How to Create a Tax Pro Account

Tax professional accounts are enhanced CoinTracker accounts that allow you to view your client’s CoinTracker account and transactions, access their tax reports, and make changes to their transactions. 

You’ll need to first create a CoinTracker account to get started, then you can invite your first client. If you already have a CoinTracker account you can update your account to a tax pro account.

Update your CoinTracker account to a tax pro account 

If you already have a CoinTracker account and would like to change it to a tax pro account, follow these steps:

1. Sign in to CoinTracker and navigate to Settings.
2. On the Account tab.
3. Toggle I am a tax professional on.
4. Once you've enabled Tax Professional mode, you can access your dashboard here. 

You can turn off this setting anytime by following the above steps and toggling it off. 

Join CoinTracker's Partner Program

Our partner directory is open to credentialed tax professionals who specialize in crypto and digital assets. Joining the CoinTracker partner directory puts you in front of thousands of crypto investors who need qualified tax help. 

Here's how to apply:

1. Visit the Partner Program page on CoinTracker.
2. Fill out the application with your credentials, areas of expertise, and a short bio.
3. Our team will review your application within 5–7 business days.
4. If approved, you'll receive a link to complete your profile and it will go live in the directory.