Pricing
250 Transactions
Support Level
Tax Forms
Tax Optimizer
Loss Harvesting
Portfolio Performance
CPA Review
2,500 Transactions
Support Level
Tax Forms
Tax Optimizer
Loss Harvesting
Portfolio Performance
CPA Review
25,000 Transactions
Support Level
Tax Forms
Tax Optimizer
Loss Harvesting
Portfolio Performance
CPA Review
All Plans Include
IRS compliant outputs
IRS 8949 tax forms
IRS audit trail
Immutable data records
Best-in-industry customer support
Live Chat
Comprehensive knowledge base
Ticket escalation to CPAs and attorneys
Comprehensive security
Read-only API Keys
Regulatory certifications
Secure payment info collection
Robust compatability
2,000+ Supported Currencies
150+ Supported Exchanges
100+ Supported Countries
Real-time reporting
Normalized data across all exchanges
Unified 1099 to 8949 matching
Exportable transaction reports
Powerful dashboards
Real-time tax position
Consolidated asset balances
Unrealized gains/losses visibility
Schedule a customized demo tailored to your platform