The CryptoTax CPA Plan
Specifically designed for Certified Public Accountants and tax professionals who serve multiple cryptocurrency clients.
With unlimited transactions and multi-client account management, this plan provides everything tax professionals need to deliver exceptional crypto tax services.
What’s Included:
- Unlimited Transactions – No limits on transaction processing
- 5 Client Accounts – Manage multiple clients from one dashboard
- CPA Professional License – Authorized for professional tax practice
- Priority Support – Dedicated support for tax professionals
- Advanced Client Management – Streamlined workflow for multiple clients
- Professional Documentation – Complete audit trails and client reports
CPA-Specific Features:
- Multi-Client Dashboard – Centralized management interface
- Client Data Separation – Secure, isolated client environments
- Professional Reporting – White-label reports for client delivery
- Audit Documentation – Comprehensive records for IRS audits
- Tax Professional Integration – Seamless workflow with tax software
- Compliance Tracking – Stay current with changing regulations
Professional Tools:
- Bulk Import/Export – Efficient data management across clients
- Advanced Analytics – Detailed insights for tax planning
- Custom Report Generation – Tailored reports for specific needs
- Client Communication Tools – Streamlined client interaction
- Professional Templates – Standardized documentation and reports
Business Benefits:
- Scalable Client Management – Efficiently serve more clients
- Professional Credibility – Deliver expert-level crypto tax services
- Time Efficiency – Automate complex calculations and reporting
- Revenue Growth – Expand your practice with crypto tax expertise
- Risk Mitigation – Ensure accurate compliance for all clients
Perfect For:
- Certified Public Accountants
- Tax preparation firms
- Accounting practices with crypto clients
- Financial advisory services
- Professional tax consultants
Professional Support:
- Direct access to crypto tax specialists
- Professional consultation for complex cases
- Regular training and update sessions
- Priority technical support

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