You can invite your accountant (or your colleague, partner) to your Koinly account to view your data and help you with preparing a tax report.
Log in to your Koinly account and go to Settings in the top right corner
Click on Team on the left-hand side
Click Invite, add in the email address and press Send invite
Please note that if your settings do not look like the above, it's likely that your CPA has invited you. Please reach out to your CPA to understand how to move forward.
How to access the account you were invited to
If you received an invitation to someone else's account:
Click the link in the invitation e-mail
Log in to your Koinly account. If you do not have an account, sign up for a free account
You can switch between your account and the account you were invited to by clicking on your avatar:
Accountant permissions
Your accountant/team member will have full edit rights once invited.
This means that they can:
Add and delete transactions
Add and delete wallets
Tag, edit, merge, and split transactions
Change your account settings
However, they cannot (neither can you):
Retrieve the API secret from already set-up wallets
This means that even if you created an API key that allows for withdrawals from your exchange, your accountant will have no way of retrieving it.
🟡 Note: We always recommend creating read-only API keys - while we will not reject full-access API keys, we do not need API keys that provide trading or withdrawal permissions