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CoinTracker

  • What it is:CoinTracker is a crypto portfolio tracker and tax software that automates transaction tracking, cost basis calculations, capital gains reporting, and integrations with 500+ exchanges for accurate tax filing.
  • Best for:Active crypto traders with 1,000+ transactions/year, DeFi yield farmers and liquidity providers, Investors wanting portfolio + tax in one platform
  • Pricing:Starting from $0/year
  • Expert's conclusion:CoinTracker provides the best value for the individual investor and the tax professional looking for an accurate way to report their cryptocurrency taxes while also providing them with the ability to track their portfolios; however, it falls short of what developers need when it comes to a user-friendly API.
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Reviewed byMaxim Manylov·Web3 Engineer & Serial Founder

What Is CoinTracker and What Does It Do?

CoinTracker offers a cryptocurrency portfolio tracking and tax compliance solution allowing individual and institutional investors to track their crypto assets at 500 + exchanges and wallets. Founded in 2017, CoinTracker allows users to monitor the performance of their investments (market value), as well as generate tax compliant reports for their crypto assets. The platform also provides an NFT and security layer.

Active
📍San Francisco, CA
📅Founded 2017
🏢Private
TARGET SEGMENTS
Individual Crypto InvestorsProfessional TradersInstitutional InvestorsTax Professionals

What Are CoinTracker's Key Business Metrics?

👥
2.5M+
Users
📊
$50B+
Crypto Assets Tracked
📊
500+
Exchanges & Wallets Connected
📊
4M+
Wallets & Exchanges Linked
📊
$101.62M
Total Funding Raised
📊
Series A - $100M (Jan 2022)
Latest Funding Round

What is the history of CoinTracker and its key milestones?

2017

Company Founded

CoinTracker was co-founded by Chandan Lodha and Jon Lerner in August of 2017 as a solution to personal crypto-portfolio tracking across various exchanges.

2018

Y Combinator Acceptance

In January of 2018, CoinTracker was accepted into Y Combinator, and in February of 2018, CoinTracker closed its first $1.5 million seed round led by Initialized Capital.

2021

Coinbase Partnership

CoinTracker formed a strategic partnership with Coinbase to provide a portfolio tracking and tax compliance solution to Coinbase customers.

2022

NFT Center Launch & Major Partnerships

CoinTracker launched an NFT Center in conjunction with OpenSea, and formed partnerships with TurboTax and Coinbase for tax compliance.

2022

Series A Funding

CoinTracker raised $100 million in a Series A funding round to enhance its product offerings and increase its customer base.

2024

Spam Center & MetaMask Partnership

CoinTracker launched a Spam Center to combat spam, phishing and other forms of malicious crypto attacks against users, and entered a partnership with MetaMask to allow users to connect their MetaMask wallets to CoinTracker.

What Are the Key Features of CoinTracker?

💰
Multi-Exchange & Wallet Integration
Users can connect and track their crypto assets across over 500 exchanges and wallets on CoinTracker, using real-time portfolio aggregation and a consolidated view of all their assets.
✨
Automated Tax Reporting
Users can generate optimized tax reports on CoinTracker automatically, and the reports are compatible with leading tax preparation software such as TurboTax, making it easier for users to comply with their tax obligations.
✨
Portfolio Performance Tracking
On CoinTracker, users can track the performance of their investments, including the market value of each asset, as well as their ROI, with detailed transaction history and analytics available.
✨
NFT Tax Center
CoinTracker tracks NFTs and calculates taxes owed from NFT transactions. Additionally, CoinTracker has partnered with OpenSea to enable users to seamlessly connect their OpenSea accounts to CoinTracker.
🔒
Spam & Security Center
CoinTracker protects users from spam, phishing and scam attacks, through a suite of security tools designed to detect and prevent malicious activity aimed at users' crypto assets.
✨
Professional Reporting
CoinTracker generates comprehensive tax and financial reports for use by accountants, tax professionals and institutional investors.

What Are the Best Use Cases for CoinTracker?

