Built for Tax Professionals
Manage client crypto taxes efficiently at scale. dTax gives CPAs and enrolled agents the tools to handle hundreds of clients without the spreadsheet chaos.
The Problem
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.
How dTax Solves This
Multi-Client Management
Separate workspaces per client with easy switching. Keep every client's data isolated and organized.
29+ Exchange Support
Auto-detect CSV formats from all major exchanges including Binance (11 languages), Crypto.com, Koinly, CoinTracker, and 25 more. No manual column mapping — just upload and go.
IRS Form 8949 + Schedule D Reports
Stay ahead with 13 international cost basis methods, CARF 2027 countdown, PARITY Act alerts, 1099-DA reconciliation, CARF transaction export, OFAC sanctions wallet scan, and regulatory intelligence for 67 jurisdictions — so you can advise clients proactively.
Bulk Operations
Import and export across all clients. Batch processing for tax season when every hour counts.
1099-DA Reconciliation
Automatically classify covered vs noncovered securities and reconcile broker 1099-DA reports against dTax calculations. Show clients exactly what the IRS sees.
Income Reporting
Track staking, mining, airdrops, and DeFi yield as ordinary income. Generate Schedule 1 ready reports with full income breakdown per client.
How It Works
Create Client Workspaces
Set up isolated workspaces for each client. Their data stays separate and secure.
Import Transactions
Upload CSV files or connect via API for each client. Auto-detect formats from 25+ exchanges.
Generate & Export Reports
Calculate taxes and export Form 8949, Schedule D, and summary reports per client.
CPA Plan Pricing
Everything your firm needs to manage client crypto taxes
Tax Professional Plan
per year / per seat
- Everything in Pro (unlimited transactions, 13 cost basis methods)
- Multi-client management dashboard
- White-label reports with your firm's branding
- Bulk import & export across all clients
- Dedicated support with SLA
- CARF transaction data export for 67 jurisdictions
- OFAC sanctions wallet scan for all client addresses (free, US Treasury SDN list)
Compare: doing this manually costs 10x more in billable hours.
Why Firms Trust dTax
Open Source Core
IRS-recognized methodologies
1,800+ Automated Tests
Used by Professionals
Time Saved vs. Manual Methods
Per client, per tax year
| Manual | Spreadsheet | dTax | |
|---|---|---|---|
| Time per client | 40+ hrs | 8 hrs | < 30 min |
| Cost basis methods | 1 | 3 | 13 (incl. international) |
| DeFi & NFT support | No | Limited | Full |
| 1099-DA reconciliation | No | No | Auto |
| CARF 2027 ready | No | No | 67 jurisdictions |
Stay Ahead of Crypto Tax Rules
Rev. Proc. 2024-28 — Per-Wallet Basis
Effective January 1, 2025, the IRS mandates per-wallet cost basis tracking. dTax automatically isolates each client's exchange and wallet as a separate basis pool — fully compliant by default.
CARF 2027 Countdown
47 jurisdictions will auto-exchange client crypto data from 2027. dTax tracks adoption timelines and flags which clients are affected.
1099-DA Reconciliation
Auto-classify covered vs noncovered lots. Show clients the gap between what the IRS receives from brokers and their actual cost basis.
PARITY Act Watch
Wash sale and staking deferral rules in the PARITY Act. dTax alerts you when harvesting opportunities exist before the rule takes effect.
GENIUS Act Stablecoins
Payment-use vs investment-use stablecoin classification. Retroactive recalculation when IRS clarifies 2025–2026 stablecoin treatment.
CPA FAQ
How many clients can I manage?
The CPA plan supports unlimited client portfolios. Each client gets isolated data with separate cost basis tracking and report generation.
Are reports audit-ready?
Yes. dTax generates IRS Form 8949 and Schedule D with full lot-level detail, wash sale adjustments, and transaction audit trails.
Can my clients use dTax independently?
Yes. Clients can upload their own CSVs and view their tax reports. You maintain oversight and can generate consolidated reports.
How does CARF affect my CPA practice?
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.
What is covered vs. noncovered on Form 1099-DA?
Covered lots are crypto assets acquired after January 1, 2025 (when broker tracking requirements took effect). Brokers report these to the IRS on Form 1099-DA. Noncovered lots are older assets the broker doesn't track. dTax auto-classifies each lot and generates a 1099-DA Reconciliation PDF showing the covered/noncovered gap — letting you explain to clients why their dTax numbers may differ from what the IRS receives.
Can I white-label reports with my firm's name and branding?
Yes. All PDF exports under the CPA plan include your firm name. You can customize the header on reports like Form 8949, Schedule D, the Audit Defense PDF, and the Holdings Snapshot PDF before sending to clients.
How do I handle international clients who have CARF obligations?
dTax supports 13 country-specific cost basis methods (US FIFO/HIFO/LIFO, UK Share Pooling, Germany FIFO, France PMPA, Japan Total Average, AU CGT Discount, CA ACB, KR VDA, IN VDA, ES CGT) and tracks CARF compliance timelines for 67 jurisdictions. For each client you set their jurisdiction and dTax applies the correct method automatically.
What if my client uses DeFi wallets and has no exchange account?
Connect their Ethereum, Solana, or any of the 22 supported blockchain addresses directly. dTax parses swaps, LP deposits/withdrawals, staking rewards, bridges, airdrops, and NFT transactions from on-chain data via Etherscan and Solscan. No CSV needed for on-chain wallets.
Last updated: March 2026