Crypto-native Cost Basis Engine
Ingest and process crypto transactions at scale—built from the ground up for broker-grade cost basis tracking
Intuitive Broker Portal
Track reconciliation, monitor compliance, and view filing statuses in real time—all from a slick broker dashboard
Branded Consumer Tax Center
Empower users to access tax documents and complete missing cost basis on transfers—all within a seamless, white-labeled experience
Automated 1099 Reporting
Generate, validate, and distribute 1099s automatically—with full coverage for IRS and state compliance