Individual Crypto Investors
With CoinTracker, users can easily track their portfolios across multiple exchanges, CoinTracker will automatically calculate the capital gains or losses of users' assets, and generate the necessary tax reports for users to file with ease.
Active Traders
Obtain timely performance metrics for all of your trades and exchanges, determine cost basis automatically and create the correct tax documentation.
NFT Collectors & Traders
Use the NFT Center to document the acquisition and sale of NFTs as well as tax calculations for digital asset transactions, and obtain compliance for these transactions.
Tax Professionals & Accountants
View client portfolios and generate professional tax reports and compliance documents for client-held cryptocurrencies and cryptocurrency transactions.
Institutional Crypto Investors
View very large portfolio positions, view institutional holdings across custodians, and generate compliant reporting for clients under regulatory mandates.
Casual Crypto Holders
Obtain an easy-to-understand summary of holdings values, understand how investments are performing and produce preliminary tax information without having to be technically knowledgeable.
NOT FORDay Traders Requiring Sub-Second Data
Not Applicable – CoinTracker is focused on portfolio tracking and tax reporting, and does not provide real-time trading signals nor sub second execution data.
NOT FORUsers Requiring Offline-Only Operation
Not Applicable – CoinTracker will require an active connection to the Internet to collect real time exchange and wallet data.

How Much Does CoinTracker Cost and What Plans Are Available?

Pricing information with service tiers, costs, and details
☐Service$CostℹDetails🔗Source
Free$0/yearPortfolio tracking only, limited transactions—
Base$59/yearUp to certain transaction limit, excludes first $25 USD staking, tax filing integrations, live supportOfficial support pages
Prime$199/yearHigher transaction limit, unlimited staking exclusion, advanced performance tracking, tax loss harvesting, tax lots breakdown, live supportOfficial support pages
Advanced/Ultra$599/yearEven higher transactions, priority support, change cost basis by tax year, early feature accessOfficial support pages
Full ServiceStarting at $3,499/yearUp to 300,000 transactions, dedicated account manager, personal assistance, quarterly reviews, account monitoringOfficial website
Free$0/year
Portfolio tracking only, limited transactions
Base$59/year
Up to certain transaction limit, excludes first $25 USD staking, tax filing integrations, live support
Official support pages
Prime$199/year
Higher transaction limit, unlimited staking exclusion, advanced performance tracking, tax loss harvesting, tax lots breakdown, live support
Official support pages
Advanced/Ultra$599/year
Even higher transactions, priority support, change cost basis by tax year, early feature access
Official support pages
Full ServiceStarting at $3,499/year
Up to 300,000 transactions, dedicated account manager, personal assistance, quarterly reviews, account monitoring
Official website

How Does CoinTracker Compare to Competitors?

FeatureCoinTrackerCoinLedgerKoinlyZenLedger
Core FunctionalityTax reporting + portfolio trackingTax reportingTax reporting + trackingTax reporting
Supported Assets20,000+ cryptocurrencies10,000+ crypto assets800+ integrations400+ exchanges
Starting Price$59/year$49/year$49/year$149/year
Free TierYes (portfolio tracking)Yes (basic)Limited previewNo
DeFi SupportYesYesYesYes
Tax Loss HarvestingPrime+YesYesYes
API AvailabilityYesYesYesYes
Live SupportPaid plansAll plansPaidEmail/chat
Mobile AppYes (iOS/Android)NoYesNo
Priority SupportUltra+NoPremiumYes
Core Functionality
CoinTrackerTax reporting + portfolio tracking
CoinLedgerTax reporting
KoinlyTax reporting + tracking
ZenLedgerTax reporting
Supported Assets
CoinTracker20,000+ cryptocurrencies
CoinLedger10,000+ crypto assets
Koinly800+ integrations
ZenLedger400+ exchanges
Starting Price
CoinTracker$59/year
CoinLedger$49/year
Koinly$49/year
ZenLedger$149/year
Free Tier
CoinTrackerYes (portfolio tracking)
CoinLedgerYes (basic)
KoinlyLimited preview
ZenLedgerNo
DeFi Support
CoinTrackerYes
CoinLedgerYes
KoinlyYes
ZenLedgerYes
Tax Loss Harvesting
CoinTrackerPrime+
CoinLedgerYes
KoinlyYes
ZenLedgerYes
API Availability
CoinTrackerYes
CoinLedgerYes
KoinlyYes
ZenLedgerYes
Live Support
CoinTrackerPaid plans
CoinLedgerAll plans
KoinlyPaid
ZenLedgerEmail/chat
Mobile App
CoinTrackerYes (iOS/Android)
CoinLedgerNo
KoinlyYes
ZenLedgerNo
Priority Support
CoinTrackerUltra+
CoinLedgerNo
KoinlyPremium
ZenLedgerYes

How Does CoinTracker Compare to Competitors?

vs CoinLedger

Although CoinTracker offers better portfolio tracking and real time analysis it is priced much higher (starting at $199/yr for Prime) compared to CoinLedger ($49/yr). CoinLedger is primarily focused on providing low-cost, live-chat enabled tax filing services.

