Tax pro accounts are designed for CPAs, accountants, and other credentialed tax professionals who want to help clients file their crypto taxes. A tax pro account is free and allows you to view your clients’ CoinTracker account and transactions, access their tax reports, and make any changes to their transactions.
To get started, create and convert your CoinTracker account to a tax pro account.
Switch between Tax Pro view and Personal view
To view your own transactions and reports as a regular CoinTracker customer, open the top-right menu and select Go to personal account. Your tax pro setup stays in place when you switch.
To return to the Tax Pro Dashboard, open the dashboard directly.
Next steps
- Invite clients to start collaborating with them.
- Navigate to your Tax Pro Dashboard to start viewing your client accounts.
- Start making changes to your client’s transactions to modify their tax treatment.