Guided intake
Step-by-step questions that cover DeFi, NFTs, staking, mining and lost or stolen crypto.
Application project
Crypto tax intake.
Organized before review.
A structured intake and exception-management portal for CPA firms handling digital asset clients.
The business need
Clients don’t know what to send.
A blank form or an email thread doesn’t guide clients through DeFi, staking, NFTs or wallet transfers. They miss things, and the firm finds out weeks later, deep in preparation, when it can least afford the delay.
The application
What it brings together.
Clients answer nine targeted yes/no questions that cover every activity category, then upload files into labeled buckets: 1099-DA forms, exchange CSVs, prior-year reports. Missing documents and unexplained transfers are flagged the moment a client submits, and staff see every client’s status at a glance, with a full audit trail.
Core capabilities
A useful tool, built around the work.
Exception flags
Gaps surface as soon as the client submits, before staff open a file.
Organized documents
Every upload labeled, timestamped and filed in the right category.
Status and audit trail
Who’s invited, in progress or ready for review, with every action logged.
Screens
A closer look
at the build.
The connection
Less hunting.
More tax work.
The firm spends its time on preparation and judgment instead of chasing records across inboxes and spreadsheets.
More work
A closer look at the work.
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