THE CPA DASHBOARD CRYPTO
TAX PROFESSIONALS NEED
Built for accounting professionals who manage multiple crypto clients. White-label reporting with your firm's branding. Bulk transaction review across all clients. 70/30 revenue sharing on client subscriptions. Multi-client dashboard launches Q2 2026 with exclusive onboarding for waitlist members.
WHY CRYPTO TAX SEASON
BREAKS ACCOUNTING FIRMS
You've built a successful tax practice. Then your clients started trading crypto. Suddenly, tax season looks different:
CLIENT 1
5,000 transactions across 8 wallets and 12 DeFi protocols. Spent 40 hours categorizing. Still not confident in the numbers.
CLIENT 2
NFT creator with 200+ sales across 3 marketplaces. Royalty income from smart contracts not visible in wallet history. Required blockchain forensics.
CLIENT 3
Active DeFi user with Uniswap V3 LP positions. Other platforms calculated impermanent loss incorrectly. You had to rebuild everything in spreadsheets.
THE COMMON THREAD:
Traditional crypto tax software is built for individual users, not accounting professionals managing multiple clients. The result:
- • No multi-client dashboard (log in/out of each client separately)
- • No bulk review capabilities (review transactions one-by-one, for every client)
- • No white-label options (send reports with competitor's branding)
- • No revenue sharing (charge clients separately, manage billing manually)
- • No CPA-specific workflows (built for consumers, not professionals)
Bottom Line: You're paying for consumer software and spending 10x the hours to make it work for your clients. There's a better way.
ONE DASHBOARD. ALL YOUR
CRYPTO CLIENTS. COMPLETE CONTROL.
The CPA Dashboard is purpose-built for accounting professionals managing 10-100+ crypto clients. Every feature designed around your workflow.
MULTI-CLIENT DASHBOARD
Switch between clients instantly. See all client activity in one view. Prioritize by review status, tax deadline, or transaction volume.
Key Capabilities:
BULK TRANSACTION REVIEW
Review and approve transactions across all clients in one workflow. Our AI does the heavy lifting. You spot-check the results.
Key Capabilities:
WHITE-LABEL REPORTS
Every report generated carries your firm's branding. Upload your logo, set colors, add contact info. Clients never see CryptoForms mentioned.
Customization Options:
70/30 REVENUE SHARING
You get 70% of your clients' monthly subscription fees. We handle billing, support, and product development. You focus on client relationships.
Example: Client on Pro plan ($9.99/mo) = You earn $7/mo passive income per client. 50 clients = $350/mo = $4,200/year.
DEDICATED SUPPORT
Direct access to our crypto tax specialists. Priority response times. Pre-launch onboarding. Quarterly training webinars.
REVENUE ECONOMICS CALCULATOR
See how the CPA Suite economics work for your firm size
Monthly Costs:
- • CPA Suite base: $200/month
- • Additional 25 clients @ $5 each: $125/month
- Total cost: $325/month = $3,900/year
Monthly Revenue (Avg client on Pro @ $9.99/mo):
- • 50 clients × $9.99 = $499.50/month client payments
- • Your 70% share: $349.65/month = $4,195.8/year
NET ANNUAL BENEFIT
+$295.8/year
$4,195.8 revenue - $3,900 cost
Plus: Time savings of 900+ hours/year
(18 hours × 50 clients)
Calculator uses Pro plan average. Actual revenue varies by client plan mix.
FREQUENTLY ASKED QUESTIONS
Base tier supports 25 clients. Add unlimited additional clients for $5/month each. There's no upper limit—we have partners planning to manage 200+ clients.
Yes. Each client has their own CryptoForms account linked to your firm. They control their data. You have dashboard access for review and reporting.
Yes. Your CPA Suite subscription includes a personal account at no additional cost.
CPA Suite is still beneficial, but consider starting with individual Expert plans for each client until you reach 15-20 clients. Contact our partnership team for guidance.
Upload your firm's logo, set brand colors, and add contact info in your account settings. All generated reports will use your branding. Clients never see CryptoForms mentioned.
Expert is for individual users. CPA Suite adds: multi-client dashboard, bulk workflows, white-label reports, revenue sharing, and dedicated support.
No. We welcome all tax professionals: CPAs, EAs, tax attorneys, bookkeepers. If you serve crypto clients professionally, you're eligible.
They keep their CryptoForms account, but your firm loses dashboard access. Revenue sharing ends when they're no longer under your firm account.
Standard tier is your firm only. Enterprise tier allows co-branding if you prefer to acknowledge the underlying software.
No. Monthly billing with no long-term contracts. Cancel anytime. (Though we hope you'll stay!)