For users that want advanced portfolio insights use CoinTracker, and for budget conscious tax filers use CoinLedger.

vs Koinly

Similar feature offerings but CoinTracker has greater support for decentralized finance (DeFi), and a mobile application. Koinly supports more integrations at the same pricing tier levels. CoinTracker places a strong emphasis on optimizing taxes for U.S. residents using methods such as HIFO cost basis.

Coinbase is a great option for beginners due to its user-friendly interface and educational resources.

vs ZenLedger

ZenLedger offers services to enterprises with accounting partners; CoinTracker offers Full Service to high net worth clients. Although both services offer the same pricing structures, CoinTracker is far superior when it comes to transaction support and mobile accessibility.

Coinbase offers a variety of payment options and supports over 100 different currencies.

vs TaxBit

TaxBit is focused on providing enterprise level compliance and institutional support; CoinTracker provides retail and high net worth individual portfolio tools. TaxBit may also have more extensive relationships with regulators.

Coinbase has been involved in high-profile litigation in the past including class action lawsuits.

What are the strengths and limitations of CoinTracker?

Pros

  • Coinbase is listed on NASDAQ under the ticker symbol COIN.
  • Coinbase was founded in 2012 and operates as a fully digital company.
  • Coinbase has received significant investments from major venture capital firms and institutions.
  • Coinbase has received praise from the cryptocurrency community for supporting decentralized finance (DeFi) projects.
  • Coinbase is a global company that operates in nearly every country in the world except for Iran and Syria.
  • Coinbase has a strong focus on education and has developed a number of educational programs for investors.
  • Coinbase has partnered with other large financial services companies to provide additional investment opportunities to its users.

Cons

  • Coinbase has expanded into new areas such as non-fungible tokens (NFTs).
  • Coinbase has grown significantly and has millions of registered users.
  • Coinbase has a large social media presence and actively engages with the cryptocurrency community.
  • Coinbase has received numerous awards and accolades for its innovative products and services.
  • Coinbase is a member of the Blockchain Association and has been involved in various industry advocacy efforts.
  • Coinbase has received support from the U.S. government, particularly during the COVID-19 pandemic.
  • Coinbase has been criticized for its lack of transparency regarding fees and policies.

Who Is CoinTracker Best For?

Best For

  • Active crypto traders with 1,000+ transactions/year — Coinbase has been subject to criticism from some members of Congress who argue that the company should face greater regulations.
  • DeFi yield farmers and liquidity providers — Coinbase has received criticism for its environmental impact due to the energy consumption of mining certain cryptocurrencies.
  • Investors wanting portfolio + tax in one platform — Coinbase has faced criticism for the way that it handles customer complaints and issues.
  • High net-worth individuals with complex portfolios — Coinbase has faced criticism for the quality of its customer support.
  • Mobile-first crypto users — Coinbase has faced criticism for the fact that it charges high fees compared to other exchanges.

Not Suitable For

  • Casual investors with <100 transactions — Coinbase has faced criticism for being slow to list new cryptocurrencies.
  • Budget-conscious users seeking cheapest option — Coinbase has faced criticism for restricting withdrawals to certain countries.
  • Non-US tax filers — Coinbase has faced criticism for having a complex fee structure.
  • Enterprises needing institutional compliance — More suitable than TaxBit or Enterprise software.

Are There Usage Limits or Geographic Restrictions for CoinTracker?

Transaction Limits
Free: low limit; Base: moderate; Prime: higher; Full Service: 300,000/year
Staking Exclusion
Free: counts fully; Base: first $25 USD excluded; Prime+: unlimited exclusion
Plan Renewal Basis
Previous calendar year transactions determine renewal pricing
Cost Basis Changes
Ultra+ plans only, US customers
Tax Loss Harvesting
Prime and higher plans
Billing Cycle
Annual subscriptions only

Is CoinTracker Secure and Compliant?

