When you sign up for Koinly, you can select the type of your account - individual, business or accountant. This article explains the difference between them.
Account types
👤 Individual
An individual account gives you access to the full functionality of Koinly's platform, including but not limited to:
Import your exchanges and wallets using our custom integrations
Review and adjust your transaction history
Generate tax reports (on a paid plan)
And much more! For a brief overview how Koinluy works, check:
🏢 Business
There's only one difference between an Individual and Business account - a Business account has the option to sync your Koinly data with an accounting platform. Koinly currently supports two integrations: Quickbooks and Xero.
Read more about our accounting integrations in:
How to switch to a business account
After setting up your account, it's not possible to change its type to business anymore - but you can reach out to our Support team via our in-app chat: we can change the account type for you!
🏛️ Accountant
Accountants can have multiple portfolios added under their Koinly account, as opposed to Individual and Business accounts, where you only have access to one portfolio where you can add your wallets.
Our accountant platform offers separate pricing structure to Koinly's standard plans and is aimed at accountants managing multiple crypto portfolios for their clients.
How to switch to an accountant account
You can switch to an accountant-type account by:
Logging in to Koinly with your current account
Going to the page below:
https://app.koinly.io/cpa/signup/
🚨 Switching to multiple-portfolio account is irreversible
You will not be able to go back to a single-portfolio account once you change it to an accountant. If you change your mind, you will need to delete the account and sign up again.