Can I handle both private clients and companies here?

Yes, and that is the point. You set each client as private or company when you add them. From there the import, the calculation and the capital gains report are identical, so one platform covers your whole book and a company client costs no more than a private one.

How do managed clients work?

A managed client is a full client record you create inside your own account. You import for them, calculate for them and generate their reports, all from your account.

Does my client need their own account?

No. A managed client has no email and no password and never signs in. A client who wants to view their own data opens a regular Crypto Tax account instead.

Which rules is the tax calculated under?

Under Israel Tax Authority rules, the same calculation for a private client and for a company. The report is produced automatically and is ready to file.

How are tax year reports shared across clients?

You hold one balance of tax year reports for the whole practice. One report covers one tax year for one client, whichever client you choose. Reports you bought and haven't used don't expire, and you can buy more at any time.

Can I file my own report here too?

Yes. Your own filing is managed as one of your clients, so it goes through exactly the same import, calculation and report as everyone else on your list.

What can I produce for a client?

A ready-to-file capital gains report, a full PDF report and a CSV of every trade, per client per tax year.

Which exchanges are supported?

Bit2C, Binance, Kraken, Bybit, Coinbase, Bitget, Gate.com and Crypto.com today, with more added regularly: Binance, Bybit and Bitget by file upload, Gate.com and Crypto.com by account connection, and Bit2C, Kraken and Coinbase either way. Clients often trade on several, and Crypto Tax combines them into one calculation.

How do I open a tax advisor & accountant account?

Sign up as a tax advisor or accountant with your phone number, and Crypto Tax sends you a WhatsApp message there for a short verification. The account is usually approved the same business day. You can sign in during the review. The client list opens once the account is approved and you have connected an authenticator app, which from then on replaces the emailed sign-in code.

How many clients can one account manage?

There is no limit on the number of clients. Tax year reports are used per client tax year, not per client on the account.

Can I file previous tax years for a client?

Yes. Import the client’s full history once, then generate a report for whichever tax year you need, previous or current.

For tax advisors and accountants

Every client's crypto tax, in one place.

Private clients and companies, side by side on one dashboard. The same import, the same calculation under Israel Tax Authority rules, and the same ready-to-file capital gains report for every client, with no second tool for company files.

Calculated under Israel Tax Authority rules

See how it works

Any clientprivate or company

Nologin for the client

Readyto file right away

EN / HEinterface in both languages

Your clientsTax year reports · 15

Bar LeviPrivate2025 · 1,284 transactionsReport ready

Nimbus Labs Ltd.Company2025 · 3,907 transactionsReport ready

Dana Ben-AmiPrivate2024 · 612 transactionsImporting

Illustrative client list

Tax advisors and accountants manage every client who reports capital gains from crypto from one account in Crypto Tax. You add a client, import their trading history, and generate a ready-to-file capital gains report for them. The client needs no account of their own and never signs in.

Who this page is for: Tax advisors and accountants filing for clients
Does the client sign in: No. The client is managed entirely from your account
Client types: Individuals and companies, each with their own tax rate
What you get: A ready-to-file capital gains report per client, per tax year
Which tax years: Any tax year, including previous ones
What it costs: One report per client tax year; importing is free

Built for a whole book of clients

Private clients and companies

Set the client type when you add them; everything else is the same. One platform covers your whole book, so no client gets turned away for being a company.

No login for the client

A managed client is a full client record you create and manage from your own account. Nothing to onboard, and no password for the client to forget.

Every client in one place

Imports, transactions, reports and an activity log for every client, all under the client you opened.

From adding a client to a ready-to-file report

Add the client

Private individual or company, with their own tax rate.

Import their history

Upload their exchange files, or connect the account.

Generate the report

Use one tax year report for that client's tax year and download the capital gains report.

Get started before you pay

Adding clients, importing their history and checking support are free. You pay only when you generate a client's capital gains report, and tax year reports you bought and haven't used don't expire.

Add clients for free Pay only for generated reports One balance of tax year reports for the whole practice

Which exchanges can I import from?

Bit2C, Binance, Kraken, Bybit, Coinbase, Bitget, Gate.com and Crypto.com are supported today, with more exchanges joining all the time.

Binance

Bit2C

Bitget

Bybit

Coinbase

Crypto.com

Gate.com

Kraken

Trading on an unsupported exchange?

Message us on WhatsApp

Simple, prepaid pricing

Choose how many tax year reports to buy: each one covers one tax year. The more you buy in one purchase, the less each one costs. Reports you bought and haven't used don't expire, and you can buy more at any time.

Tax year reports in one purchasePrice per tax year report

⁦₪249⁩

⁦₪229⁩Save 8%

Is my data secure?

Built on Israel Tax Authority rules

Your report is produced under the Israel Tax Authority's rules.

Fully encrypted

Your data is encrypted in transit and at rest.

Used only for your report

We use your trading data solely to calculate your tax report.

Interface in both languages

The app is available in Hebrew and English, for you and whoever files for you.

Frequently asked questions about capital gains reports

Bring your crypto clients onto one platform

Adding clients and importing their history are free. You pay only when you generate a client's report.