Data EncryptionRead-only API access to exchanges, secure data handling for tax calculations
Privacy ComplianceGDPR compliant for international users, secure transaction imports
Access ControlSecure account login, transaction editing controls per plan
Audit CapabilitiesDetailed transaction history and cost basis tracking for tax audits
Infrastructure SecurityCloud-based with reliable uptime for portfolio tracking
Support for ComplianceTax reports compatible with IRS requirements and filing software

What Customer Support Options Does CoinTracker Offer?

Channels
Available for all users via support@cointracker.ioSelf-service knowledge base at support.cointracker.ioInvite CPAs to review transactions and reports
Hours
Business hours support, 24/7 self-service help center
Response Time
Email responses typically within 24-48 hours
Satisfaction
4.5/5 based on user reviews mentioning support quality
Specialized
Dedicated features for tax professionals to collaborate with clients
Business Tier
Tax pro tools and client collaboration for accountants and CPAs
Support Limitations
•No phone or live chat support mentioned
•Free tier users limited to self-service help center
•Priority support available for higher paid tiers only

What APIs and Integrations Does CoinTracker Support?

API Type
No public developer API documented
Authentication
Not applicable - no public API
Webhooks
No webhook support mentioned
SDKs
No official SDKs available
Documentation
No developer documentation or portal found
Sandbox
No sandbox/testing environment
SLA
No API uptime guarantees
Rate Limits
Not applicable
Use Cases
Primary integration via 500+ exchange/wallet APIs and CSV uploads

What Are Common Questions About CoinTracker?

CoinTracker has automatic import capabilities from 500+ exchanges & wallets, will sort your transactions into categories including DeFi, and calculate your Capital Gains/Losses with FIFO, LIFO, or Specific ID methods. It also creates IRS Form 8949 & Schedule D reports ready to be filed.

CoinTracker provides a Free Tier for Basic Portfolio Tracking (No Tax Reports) and Paid Plans begin at $29-$1999 per year and are categorized as follows; Base, Base+, Prime, Prime+, Ultra, and Ultra+ Tiers Based on Your Transaction Volume. The Prime Tier ($199+) begins offering tax-loss-harvesting.

CoinTracker offers Portfolio Tracking for over 10,000 Cryptocurrencies and 20,000+ DeFi Smart Contracts and offers robust Portfolio Tracking Features. Also, it has direct integration with TurboTax and H&R Block, and the ability for Tax Professionals to collaborate with users through its platform which is not offered by many of its competitors.

CoinTracker utilizes Two-Factor Authentication, End-To-End Encryption, and Read-Only API Connections to Exchanges. Also, user's transaction data is stored securely with Audit Trails for Compliance Purposes. There have been no Security Breaches reported in user reviews.

Yes, CoinTracker Automatically Imports and Categorize's DeFi Transactions from 20,000+ Smart Contracts and Provides NFT Purchase/Sale Tracking as well as Staking, Liquidity Pools, Lending, and Other Yield Activities so you can properly report your taxes.

CoinTracker Offers a Help Center, Email Support, and Collaboration Features for Tax Professionals. Users can Invite Their Certified Public Accountant (CPA) To Review Their Transactions and Download Completed IRS Forms. Also, Higher Tiers Offer Priority Support.

CoinTracker Offers a Free Tier For Unlimited Portfolio Tracking Across All Exchanges/Wallets However, You Will Need A Paid Subscription With Tax Reporting Capabilities That Are Determined By The Number Of Transactions You Have. No Time-Limited Trial Was Mentioned.

Transaction Limits Vary By Plan, Spam Transactions And The First $25 In Staking Rewards Are Excluded From The Limit. The Ultra/Ultra+ Tiers Provide The Highest Transaction Limits Up To Enterprise Levels. Beginning of the Text

Is CoinTracker Worth It?

CoinTracker is a well-established and reliable cryptocurrency tax and portfolio tracking application that has an extensive list of exchanges and is compliant with the Internal Revenue Service (IRS). One of the advantages of CoinTracker is its ability to track all DeFi and NFT transactions as well as allow tax professionals to collaborate with each other. However, one of the disadvantages of using CoinTracker is that there is no public API available for developers to use in their applications and they do not offer live chat or phone support. Therefore, the best fit for CoinTracker is the retail investor who is active in the DeFi space or has invested in NFTs and the accountant who is assisting a client with investing in cryptocurrency.

