How to get listed on Koinly's crypto accountant directory
Are you a crypto accountant or tax professional looking to grow your crypto client base? Koinly’s Global Crypto Accountant Directory is designed to connect crypto investors with qualified accountants worldwide. Getting listed is a great way to increase your visibility and attract new clients in the rapidly growing cryptocurrency market.
Follow this guide to learn how you can join Koinly's directory and expand your reach.
Step 1: Check your eligibility
Before you begin the registration process, ensure that you meet the following criteria:
Qualified to provide tax guidance: You must be a qualified accountancy firm or an individual who is authorized to give tax guidance.
Business registration: You need to have a valid business registration number that is associated with your primary business address.
Professional credentials: You must hold professional credentials or be a member of recognized accounting bodies for each country in which you wish to be listed. Accepted credentials include:
Certifications and Licenses: Certified Public Accountant (CPA), Chartered Accountant (CA), or Certified Management Accountant (CMA).
Membership in Professional Bodies: Membership in organizations such as the American Institute of CPAs (AICPA), the Chartered Institute of Management Accountants (CIMA), or the Institute of Chartered Accountants in England and Wales (ICAEW).
Knowledge of Crypto Taxation: You must have a solid working knowledge of crypto tax laws and regulations, and this expertise should be evident on your website. Potential clients need to clearly see that you offer cryptocurrency tax services.
Step 2: Register for the directory
Once you have confirmed your eligibility, you can proceed to register your practice. Here's how:
Complete the registration form: Visit Koinly’s Global Crypto Accountant Directory registration page and fill out the form with your business details, credentials, and the country where you wish to be listed. Please note that only one country can be selected per application.
Submit your application: After filling out the form, submit your application. Our team will review it within 14 business days. During this time, they may reach out to you if any additional information is required or if any part of your application is incomplete.
Step 3: Verification and approval
Koinly takes compliance seriously, and each application undergoes a thorough review process. Here's what happens next:
Verification Process: Our Compliance Team will use professional membership verification tools to ensure that all the information you provided is accurate and up to date.
Approval and Notification: If your application meets all the requirements, you will be listed in the directory under the relevant country. Once your listing is published, our team will email you the link to your listing.
Frequently asked questions
Can my practice be listed in multiple countries?
Yes, firms can be listed in multiple countries. However, you must apply separately for each country to verify your license to practice in those regions.
How will my application be processed and verified?
Your application will be processed within 14 business days. To ensure accuracy, our Compliance Team will verify your credentials using professional membership verification tools.
What happens if my application is incomplete?
If your application is incomplete or if additional information is required, a member of the Koinly team will reach out to you. It’s important to respond promptly to avoid delays in the processing of your listing.
How long will my listing remain active?
Once approved, your listing will remain active as long as you continue to meet the eligibility requirements. Koinly may periodically review listings to ensure compliance with current standards.
Can I update my listing after it’s been approved?
Yes, you can update your listing information at any time. If you need to change details such as contact information, credentials, or the countries where you’re listed, simply contact the Partnership Team at [email protected] to make the necessary adjustments.
What benefits do I get from being listed?
Being listed in Koinly’s Global Crypto Accountant Directory increases your visibility to potential clients who are specifically looking for qualified crypto accountants. This can help you grow your client base and establish your reputation in the cryptocurrency space.
What are the criteria for Business Registration or Entity Formation?
To be listed in Koinly’s Global Crypto Accountant Directory, your firm must have a valid business registration or entity formation number, which varies by country. Here are some examples:
United Kingdom: Company Registration or Incorporation number.
Canada: Incorporation or Corporate Registration number.
Ontario: Business Name Registration or Incorporation number.
British Columbia: Business Incorporation or Business Registration number.
Australia: Australian Business Number (ABN).
India: Company Incorporation or Company Registration number.
Ensure that your registration or entity formation number is associated with your primary business address when applying.
Why do you need a link to my company logo?
As part of your registration, you are required to provide a high-resolution company logo. This logo will be displayed in the directory alongside your listing to help distinguish your firm and attract potential clients. The image should meet the following criteria:
Format: PNG or SVG.
