Crypto Accounting Built for Firms Scale Your Crypto Practice
Manage unlimited crypto clients from one dashboard. Let clients self-serve. Generate tax forms in minutes. Finally scale your crypto practice profitably.
Why Crypto Clients Are Unprofitable
Crypto should be a profit center, not a time sink. But without the right tools, every crypto client becomes a reconciliation nightmare.
Client Data Chaos
Every crypto client brings different exchanges, wallets, and incomplete records.
Knowledge Gap
Your team isn't trained on DeFi, staking, or the latest crypto transactions.
Scope Creep
What starts as "a few transactions" becomes weeks of reconciliation.
Scaling Challenges
Taking on more crypto clients means more headaches, not more revenue.
Turn Crypto Into a Profit Center
Coincile handles the crypto complexity so your team can focus on advisory, not data entry. Scale to hundreds of clients without scaling your headaches.
Manage All Clients from One Dashboard
Switch between clients instantly. No more logging in and out of different systems.
- Unlimited client organizations
- One-click client switching
- Centralized billing and usage tracking
- Client-level access controls
Self-Service Client Portal
Let clients connect their own wallets and exchanges. You review, they provide.
- Client invitation links
- Guided wallet connection flow
- Exchange API setup wizards
- Automatic transaction import
Tax-Ready Reports & Forms
Generate the reports you need for any jurisdiction, any filing requirement.
- Form 8949 and Schedule D
- Cost basis reports (FIFO, LIFO, HIFO)
- Income classification reports
- International tax support
Bulk Operations & Automation
Process multiple clients simultaneously. No more one-at-a-time tedium.
- Batch transaction categorization
- Bulk report generation
- Scheduled data refreshes
- Template-based workflows
Team Roles & Permissions
Assign the right access to the right people. Partners, managers, and staff.
- Role-based access control
- Audit trail by user
- Work assignment tracking
- Review and approval workflows
White-Label Client Experience
Brand the platform as your own. Your firm's logo, colors, and domain.
- Custom branding and logo
- Your domain (crypto.yourfirm.com)
- Branded email notifications
- Custom report templates
Connect to Your Existing Stack
Works with the exchanges, blockchains, and tax software your clients already use.
Coinbase Exchange 
Binance Exchange 
Kraken Exchange 
Ethereum Blockchain 
Bitcoin Blockchain 
Solana Blockchain 
Polygon L2 
Xero Accounting 
QuickBooks Accounting 
Drake Tax Software 
Lacerte Tax Software 
ProConnect Tax Software +50 more integrations including all major exchanges and tax software
Trusted by Leading Firms
"We've 10x'd our crypto practice in one year. Coincile handles the complexity so we can focus on advisory services."
"The client portal is a game-changer. Clients connect their own wallets, we review and file. No more CSV hunting."
"We white-labeled Coincile and now offer crypto services as a premium add-on. Revenue per client is up 40%."
Enterprise-Grade Security
Your clients' data is protected by the same security standards you expect. SOC 2 certified with complete audit trails.
- SOC 2 Type II Certified Annual third-party security audits
- Client Data Isolation Each client fully separated
- Role-Based Access Granular permissions for your team
- Complete Audit Trails Every action tracked and timestamped
Accounting Firm FAQ
How does the multi-client management work?
Each client gets their own isolated organization within Coincile. You can switch between clients instantly from your dashboard. All data is completely separated, and you can set different access levels for your team on a per-client basis.
Can my clients connect their own wallets and exchanges?
Yes. We provide a self-service client portal where you can invite clients via email. They follow guided wizards to connect exchanges via API and add wallet addresses. Transactions import automatically, and you're notified when data is ready for review.
What tax forms and reports do you generate?
We generate Form 8949, Schedule D, cost basis reports, income reports, and transaction summaries. Reports support multiple cost basis methods (FIFO, LIFO, HIFO, Specific ID) and can be exported for integration with major tax software including Drake, Lacerte, and ProConnect.
Is there white-label pricing for accounting firms?
Yes. Our Professional and Enterprise plans include white-label options where you can brand the client portal with your firm's logo, colors, and even host it on your own domain. This creates a seamless experience for your clients.
How do you handle clients with incomplete records?
Our platform is designed for real-world messy data. We can import from 50+ exchanges and blockchains, identify missing transactions, and flag gaps for client follow-up. Our reconciliation tools help you piece together complete records even from partial data.
What kind of support do accounting firms receive?
Accounting firms get dedicated onboarding, priority support, and access to our partner program. We provide training resources for your team, co-marketing opportunities, and can help you develop your crypto service offering.
Grow Your Crypto Practice
Join 500+ accounting firms using Coincile to scale profitably
Free 14-day trial • No credit card required • Partner discounts available