If a prospective customer visits your site and sees our logo, they’ll know that they’ll be able to easily send their transaction data to their CPA if they choose to hire you to manage their crypto funds. CoinTracking has been the leading cryptocurrency tax software since the early days of the blockchain industry and our name brand is highly recognized among traders and CPAs.
In fact, tax professionals around the world have been recommending CoinTracking as far back as 2013. Since that time, we have accumulated over 630,000 users, around 750 of which are corporate administrators. The total value of our customers’ portfolios exceeds $4.3 billion.
CoinTracking’s best-in-class API sync feature lets you import transactions automatically from all the most widely used cryptocurrency exchanges. Once you connect all the exchanges that you use to manage your client’s money, CoinTracking will import your trading data automatically every day. In addition, our convenient smartphone app lets you check all your clients’ accounts while you’re on the go.
Cryptocurrency exchanges often don’t offer great API data export features, and as a result their customers are left scratching their heads at tax time. For example, several cryptocurrency exchanges don’t support the syncing of deposits and withdrawals through their APIs. Our experienced customer support team has developed many helpful workarounds for these and other issues that plague cryptocurrency exchange users.
CoinTracking Corporate comes with 10 Unlimited accounts. That means that there is no limit to the amount of transactions that each account will be able to process when tax season arrives. In addition, all Unlimited subscribers enjoy unlimited API connectivity. In other words, you can sync as many cryptocurrency exchanges to each account as you need.
If you have more than 10 customers that want to invest in cryptocurrency, you can order more accounts. The more accounts you order, the more you’ll save.
If you give a client access to the CoinTracking account that you set up for them so that they can view their data, the presence of your logo will remind them that they can get in touch with you if they want to change their investment strategy or need additional investment advice. You can upload your logo yourself via the Admin Panel and change it anytime you want.
Fund management firms can use CoinTracking to coordinate and organize customer data. Administrator accounts can now set up permissioned sub-accounts for employees. These sub-accounts can add new clients, but they have to request permission to add existing customer accounts.
Once all your fund management firm’s employees have CoinTracking accounts, you’ll be able to quickly check to see how they are performing. Moreover, your employees will be able to share customer information with each other if they need to do so.
We store historical price information for 7,700 coins on our own servers, and you can access all that information through CoinTracking. The Coin Trends chart instantly pulls up 30-day price charts for every single coin that we track. If you’re only interested in the specific coins that you’re managing, you can narrow down the chart’s focus with the “Only currencies I own” filter.
Other charts contain information that you can only find through CoinTracking. For example, the User Statistics chart lets you compare your portfolio to other CoinTracking users’ portfolios in a variety of different ways. You can use this feature to spot investment trends that haven’t been noticed yet. Our Bitcoin Analysis feature provides price predictions for Bitcoin and compares Bitcoin price spikes and dips to Google search trends.
Once you connect your wallets and exchange accounts to CoinTracking, you’ll be able to see all your clients’ funds in one place. You won’t have to switch between several different views or log into several different sites anymore - and you’ll be able to access all the data you need to make investment decisions with ease.
In addition to the CoinTracking website, we also offer CoinTracking apps for Android and iOS. These apps provide an easy way to keep track of cryptocurrency market changes while you’re on the go. You can set up custom alerts, view a wide variety of charts, analyze trends and more.
In addition to tracking cryptocurrency prices, you can also use CoinTracking to track silver, gold and other precious metals. This might come in handy, if you have clients that invest in commodities. CoinTracking currently supports gold, silver, platinum, rhodium and palladium.
To begin tracking precious metals, just open the Enter Coins page and then click the New button to add a new transaction. Enter the date and time in which the initial purchase occurred, then type “commodity” in the currency box underneath the Buy box to bring up a list of precious metals that we support. Choose the metal that you want to track and then type in the amount that you bought.