Pricing

Basic
$50/year

250 Transactions

Live Chat

Support Level

Current Year

Tax Forms

Tax Optimizer

Loss Harvesting

Portfolio Performance

CPA Review

Plus +
$175/year

2,500 Transactions

Live Chat

Support Level

All Years

Tax Forms

Tax Optimizer

Loss Harvesting

Portfolio Performance

CPA Review

PRO
$500/year

25,000 Transactions

Phone

Support Level

All Years

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

ENTERPRISE

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