Background: The logo should have no background (transparent).
Resolution: The image should be high resolution.
What is the criteria for a Featured listing on Koinly’s accountant directory?
Featured listings are limited to just 6 per country to maintain quality and exclusivity.
They are awarded to partners who meet a range of criteria, including licenses held, the number of active client portfolios, enterprise partner status, and referral performance. These listings are selected by Koinly's team based on overall contribution to the platform and user experience.
We regularly review directory entries and appreciate the continued engagement of all our accounting partners. As part of this process, Featured listings are by selection only and cannot be requested.
Is there a fee to be listed in the directory?
There is no fee to be listed in Koinly’s Global Crypto Accountant Directory.
Country-specific requirements
Who can join Koinly's U.S. accountant directory?
Our U.S. accountant directory is only for professionals who are legally allowed to prepare and file U.S. federal tax returns with the IRS.
You must hold valid U.S. tax credentials to qualify. International credentials alone are not accepted.
Minimum requirements
To be listed, you must hold at least one of the following:
Enrolled Agent (EA) licensed by the IRS
Certified Public Accountant (CPA) licensed in any U.S. state or territory
Attorney licensed by a U.S. state bar and authorized to practice before the IRS
Tax Preparer with a valid IRS PTIN (Preparer Tax Identification Number)
Note: A PTIN allows you to prepare returns for compensation, but only EAs, CPAs, and attorneys have full representation rights before the IRS.
Credentials not accepted on their own
We do not accept these credentials unless paired with a valid U.S. tax qualification:
ICAEW, ACCA, CAANZ, CPA Canada, or other non-U.S. designations
Experience in U.S. tax without formal U.S. credentials
Business registration only in a foreign country
What you need to apply
When applying, you must provide:
Proof of your U.S. tax credential (EA, CPA, PTIN, or attorney license)
Proof of business registration (can be from any country)
A short description of your services for U.S. taxpayers
Who can join Koinly's UK accountant directory?
Our UK directory is only for professionals who are legally allowed to prepare and file UK tax returns with HMRC on behalf of clients.
You must hold a recognised UK tax or accounting qualification and be registered with a relevant UK authority.
Minimum requirements
To be listed, you must meet both of the following:
Hold a recognised UK accounting or tax qualification, such as:
Chartered Accountant (ACA, ACCA, CA)
Chartered Tax Adviser (CTA)
AAT Licensed Accountant or Bookkeeper
ATT (Association of Taxation Technicians)
Be registered with HMRC as an agent authorised to file returns on behalf of clients
Credentials not accepted on their own
We do not accept:
Non-UK credentials without HMRC agent registration
Business registration alone without professional credentials
Informal tax experience without recognised qualifications
What you need to apply
Please provide:
Proof of your accounting or tax qualification (e.g. membership certificate)
Proof of HMRC agent registration (e.g. Agent Reference Number)
Proof of business registration (Companies House or equivalent)
A short description of your services for UK taxpayers
Who can join Koinly's Canada accountant directory?
Our Canada directory is only for professionals who are legally allowed to prepare and file Canadian tax returns with the CRA on behalf of clients.
You must hold a recognised Canadian accounting designation and be registered to file returns for others.
Minimum requirements
To be listed, you must meet both of the following:
Hold a valid Canadian accounting designation, such as:
Chartered Professional Accountant (CPA)
Registered Tax Preparer with a valid CRA Rep ID
Be authorised to act as a representative for clients with the Canada Revenue Agency (CRA)
Credentials not accepted on their own
We do not accept:
Non-Canadian designations (e.g. U.S. CPA, ICAEW) without CRA registration
Business registration without recognised credentials
Informal tax experience with no proof of authority to file with CRA
What you need to apply
Please provide:
Proof of your Canadian credential (e.g. CPA certificate, CRA Rep ID)
Proof of business registration (federal or provincial)
A short description of your services for Canadian taxpayers
If you're unsure about your eligibility, get in touch with us before submitting an application.