Client management for accountants and bookkeepers used to mean, for crypto: waiting on exports, emailing back and forth about strange transactions and hoping the figures still add up at filing time. With client management in Cryptotax you manage the crypto files of all your clients in one place: one client file per client, on live figures, with full control from import to locked report.
What client management in Cryptotax does for your practice
Cryptotax is not a general accounting package. It is a client management tool for accountants and bookkeepers who handle the crypto part of their clients' tax returns. In practice:
- One central overview of all your clients, with the status of every tax year and the estimated tax due per client.
- One client file per client with all wallets, exchange connections and CSV files, across all tax years.
- Corrections with an audit trail, a completeness confirmation from your client and a locked report package per year.
- Deadline tracking on the dashboard and by email, so you keep the crypto files of all your clients under control during filing season.
Adding clients: managed or invited
You choose per client how you work together:
- Managed client file: you create the file yourself and add wallets and CSV files on your client's behalf. Your client does not need an account. If they later create one with the same email address, the file can be linked to that account.
- Invited client: you invite your client by email. The client keeps their own account, imports their own data and chooses whether you also see the live data (by default you only see what the client submits).
Either way, you work in the same client file and see the same live calculation.
The central client file: live figures, no queue
A client file always shows the current state of the calculation. If your client (or you) imports an additional wallet or a new CSV file, you see the result in the file immediately. No separate review step is needed before you can get started: you look at the same live data as the calculation itself.
Per file you see, for each tax year, the capital gains, income and the estimated tax due, with the option to drill down to the level of individual tax events. As an accountant or bookkeeper you get one central file per client instead of loose exports in your inbox.
Corrections with an audit trail
Not every transaction is classified correctly in one go. As an accountant you can make corrections on a submitted package, or directly on the live data of a client who grants you management rights:
- Individual corrections: change the type, the treatment or even the quantity of an event.
- Bulk actions: select multiple events at once and mark them as spam, non-taxable or to be ignored, or restore them to the original.
- Transfer matching: manually link an outgoing and incoming transfer so that a move between your own wallets is not treated as a sale. Read more about transfer matching.
- Edit history: every correction gets a timeline ("History") so you can always see what was changed and when, and restore earlier versions.
All corrections also end up in a correction log that is part of the locked file. This way it is always defensible afterwards which adjustments were made and why.
Completeness confirmation by your client
A calculation is only as good as the data underneath it. That is why you can request a completeness confirmation from your client per file. The client sees an overview of all submitted accounts and wallets and explicitly confirms that this overview is complete.
The status (requested, confirmed or outdated) is visible in the file. If the client later adds an account or removes one, the confirmation is automatically marked as outdated and you can request a new one. A confirmed attestation is included in the locked report. That is an important piece of file documentation for your liability as a professional.
Locking and reopening the report
Once you are done with the review, you lock the file with a single click on "Lock report". At that moment Cryptotax freezes the calculation and generates a package with:
- the tax report as a PDF, including the return section;
- the Tax-on-web codes as CSV;
- the correction log with all adjustments and their timestamps;
- the original source CSVs the client submitted;
- a manifest listing all documents and accounts.
Does a forgotten wallet surface later after all? Then you click "Reopen", process the new data and lock the file again. A completeness confirmation requested earlier lapses on reopening, so your client confirms the new state again.
You file the return itself through Tax-on-web or your own software: Cryptotax does not file anything electronically with the FPS Finance. After filing you mark the file as filed, so your overview stays accurate.
Deadlines tracked automatically
The accountant dashboard shows the relevant filing deadline (including the agent deadline) with a countdown bar, and gives each file a status chip: on schedule, deadline approaching, late or filed. In addition, you receive an email digest 30, 14 and 7 days before the deadline with the files that still need action. This way no client file slips through the cracks during the busy filing period.
Client management with your whole practice
Do several people work on the same clients? All client files live in one practice workspace, with owner, accountant, assistant and read-only roles. See how that works on the page about teams and roles for accounting practices.
Do you also keep a permanent file for your clients? Then read what Cryptotax keeps for the crypto part of the permanent file, and what it does not.
Frequently asked questions about client management
Is this client management also suitable for bookkeepers?
Yes. Whether you are an accountant, bookkeeper or tax advisor, client management works the same way. You manage your clients' crypto files, whether or not you handle the rest of their return or bookkeeping in other software.
Does Cryptotax replace my accounting or CRM package?
No. Cryptotax manages the crypto part of the client file: import, calculation, corrections, report and Tax-on-web codes. Your general client data, bookkeeping and filing stay in your own software.
What does it cost?
You start for free with one client. After that you pay 149 euros per client file per year, without bundles or limits.
Get started
Client management is available to all accountants and bookkeepers on Cryptotax. See how it all works on the accountants page or read the workflow guide from invitation to export.