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Crypto portfolio assistant

Track and manage your crypto investment performance.

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Enable your clients to stay compliant with virtual currency tax regulations.

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Crypto taxes

Accurately calculate your taxes and generate your tax reports.

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Differentiate your business with the gold standard in crypto tax compliance.

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Portfolio and Performance
Troubleshooting Common Scenarios
"Needs Review" Transaction Error Guides

"Needs Review" Transaction Error Guides

Guides are for troubleshooting and resolving specific errors seen on transactions.

Needs Review Transactions: 'Insufficient Quantity'
Understanding 'Needs Review' Transactions
How to Resolve Transactions With 'Missing Price History'
How to Resolve Transactions With 'Insufficient Quantity'

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