CPA Beta Program
Our CPA multi-client dashboard is currently in closed beta with licensed CPAs. Request access to join the next testing cohort.
The $4.9B Opportunity CPAs Are Missing
Turn away crypto clients due to complexity
Average fee per crypto tax return
Need professional help with DeFi taxes
Lifetime value vs. traditional tax clients
15% of US adults own cryptocurrency, but only 2% of CPAs offer crypto tax services. Position your firm as the local crypto tax expert before competitors catch on.
Everything You Need to Serve Crypto Clients Confidently
Multi-Client Dashboard
Manage all crypto clients from one interface. See status, progress, and issues at a glance.
AI-Powered Categorization
Automatic transaction classification with confidence scores. Review only the exceptions.
White-Label Reports
Professional reports with your firm's branding. Clients see your expertise, not ours.
DeFi Specialization
Handles Uniswap, Aave, staking, and protocols other software misses completely.
Training & Support
4 hours of onboarding training included. Weekly office hours with crypto tax experts.
Audit Protection
Every report includes supporting documentation. Blockchain evidence for every transaction.
Why Forward-Thinking CPAs Choose CryptoForms
| Feature | Traditional Workflow | Competitor Software | CryptoForms CPA Suite |
|---|---|---|---|
| Setup Time | Days | Hours | Minutes |
| DeFi Support | Manual Research | Limited | Complete |
| Revenue Share | N/A | 0-50% | 70% |
| White Label | N/A | ❌ | ✅ |
| Training Included | N/A | ❌ | ✅ 4 Hours |
| Multi-Client View | Spreadsheets | ❌ | ✅ |
| Pricing | N/A | $499-2,999/yr | $0 + Rev Share |
Beta Testing in Progress
AI categorization accuracy across test transactions
DeFi protocols supported including swaps, LP, and staking
Average time to generate a complete Form 8949 report
Request Beta Access
Takes 2 minutes. We'll notify you when the next cohort opens.
Partnership Benefits That Grow Your Practice
70% Revenue Share
Keep the majority of every client fee. Our industry-leading split recognizes your value.
Zero Upfront Costs
No platform fees. No minimums. Pay only when you earn.
4 Hours Free Training
Comprehensive onboarding with crypto tax experts. CPE credits available.
White-Label Options
Your brand, your client relationships. We're invisible to your clients.
Priority Support
Dedicated partner success manager. Direct access to our tax team during filing season.
Marketing Resources
Co-branded materials, local SEO support, and "Crypto Tax Expert" certification badge.