Customer tax forms your platform can defend in an audit.
We carry every transaction from on-chain activity to reconciled cost basis to filed federal forms and customer copies. One reporting pipeline, built for broker reporting on digital assets.
Built for platforms processing one hundred thousand to ten million customer transactions a month.
Reporting pipeline
- On-chain activity and internal transfers
- Reconciled cost basis, with the lots used per sale
- Filed federal forms and customer copies
A federal deadline you can plan around.
Crypto platforms are now treated as brokers and must report customer gains, losses, and cost basis on federal tax forms. The first covered tax year carries a January 2027 filing deadline.
Hard deadline
Federal broker reporting for digital assets is due January 2027 for the current tax year.
Hard math
Cost basis across bridging, staking, and liquidity positions is difficult to reconcile by hand.
Form delivery
Each customer needs an accurate form copy, plus state-level filing where it is required.
Audit exposure
Filings need a clear trail showing how every number was produced and which records support it.
The outcome: accurate forms, filed on time, with a low correction rate.
Reconciled basis
Every sale ties back to the specific lots used, under each customer's elected accounting method.
Direct federal filing
Forms generate and file through the official federal portal, with customer copies delivered by mail or email.
Audit trail by default
Each figure on a filed form traces to the source records that produced it, ready for review.
Four parts, one reporting pipeline.
On-chain event normalizer
Turns raw blockchain activity and internal transfers into clean economic events, correctly handling bridging, staking, and liquidity positions.
Cost-basis engine
Supports each customer's elected accounting method and keeps a full record of the lots used for every sale.
Form generation and federal filing
Generates forms, files directly through the official federal portal, delivers customer copies, and handles state-level filing where required.
Branded customer tax center
Embedded in your platform, showing each customer their gains, losses, downloadable forms, and basis detail.
Connects to your data and the federal portal.
The engine focuses on broker-side reporting and pairs with the systems you already run.
Broad chain coverage
Chain and token-standard support that grows with every platform onboarded.
Federal filing portal
Direct connection to the official portal, with customer delivery by mail or email.
One transaction model
Blockchain data and your internal records ingested into a single, reconciled model.
Built for platforms that cannot afford to build basis math in-house.
Crypto exchanges
High transaction volume that needs reconciled basis and filed forms each season.
Custodial wallets
Customer holdings that must be reported with accurate gains, losses, and basis.
Trading platforms
Registered digital-asset venues meeting broker reporting obligations.
Living rule library
Wash-sale and timing guidance for staking and airdrop rewards, updated as rules evolve.
The reporting partner for platforms below the largest exchanges.
We work through regulatory-conference and crypto-association channels, and we measure ourselves on a low rate of forms needing correction and reissue after filing.
Low
Rate of forms needing correction and reissue after filing.
100k–10M
Customer transactions a month handled per platform.
Trusted channels
Relationships across regulatory conferences and crypto-industry associations.
Priced per reported form, not per seat.
Pay per form
Pricing tracks reporting volume per form, not per seat and not per transaction.
Measured against risk
Weigh it against the engineering time and audit exposure of building basis math in-house.
First-season engagement
A scoped first season delivers one production pipeline before any full commitment.
Meet the federal deadline with audit-defensible filings.
Accurate forms, a low correction rate, and broker-side reporting that pairs with your existing systems.