Evaluating Crypto Tax Software

Explore our conversation with crypto accounting experts. From DeFi Accounting, Regulatory updates and Enterprise Web3 Accounting. Learn from industry key opinion leaders at the forefront of digital asset accounting and financial management.

Sharon Yip, CPA, MBA

Co-Founder

ChainWise CPAs

This conversation is crucial for accountants searching for their go-to crypto tax software. Sharon Yip shares her extensive experience in crypto accounting and web3 taxes, highlighting the current software challenges and issues, like data import, DeFi taxation, and software limitations. She discusses solutions, emphasizing the need for professionals to stay informed and adopt best practices.
  • Challenges in Crypto Data Import
  • Complexities in DeFi Taxation
  • Best Practices for Transaction Reconciliation
  • Evaluating Accounting Software Tools

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Sandbox Includes:
  • Reconciliation-first workflow: catch gaps and exceptions early
  • Multi-entity support for foundations, protocol ops, and treasury activity
  • Reporting outputs built for audit trails and close packages
  • Group onboarding and video tutorials.