Manage client crypto taxes efficiently at scale. dTax gives CPAs and enrolled agents the tools to handle hundreds of clients without the spreadsheet chaos.
Manual spreadsheets don't scale. As your client base grows, tracking crypto cost basis across dozens of exchanges becomes unmanageable.
Each exchange has different formats. Coinbase, Binance, Kraken — every CSV export is structured differently, requiring manual mapping.
Crypto tax rules are complex and changing. Wash sales, DeFi swaps, staking rewards, NFTs — the IRS keeps adding requirements.
Separate workspaces per client with easy switching. Keep every client's data isolated and organized.
Auto-detect CSV formats from all major exchanges including Binance (11 languages), Crypto.com, Koinly, CoinTracker, and 19 more. No manual column mapping — just upload and go.
Stay ahead with 8 international cost basis methods, CARF 2027 countdown, PARITY Act alerts, 1099-DA reconciliation, CARF transaction export, and regulatory intelligence for 67 jurisdictions — so you can advise clients proactively.
Import and export across all clients. Batch processing for tax season when every hour counts.
Automatically classify covered vs noncovered securities and reconcile broker 1099-DA reports against dTax calculations. Show clients exactly what the IRS sees.
Track staking, mining, airdrops, and DeFi yield as ordinary income. Generate Schedule 1 ready reports with full income breakdown per client.
Set up isolated workspaces for each client. Their data stays separate and secure.
Upload CSV files or connect via API for each client. Auto-detect formats from 20+ exchanges.
Calculate taxes and export Form 8949, Schedule D, and summary reports per client.
Everything your firm needs to manage client crypto taxes
per year / per seat
Compare: doing this manually costs 10x more in billable hours.
Open Source Core
IRS-Compliant Methods
1,400+ Automated Tests
Used by Professionals
The CPA plan supports unlimited client portfolios. Each client gets isolated data with separate cost basis tracking and report generation.
Yes. dTax generates IRS Form 8949 and Schedule D with full lot-level detail, wash sale adjustments, and transaction audit trails.
Yes. Clients can upload their own CSVs and view their tax reports. You maintain oversight and can generate consolidated reports.
Starting 2027, tax authorities in 48+ countries will receive automatic reports of your clients' crypto transactions from exchanges. This means more clients will need professional help reconciling broker-reported data with their actual cost basis — especially for transferred or DeFi assets marked as "noncovered." dTax's CPA dashboard lets you manage multiple clients with full audit trails, pre-matched 1099-DA reconciliation, and CARF-reportable transaction previews.
Last updated: March 2026