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Accountant/CPA licenses
Robin Singh avatar
Written by Robin Singh
Updated over 3 months ago

About Accountant Licenses

Koinly offers packages for accountants that are priced very competitively.

These packages can be purchased from the accountant dashboard at any time and come in 3 different sizes:

  • Starter package: 5 licenses

  • Growth package: 10 licenses

  • Scale package: 30 licenses

Each package can be expanded as needed if you would like to purchase more licenses than the package includes.

Licenses can be assigned to your clients to generate tax reports. Any client that you create from your accountant dashboard will automatically be assigned a license.

Each license includes:

  • 1-year validity, starting from the day of assignment

  • Access to all tax reports for all years

  • Unlimited revisions of tax reports

License expiry

Licenses will expire if they are not assigned to a client within 2 years of purchase.

Once assigned to a client, the license has a validity of 1 year. Once the 1-year validity runs out, the client will be transitioned back to a 'Free' account, which means that you will not be able to generate any tax reports. You can always assign a new license to your client to regain access to the reports.

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