Best Crypto Tax Software for CPAs and Tax Professionals 2025

In recent years, an increasing number of retailers and institutions have joined the crypto bandwagon, investing and trading in the market. If you’re a tax professional, chances are you’ve found yourself learning how cryptocurrencies work so that you can efficiently assist your clients in fulfilling their tax obligations. As it is with general finance, using the right crypto tax software will prove to be invaluable for your process. This article discusses the best crypto tax software tools that a certified public accountant (CPA) or a tax professional can use to calculate crypto taxes for their clients. It also highlights various enterprise software options and how these tax tools work for tax experts. Main takeaways: Growing crypto adoption has increased the need for CPAs and tax professionals to properly understand and manage crypto-related tax obligations. Crypto tax software can automate important tasks such as tracking, analyzing, and reconciling transactions across wallets, exchanges, and blockchains. Using crypto tax platforms can significantly reduce human error, save time, and help CPAs stay compliant. Most platforms allow CPAs to collaborate with their clients, review missing information, optimize for certain tax strategies, and more. Top 5 Crypto Tax Software for CPAs and Tax Professionals Whether you are a seasoned crypto tax professional or you’re new to the space, we will discuss five top cryptocurrency tax tools for CPAs that you can use. Pay attention to the professional features comparison as we discuss them. .cp-only-mobile{display:none} @media(max-width:720px){ .cp .table .price .cp-only-mobile{display:inline;font-weight:600;margin-right:.25rem} } Name Key Pros Price Rating Koinly Best Overall for CPAs & Tax Professionals Dedicated accountant portalAI-assisted transaction classificationSupports 420+ exchanges & 25,000+ assetsCost-effective multi-client licensing Price: $49 - $199 4.9/5 Visit Website Read Review TokenTax Best for Full-Service CPA Support Offers one-on-one CPA collaborationReal-time tax previews & instant form generationExcellent for complex client casesStrong enterprise & audit support Price: $65 - $1999 4.8/5 Visit Website CoinTracker Best for Large Firms & Client Management Powerful client dashboard for CPAsAI-powered transaction searchPartnerships with TurboTax, H&R Block & SolanaWhite-glove training available Price: $59 - $599 4.7/5 20% OFF for Cryptopotato readers Visit Website Read Review CoinLedger Best for Fast Client Onboarding Easy bulk import for clientsSimple CPA dashboard for managing reportsStrong tax software integrationsGreat for beginners needing guidance Price: $49 - $199 4.6/5 10% OFF for Cryptopotato readers Visit Website Read Review CryptoTaxCalculator Best for DeFi, NFTs & Complex Transactions Handles advanced DeFi, NFT & smart contract activityGranular reconciliation tools for CPAsStrong multi-jurisdiction supportReal-time collaboration with clients Price: $49 - $499 4.5/5 Visit Website Koinly Koinly is often regarded as one of the most popular professional crypto tax platforms, due to its user-friendly interface, cost-effectiveness, and overall features. Koinly has a dedicated section for accountants, serving over 6,000 of them. Here, CPAs can use a single account to monitor the crypto trades of multiple clients simultaneously. Harnessing artificial intelligence, Koinly automates the transaction monitoring process, helping tax experts determine tax-deductible trades. Pricing: Koinly offers three pricing packages for CPAs and tax accountants. They are: Starter package (5 licenses): $69/license. Growth package (10 licenses): $59/license. Scale package (30 licenses): $49/license. NOTE: CPAs assign each license to their client to generate tax reports. Key Features: Supports 420+ exchanges and wallets. Supports over 25,000 cryptocurrencies. Crypto tax calculator. Portfolio tracker. Customer support. TokenTax TokenTax is a crypto tax software designed for professional use. It works with accounting firms and enterprises to track crypto transactions and generate tax reports for clients. TokenTax reviews show that the platform provides instant access to tax forms, tax estimate previews in real-time, and swift data imports. TokenTax has collaborated with TurboTax to ease the tax filing process for users. It also boasts a dedicated customer support team to help guide users through its platform. Pricing: Basic: $65/year. Premium: $199/year. Pro: $1,999/year. VIP: $3,499/year. Key Features: Crypto tax calculator. Crypto profit calculator. Enables one-on-one interactions with in-house CPAs. Crypto transaction reconciliation. CoinTracker CoinTracker is another top choice for CPAs and tax accountants seeking crypto tax software. In its dedicated section for tax professionals, the