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 25 more. No manual column mapping — just upload and go.
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.
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 25+ 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-recognized methodologies
1,800+ Automated Tests
Used by Professionals
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 |
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.
47 jurisdictions will auto-exchange client crypto data from 2027. dTax tracks adoption timelines and flags which clients are affected.
Auto-classify covered vs noncovered lots. Show clients the gap between what the IRS receives from brokers and their actual cost basis.
Wash sale and staking deferral rules in the PARITY Act. dTax alerts you when harvesting opportunities exist before the rule takes effect.
Payment-use vs investment-use stablecoin classification. Retroactive recalculation when IRS clarifies 2025–2026 stablecoin treatment.
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.
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.
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.
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.
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