Step 1: Crypto Portfolio Onboarding
Crypto tax accounting accuracy needs reliable data. CountDeFi gathers the right records and validates every source, so reporting starts on a solid foundation.
CountDeFi's Precision 7 Crypto Tax System
Because crypto tax is primarily a data problem CountDeFi has created a proprietary 7-step system to govern how we move clients from data chaos to audit-proof tax compliance. It is called Precision 7™.
Our tax reporting system tackles even the messiest crypto tax reporting in 7 proven steps. Here's how we get you started in step 1: Crypto Portfolio Onboarding:
What is included in the step
- We assist you with exporting your transaction history from your exchanges, wallets, DeFi protocols, and custodians.
- We validate completeness by cross-checking data sources against client-provided information.
- We provide early identification of potential data gaps like unsupported exchanges and crypto platforms, missing CSVs, inaccessible APIs, etc.
Our Capabilities
- We are a team of experienced crypto tax specialists who know the quirks of major exchanges and wallets.
- We offer a secure data transfer processes that meet privacy standards in the US, UK/EU (GDPR), Canada, and Australia.
- We offer expert guidance on structuring records for multi-year or multi-entity clients.
Benefits
- You get peace of mind that nothing is missed from the start.
- Faster setup with less back-and-forth.
- Confidence that your data is safely and completely transferred for reporting.
Worried your records are too messy, incomplete, or missing altogether?
CountDeFi loves a challenge. We’ve built a strong reputation for reconstructing even the most obscure crypto trading histories. Learn more about our approach and some success stories, in this guide by our Founder, Chris Herbst: How to Handle Missing or Inaccurate Crypto Transaction Data for Tax Purposes