platform provides CPAs with efficient client management features. This way, they can monitor and track their clients’ data through a single dashboard. It also allows tax accountants to purchase plans on behalf of their clients. The tax professional crypto software enables specific transaction searches using its AI-powered transaction search tool. It also offers one-on-one training sessions to help CPAs easily understand the tools. The tax platform partners with various platforms, including H&R Block, Intuit TurboTax, and the Solana Foundation. Pricing: Free (excludes tax filing). Base: $59/tax year. Prime: $199/tax year. Ultra: $599/tax year. Full Services: $3,499/tax year. Key Features: White glove partnership. Support team. Crypto profit calculator. Tax loss harvesting. Portfolio tracking. CoinLedger CoinLedger is another crypto tax software for accountants seeking automated platforms to serve their clients. It provides an interface where CPAs can manage their clients’ entire dashboard after helping clients import their crypto transactions. Then, tax accountants can easily view, download, and file tax reports on their clients’ behalf. Tax experts can also reconcile missing transactions for their clients. For tax experts new to crypto, CoinLedger offers a “Crypto Taxes 101 guide” to help them understand everything they need. This encompasses how crypto works and how to prepare tax reports. Pricing: Portfolio tracking: $0 Hobbyist: $49 Investor: $99 Pro: $199+ Key Features: Crypto tax calculator. Profit calculator. Portfolio tracker. Tax software integration. Chat support. CryptoTaxCalculator CryptoTaxCalculator is regarded as one of the best cryptocurrency tax tools for CPAs and tax accountants because of its inherent features. Through the Accountant Portal, CPAs can add clients. They can also import, track, and review their clients’ crypto-focused data. CPAs can also delve deeper into individual clients’ dashboards to collaborate with them in real-time through actions, such as viewing their tax obligations, leaving notes, and reconciling missing transactions. This tax professional crypto software has joined forces with leaders in the accounting world, such as Grant Thornton, Cadena Legal, Gordon Law, and Citrin Cooperman. Pricing: CryptoTaxCalculator allows CPAs and accountants to oversee their clients’ dashboards in the Accountant Portal for free. However, clients will pay for services within the following packages: Rookie: $49. Hobbyist: $99. Investor: $249. Trader: $499. Key Features: Smart contract transactions. Tax loss harvesting. Portfolio tracking. Customer support team. Support for multiple jurisdictions. What are Crypto Tax Software Tools? As a CPA or tax professional, you know that your clients are required to pay taxes on their crypto transactions. But what kinds of crypto transactions are taxable? Here is a breakdown of taxable events within the crypto market in accordance with most jurisdictions: Capital gains taxes: They refer to the taxation of profits on crypto sale and swap, and the use of crypto to purchase goods or services. Income taxes: They apply to crypto earned from activities such as mining, staking, fork events, and airdrops. It also encompasses salaries and wages paid using crypto. The truth is that compiling these taxable events together is time-consuming and prone to human error. Hence, crypto tax software makes it easy for one to compile bulk crypto transactions and determine the applicable taxes. Not just that, but many of these tools will help you with identifying the best strategies to decrease crypto taxes owed by your clients. Crypto tax software is an automated platform designed to help users compile and calculate the applicable taxes on their crypto transactions. It achieves this by tracking users’ transactions across various blockchains, crypto projects, exchanges, and Web3 wallets. The tax tool also helps with the submission of tax reports. This way, users can appropriately cover their crypto tax obligations. Why Do CPAs and Tax Professionals Need Crypto Tax Software? CPAs and tax professionals are often hired to assist individuals and businesses in compiling and filing accurate tax returns. Cryptocurrencies could be among the taxable events. Even if you’re well aware of how crypto taxes work, handling all that work manually is just tedious, time-consuming, not to mention prone to human mistakes. It is important to use software that makes it easy to navigate the complexities of the crypto industry while compiling the applicable taxe for your clients. This way, you can provide accurate tax filing after scanning through every transaction for a given tax year. It also enables you to provide expert consultation services to clients. Using crypto tax software helps CPA and tax professionals to create foolproof tax reports, avoiding human errors in