Are you an accountant interested in expanding your services to include cryptocurrency tax management? Koinly provides everything you need to handle multiple crypto clients seamlessly. With our powerful platform, you can simplify your workflow and tap into a new market of crypto investors while ensuring accurate tax reporting for your clients.

Follow this guide to learn how to integrate Koinly into your accountancy practice.

To get started, all you need to do is sign up for a free accountant account on Koinly. You’ll have access to all the features you need to manage your clients’ crypto taxes efficiently.

1. Create a free account at Koinly's Accountant Page

2. Navigate to CPA Plans to review the pricing in your local currency and purchase licenses.

With Koinly, you’ll be able to:

- Manage multiple clients from a single platform.

- Collaborate with team members or clients.

- Download unlimited tax reports for any tax year.

- Receive dedicated support from our customer service team.

Once signed up, you can purchase CPA licenses for each of your clients. Each license allows you to generate unlimited reports across all tax years for that specific client. The minimum purchase is 5 licenses, and each license covers between 10,000 and 25,000 transactions.

Key benefits of CPA licenses:

- Unlimited revisions and wallets for your clients.

- Reports for all tax years.

- Comprehensive tax reports compliant with the ATO, IRS, HMRC, CRA, and more.

- Dedicated CPA dashboard to manage all your clients easily.

To buy CPA packages, visit the Plans page in your account. More information about CPA licenses here.

Koinly makes managing multiple clients straightforward. You can either:

1. Invite clients directly to your firm’s Koinly account through your Koinly Clients dashboard.

2. Or, if your client already has a Koinly account, they can invite you to view their portfolio and tax reports.

Once your client’s crypto exchanges are synced, you can begin preparing their tax reports. It’s that simple!

Koinly offers industry-leading tools to help you manage crypto clients efficiently. Here’s what you get with each license:

- Unlimited wallets and revisions for tax reports.

- Reports compliant with local tax laws in 800+ integrations (DeFi, NFTs, Futures, Margin Trading).

- A 30-day free trial with no credit card required, so you can explore Koinly’s features.

Koinly also supports multiple tax jurisdictions and automatically generates reports in your client’s local currency based on their home country’s tax rules.

We know that crypto tax can be complex, but with Koinly, you’re never on your own. Our dedicated support team is available to assist with any questions or challenges you face.

- Email our support team at [email protected].

- Access our Guides and Resources for local tax guides, regulatory updates, and practical resources to help you navigate crypto tax reporting with confidence.

How does Koinly’s pricing work?

Koinly offers flexible CPA packages. You can purchase bundles of 5, 10, or 30 licenses at discounted rates. Each client only requires one license, and you can generate unlimited tax reports for them.

Is Koinly compliant with local tax laws?

Yes, Koinly works with local crypto experts to ensure that our tax reports are compliant with local tax regulations in multiple countries.

Can I manage multiple clients?

Absolutely. You can manage all your clients from a single dashboard and collaborate with your team to ensure smooth tax reporting.

Sign up for your Koinly CPA account here and explore the benefits of using Koinly’s cryptocurrency tax software for your practice.