CoinTracker Enterprise makes crypto accounting simple with automated categorization, account mapping, and smooth collaboration across your team. To get started, take the key actions below.
Set up your core settings
Take a moment to explore these settings before you using Enterprise:
- Fiscal start of year: Set the first month of your account year.
- USDC cost basis: Decide whether to set all USDC cost basis to $1.
- Rollups: Choose whether to enable rollups and set their frequency to daily, weekly, or monthly.
Understand and set your migration date setting
The migration date is a sensitive setting and should rarely be changed:
- It’s automatically set to the day you start using CoinTracker Enterprise.
- You can set it to a future date.
- To set it to a past date, contact your CSM or our support team.
Impacts of changing your migration date:
- Moving it forward removes all journal entries and accounting periods prior to the new migration date. The change will fail if any of those prior periods have already been closed.
- Moving it backward creates new accounting periods starting from the new migration date.
- Any change triggers a full cost basis recalculation, including journal entries, account mapping rules, and what’s shown on the Accounting page.
We strongly recommend setting this once and reaching out to your CSM or our support team before making changes.
Add integrations
Connect all your organization’s integrations, from wallets and exchanges to custodians, to take advantage of Enterprise’s syncing and reporting tools. Then, link your accounting integrations to ensure all your crypto activity is captured in your organization’s general ledger.
Plan organization users
Decide which users to add to your organization to help manage the account. This ensures your team is set up to work efficiently from the start. Learn more about adding users.