the process. It also saves the time and resources that would have otherwise been spent on other activities. As a result, you can serve more clients simultaneously. As crypto is still an evolving ecosystem, the applicable tax laws implemented in various countries may change over time. Instead of staying up-to-date with every updated tax regulation, tax professionals can rely on crypto tax tools to ensure regulatory compliance with the local laws of their clients. CPAs and tax experts can also use crypto tax software tools for their personal use. If they decide to venture into the crypto world, these professionals can monitor their transactions across various blockchains, projects, wallets, and exchanges. How Do Crypto Tax Tools Work for CPAs and Tax Experts Regardless of the crypto tax software tool that a CPA or tax accountant chooses, they often follow a similar path to manage their clients’ crypto data effectively. Here’s how it works: Step 1: Create an Account on the Platform The first thing to do as a tax accountant is to create an account on a crypto tax software platform. Ensure you register as a CPA and not a regular user. This way, you would have all the needed tools to oversee your clients’ dashboards. Step 2: Invite Your Clients The next thing is to invite your clients to create an account on the same platform using a link you provide them with. Once they create their accounts, the platform usually provides the client with a step-by-step process to import their crypto transactions across wallets, exchanges, blockchains, and projects. Alternatively, clients can upload their data through CSV or API. Step 3: Review Clients’ Transactions As your clients upload their crypto transactions directly or through CSV and API, you, as the CPA or tax expert, gain access to their transactions. You can then flag missing price history and other incomplete data for reconciliation. Some platforms allow you to work with AI-powered tools to ease the review process. During this stage, you can deduce whether your client is eligible to benefit from tax loss harvesting and other deductions to save their money. Step 4: Download the Tax Report(s) The final step is to download the completed tax form in one click. These include IRS Form 8949, Schedule D, Schedule 1, Capital Gains CSV, and Transaction History CSV. The crypto tax software provides the creation of tax reports that are compatible with the local tax laws, freeing the CPA from much hassle. It is worth noting that before downloading the tax report, most crypto tax software mandates that your clients purchase a plan that matches their number of transactions. FAQs Do I need a crypto tax tool as an accountant? Yes, you do. Using a crypto tax tool helps to make your work easier. You won’t have to spend hours scanning through your clients’ crypto transactions, especially those who are heavy crypto users. You also eliminate the risk of human error while reviewing transactions. It also saves you from spending hours understanding everything about how crypto works. Are crypto tax tools free for accountants and tax professionals? On some platforms, such as CryptoTaxCalculator, crypto tax tools are available to accountants and tax professionals at no cost. However, platforms like Koinly require users to purchase a plan. Still, in most cases, clients have to pay for full access to tax tools. What crypto tax software do professional tax preparers use? There is no one-size-fits-all crypto tax software for tax accountants. This article discusses five options for CPAs to consider. When choosing a platform, the tax preparer may weigh several options, including pricing, supported features, the number of integrations, the support system, and an educational section. This way, they can choose the appropriate crypto tax software that works well for them and their clients. Conclusion Understanding the crypto sphere for the sake of helping clients fulfill their tax obligations can be difficult for most CPAs. Tax accountants no longer have to spend hours trying to wrap their heads around how crypto works before they can work for crypto taxpayers. With the professional crypto tax platforms discussed in this article, they can access all the necessary tools to manage their clients’ crypto transactions, review them, and download tax reports, all in one place. { "@context": "https://schema.org", "@type": "FAQPage", "mainEntity": [ { "@type": "Question", "name": "Do I need a crypto tax tool as an accountant?", "acceptedAnswer": { "@type": "Answer", "text": "Yes, you do. Using a crypto tax tool helps to make your work easier. You won’t have to spend hours scanning through your clients’ crypto transactions, especially those who are heavy crypto users. You also eliminate the risk of human error while reviewing transactions. 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