What is a Tax Pro account?
A CoinTracker Tax Pro account is an enhanced CoinTracker account that allows you to view your client’s CoinTracker account and transactions, access their tax reports, and make changes to transactions on behalf of your client.
A Tax Pro account features additional tagging options to empower tax professionals to take different tax approaches than the default in CoinTracker.
How can I create a Tax Pro account or convert my existing account?
You can register for a Tax Pro account here: CoinTracker Tax Pro
You can follow the instructions from our account guide to create a new account or convert your existing CoinTracker account to a tax pro account.
How do I add clients to my Tax Pro account?
How can I view/edit/make changes to my client's account?
Our Tax Pro viewing guide will provide details about viewing your client's account and navigating between different clients and the Tax Pro dashboard. Once you're comfortable with viewing and navigating your client's account, you can check our Tax Pro tagging and editing guide for instructions about making any modifications to your client's transactions.
Can I modify my client's transactions?
Yes! Use our Tax Pro editing guide to make changes to your client's transactions, such as editing transaction details or modifying the tax treatment.
Can I purchase a tax plan for my client?