Features Pricing Exchanges Countries Tax Rates Blog Sign In

multi-client

1 article

CPA Guide to Managing Crypto Tax Clients: Workflows and Tools

A complete guide for CPAs managing cryptocurrency tax clients, covering multi-exchange reconciliation, cost basis workflows, and dTax CPA features.

CPA tax professional client managementmulti-client

March 14, 2026

dTax

AI-powered crypto tax intelligence. Open source, auditable, self-hostable.

Product

Features
Pricing
Exchanges
For CPAs
Security
Countries

Resources

Docs
Changelog
FAQ
GitHub
Developer Docs
YouTube
X / Twitter

Legal

Terms of Service
Privacy Policy
Tax Disclaimer
Contact Us

dTax provides educational tax information only — not professional tax advice. Consult a licensed CPA, tax attorney, or IRS Enrolled Agent for your specific situation. Not affiliated with the IRS or any tax authority.

Open Source Tax Engine (AGPL-3.0)