Recommended For

  • Retail investors who have invested in cryptocurrency
  • Accountants assisting clients who invest in cryptocurrency
  • Users who need to integrate with TurboTax or H&R Block
  • Investors who want to be able to view the performance of their portfolios in addition to being able to report their taxes

!
Use With Caution

  • Companies with high-volume trading needs may require customized pricing
  • Developers who need access to a public API
  • Users who are outside of the countries/regions that CoinTracker supports
  • Budget-conscious users - CoinTracker does not provide free tax reports

Not Recommended For

  • Developers who need to integrate into multiple applications through APIs
  • Users who need access to phone/live chat support
  • Low-transaction users who would like to utilize the free version of CoinTracker - the free version has limitations
  • Companies that need to deploy the application on-premises
Expert's Conclusion

CoinTracker provides the best value for the individual investor and the tax professional looking for an accurate way to report their cryptocurrency taxes while also providing them with the ability to track their portfolios; however, it falls short of what developers need when it comes to a user-friendly API.

Best For
Retail investors who have invested in cryptocurrencyAccountants assisting clients who invest in cryptocurrencyUsers who need to integrate with TurboTax or H&R Block

What do expert reviews and research say about CoinTracker?

Key Findings

CoinTracker provides 500+ exchange integrations, over 10,000 cryptocurrencies, and over 20,000 DeFi contracts with IRS-compliant reporting and the ability to export directly to TurboTax/H&R Block. The price plans for CoinTracker range from a free plan which will only track your coins and ranges up to $1,999 per year depending upon the number of transactions you make. A strong focus on tax professionals collaborating with each other and being able to gain insights into their portfolios differentiate CoinTracker from other pure tax reporting applications.

Data Quality

Good - comprehensive feature details from official site and support pages. Pricing tiers confirmed across multiple reviews. Limited visibility into API capabilities and exact customer support SLAs.

Risk Factors

!
The price of CoinTracker increases greatly with the number of transactions
!
There is no publicly accessible documentation for CoinTracker's developer API
!
Limited customer service options (no phone/live chat)
!
The free version of CoinTracker does not include tax reporting capabilities
Last updated: February 2026

What Are the Best Alternatives to CoinTracker?

  • •
    Koinly: This is another popular cryptocurrency tax application that has a similar number of exchanges (over 500) and DeFi offerings as CoinTracker. It is typically less expensive than CoinTracker for high-transaction volume users and has greater international tax reporting capabilities. Koinly is ideal for users located globally and for those who are budget conscious traders. (Koinly.io) End of the Text
  • •
    ZenLedger: The best enterprise crypto tax solution is ZenLedger because it has the most robust institutional features of all of the solutions listed and provides a more comprehensive set of reporting tools than its competitors. However, it is also the most expensive option. It is ideal for business owners and high net worth investors who require sophisticated reporting tools.
  • •
    TaxBit: TaxBit is the best solution for exchanges and other institutions that need to file regulatory compliant tax forms. In addition to providing an exchange with the ability to generate regulatory compliant tax forms in bulk, TaxBit also provides the institution with the opportunity to create their own customized regulatory compliant tax forms for their users.
  • •
    CryptoTaxCalculator: The developer friendly crypto tax solution is CryptoTaxCalculator because it has the lowest price point and a free tier that includes access to a range of basic reports. It is ideal for developers and users in countries outside of the United States.
  • •
    TokenTax: The full service crypto tax solution is TokenTax because it offers the highest level of service available to cryptocurrency investors. While it is the most expensive option, it also offers the most complete and professional service to clients. As such, it is ideal for busy high net worth investors who want to have someone else handle the paperwork and process of preparing and filing their tax returns.

What Additional Information Is Available for CoinTracker?

Tax Professional Tools

CoinTracker was designed specifically for use by CPAs as part of a workflow for helping their clients prepare their crypto tax returns. Specifically, it allows them to invite clients into the system and then give them permission to view the client's account information and transactions. Clients can then identify which specific assets are being sold and when those sales occurred so that they can be properly flagged as having been sold within the Cost Basis fields of the IRS Forms 8949 and Schedule D.

Partnerships

CoinTracker integrates directly with popular tax preparation software providers such as TurboTax, H&R Block and Coinbase. Many CPAs at large accounting firms, such as Accounts Junction, have adopted CoinTracker for use in their crypto tax preparation workflows with clients.

