and on-demand statements.
End-to-end data capture, reporting, and reconciliation on a single platform
On-demand information to drive business and customer actions
Modern User Experience
Real-time access for all users, internal and external
Built by CPAs and Tax Attorneys
Leading-edge compliance and accuracy built-in
Trusted by Industry
Powering industry leaders, recommended by Big 4, and trusted by key regulators
Controls and Security Focused
Leading the industry with independent annual audits and robust controls frameworks.