How many crypto clients do you serve?

This helps me set up the right collaboration features for your firm.

1-10 clients

11-50 clients

50+ clients

Do your clients already use crypto tax tools?

I can import data from their existing platforms to streamline the process.

Yes, mostly Koinly

Yes, mostly CoinTracker

Yes, various tools

No, they bring raw data

Which services do you offer?

Select all that apply - I'll customize features for your workflow.

Tax Filing

Tax Advisory

Audit Defense

Tax Strategy

What's your preferred workflow?

This determines how clients interact with their workspace data.

Firm-led

Client-led

Mixed approach

One last step

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