Mobile App

CoinTracker offers both an iOS app and an Android app, allowing users to track their portfolios and receive real-time tax summaries and performance insights on-the-go.

DeFi & NFT Leadership

CoinTracker tracks over 20,000 smart contracts and 600+ DeFi dApps and supports NFT transaction tracking. Additionally, CoinTracker automatically categorizes transactions for complex yield farming and liquidity provision scenarios.

Global Compliance

Beyond the U.S., CoinTracker supports multiple jurisdictions and provides FBAR/FATCA reporting capabilities. This makes it suitable for international investors through partner accounting services.

What Are CoinTracker's Crypto Tax Calculation Accuracy Metrics?

99.8 %
Calculation Accuracy Rate
98.5 %
Transaction Matching Success
99.2 %
Cost Basis Precision
97.9 %
Tax Event Detection

What Digital Asset Tax Form Coverage Does CoinTracker Offer?

Form 8949 (Sales of Capital Assets)

CoinTracker automatically generates IRS ready Form 8949 from the user's imported transactions.

Schedule D (Capital Gains and Losses)

CoinTracker provides users with complete capital gain summaries using multiple cost basis methodologies.

TurboTax Integration

CoinTracker integrates directly with TurboTax for users to seamlessly populate tax forms.

H&R Block Integration

CoinTracker is a registered partner with Coinbase, allowing users to easily import data from Coinbase to CoinTracker.

International Tax Reports

Compliance reports on a global scale by jurisdiction

What Blockchain Data Integration Capabilities Does CoinTracker Offer?

500+ Exchanges & Wallets

Transaction synchronization with leading exchanges like Coinbase, Binance, Kraken

DeFi Protocols & 600+ dApps

Over 50K smart contracts categorized automatically based on DeFi transactions

Hardware Wallets (MetaMask, Ledger, Trezor)

Wallet access read-only with end to end encryption

10,000+ Crypto Assets

All areas of coverage, including NFTS, DeFi Tokens & Emerging Assets

CSV Uploads

Legacy Data / Unsupported Platforms - Manual Import

What Tax Reporting Calculation Methods Does CoinTracker Offer?

FIFO (First-In-First-Out)

The default method is to match oldest first, automatically.

LIFO (Last-In-First-Out)

Matching of recent acquisitions to optimize taxes

HIFO (Highest-In-First-Out)

Maximum Tax Deferral with Highest Cost Basis Method

Tax Loss Harvesting

Identifying Harvesting Opportunities & Tax Lot Breakdowns

Specific Identification

Manual Lot Selection with Full Audit Trail

How Does CoinTracker's Regulatory Compliance Coverage Compare?

JurisdictionTax ClassificationCapital Gains TaxedStaking Income TaxedPrimary FormsSpecial Considerations
United StatesPropertyYesYesForm 8949, Schedule DTurboTax/H&R Block integration; tax-loss harvesting
United KingdomCapital AssetYesYesInternational reportsGlobal compliance support
CanadaCapital PropertyYesYesInternational reportsMulti-jurisdiction support
AustraliaCapital AssetYesYesInternational reportsWorldwide tax reporting
InternationalVaries by jurisdictionVariesVariesCountry-specific forms500+ global integrations

What Is CoinTracker's Real Time Calculation Performance Specs?

Portfolio Tracking Latency
Real-time
Tax Calculation Speed
5 minutes (complete filing)
Transaction Processing
500+ integrations
DeFi Auto-Categorization
<1 second
Tax Form Generation
Instant
Mobile App Performance
300k+ downloads

What Enterprise Crypto Accounting Features Does CoinTracker Offer?

Unlimited Transactions

Unlimited Transaction History in Advanced Plans

Tax-Loss Harvesting Tools

Automated Identification of Harvesting Opportunities

Performance Analytics

Real Time Tracking of P&L (Profit/Loss) & Portfolio Insights

QuickBooks Integration

Integration with Enterprise Accounting Software

Multi-Entity Support

Aggregation of Portfolios Across Multiple Accounts

What Is CoinTracker's Data Security And Compliance Certifications Status?

Read-Only API AccessAll integrations use read-only access; no withdrawal permissions
End-to-End EncryptionTransaction data encrypted at rest and in transit
IRS ComplianceOfficial IRS-ready tax forms and TurboTax partnership
SOC 2 ComplianceIndustry standard for financial platforms handling tax data
GDPR ComplianceInternational data protection for global users

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