If you're an accountant with multiple clients that invest in crypto or want to expand your services to include cryptocurrency tax management, Koinly might be the best tool for you.
With our powerful Accountant platform, you can simplify your workflow and tap into a new market of crypto investors while ensuring accurate tax reporting for your clients.
Dedicated accountant platform
With Koinly's dedicated accountant platform, you can:
Manage multiple client portfolios under one account
Create new portfolios for your clients or get invited to their existing portfolios if they're already a Koinly user
Add team members to your account
Download unlimited reports for your clients
Receive dedicated technical support
Join the accountant platform
Sign up for an accountant platform via the page below:
Purchase a license package
Purchase a license package to assign to your clients to be able to generate reports. Our accountant licenses differ in nature from our individual plans:
Portfolio-based, not year based
With one license, you can download reports for all yearsMinimum licenses requirement depending on the package
E.g. you need to buy at least 5 licenses on a starter packageValid for 1 year
A license is valid for one year from the date it was assigned
You can read more about how Koinly's Accountant licenses work in:
How to manage portfolios
Access to portfolio
If your client doesn't have a Koinly account:
Create a portfolio for them in your Accountant platform
You can (optionally) invite them to this portfolio as well
If invited, your client will need to sign up for a Koinly account
Invited clients can add/modify data in the portfolio by themselves
Most accountants invite their clients to the portfolio as the initial setup is best done by the client (e.g. because only they can generate an API key/secret for their exchanges)
The name you assign to a portfolio when creating it is something your client will see but you can rename it later (see below)
If your client already has a Koinly account:
Ask them to invite you to their portfolio
They can invite you from Settings → Team, ref. How can I invite my accountant?
Once you accept the invitation, their portfolio will show up on the Clients list in your account with an "owned by client" badge:
No matter if you created the portfolio or if you were invited to an existing one, you can now access (assume) this portfolio by clicking on it and begin working on your client's data: importing the data, reviewing the transactions, reconciling inaccuracies, etc.
Renaming a portfolio
Change the name of the portfolio to whatever you want by clicking "Rename" from the 3-dot menu on the Clients page:
If you rename a portfolio it is only visible to you and not visible to your client.
You can add some internal code to the name (like "AA01" in the screenshot above) without worrying that your client will see it.
Licensing a portfolio
Once created (or invited to) you can add wallet and exchange data to a portfolio but you can't generate reports unless you assign the license. You can either:
Assign an Accountant license
Assign one of the Accountant licenses you purchased to the portfolio
Purchase an individual license
Alternatively, you can purchase a normal individual plan for this portfolio - enter the portfolio and go to the Plans page
This is something only accountants with very few clients will find useful, as Accountant licenses are significantly cheaper than individual plans
Managing your team
Invite additional team members from your company to your Koinly accountant platform. Once they accept the invite, they'll be able to work on the portfolios created (or to which you were invited).
Invite new team members from the Team page by clicking "+ Invite":
Portfolio assignment
Assign a portfolio to a team member by clicking on "Unassigned":
You can unassign a portfolio by clicking on the name of the team member assigned and then clearing the dropdown box, confirming by clicking the "Assign"button:
Portfolios can be then filtered by team member assigned, allowing them to see only the portfolios they need to work on.
Working on portfolios
Working on a client's portfolio doesn't differ from working on your own portfolio. To learn more how to use Koinly to import data, refer to our help center articles, in particular:
Generating reports
You can generate a report on behalf of your client by going to the portfolio (assuming the account) and then to the Tax reports page - just as if it was your account:
ℹ️ Reports sent to email
Larger reports that take more time to generate will be sent via email (with a download link) to the owner of the portfolio. If you were invited to the portfolio, then the client is the owner and the email will be sent to them.
There's no way to change the email where the link to the report is sent, but you can still access this report by clicking "Show previous reports"
Need help?
Contact our support team using our in-app chat. Be sure that you're logged in to your Accountant platform so that your chat is routed to the correct team right away.