About Accountant Licenses
Koinly offers packages for accountants that are priced very competitively.
These packages come in 3 different sizes:
Starter package: 5 licenses
Growth package: 10 licenses
Scale package: 30 licenses
Need more than what’s included in a package?
You can add extra licenses on the package selection page — as shown in the example below:
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.
Simply head to https://app.koinly.io/cpa/plans to purchase licenses.
Transaction limit
Starter package licenses - 10,000 transactions
Growth and Scale packages - 25,000 transactions
These are account-wide transaction limits, not the limit per year
If a client has more transactions than the license allows, this can be increased from the Settings → Plans page within the client's portfolio:
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.