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CoinTracking Corporate Accounts: Manage your entire tax firm with ease

Updated: Nov 16, 2021

CoinTracking.info recently rolled out a new feature that lets corporate accounts. CoinTracking corporate accounts gives you the ability to quickly set up as many employee profiles as you need and manage all your clients’ cryptocurrency trading data through a single, easy-to-use interface.


“Many of my clients are already CoinTracking subscribers. The fact that I can instantly add them to my corporate account when I need to check their taxes for them is incredibly convenient for me. For clients that don’t have CoinTracking yet, the option to buy bulk subscriptions in advance makes it easy for me to help them get started.”

CPA Laura Walter, founder of Crypto Tax Girl

Learn more about the upgrade and find out about some of the main benefits of upgrading to CoinTracking corporate accounts.


CoinTracking corporate accounts: Now you can manage your entire tax firm or investment company with ease

Simply log in, click the Admin Panel link on the top of the page and select Manage Accounts and Permissions. If you’ve already set up accounts, you can convert them into permissioned employee accounts here by scrolling down to Roles and Bulk Settings section of the menu. Otherwise, click the Add New Accounts button to create employee accounts for all the employees that will be using CoinTracking.

Employee accounts have customizable access to all of your firm’s client accounts. This flexibility lets you and your employees quickly and easily share information with you when they need to do so. Employee accounts can also add new clients, as well.

However, employees can only edit client information (transactions, settings, credentials, etc.) if given approval by an administrator.

These controls are designed to make it safe for you to give all of your employees access to CoinTracking without letting them be able to change information that they shouldn’t be able to alter.


Other CoinTracking corporate accounts features


All your clients in one place

A CoinTracking corporate account gives you the ability to set up and manage all of your clients in one interface. This saves you the hassle of setting up individual accounts for each of your clients.

Once set up, you can have your clients log in and do everything they need to do to import their data from all the wallets and exchanges that they use. If they need help doing that, you can walk them through the process of connecting their exchange APIs to CoinTracking.info and/or using CSV files to transfer their trading data. Once they do that, you can edit their data as needed on your end.


Get a bird’s eye view of your firm’s crypto holdings

If you run a cryptocurrency investment firm, the Client Summary button– accessible from the admin panel– comes in handy. It gives you a big picture view of all the crypto holdings that are connected to any of your accounts. You can view any account’s total current balance or switch to daily view when you need more detail.


Any CoinTracking user can quickly link their account to yours

If you’re a tax professional and you get a new client that already uses CoinTracking, you can connect their account to yours with just a few clicks. All you have to do is open the admin panel, click on Manage Accounts and Permissions, and then scroll down to Link Existing Accounts. The code listed there will give your client the ability to make their information available to you. Once linked, you can view and change your client’s transaction data as needed.


The more subscriptions you buy, the more you save

A CoinTracking basic corporate account costs $499 and gives you the ability to create up to 10 client/employee accounts.

If you need to expand, you can purchase as many additional accounts as you need. The more accounts you buy, the bigger the discount. Click here to learn more.


Customized branding for CoinTracking corporate accounts

If you are already a CoinTracking corporate account client, you can customize the CoinTracking.info interface by uploading your logo. This feature helps your clients remember your firm’s brand so that they’ll know you when the next tax season arrives.


Sign-up to CoinTracking today!


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Disclaimer: All the information provided above is for informational purposes only and should not be considered as professional investment, legal, or tax advice. You should conduct your own research or consult with a professional financial advisor when investing.


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