How cryptoBASIS works.
From signup to your first findings report in about an hour. Roughly five minutes of your time, fifty-five minutes for the audit and your reading.
1.Sign in with your email.
No password — we send a one-time link. The first time you sign in, your account is created automatically.
2.Create an engagement.
An engagement is one audit unit — typically one taxpayer entity for one or more tax years. You can run multiple engagements over time as you file or amend.
3.Tell us about your tax situation.
A short questionnaire covers what we need to know: which tax years, which entity, prior filings, wallet inventory, audit goals, and what documentation you have on hand. Each section saves as you go.
4.Upload your data.
Your CoinTracking trade list (CSV) and tax report (XLSX), plus your filed return PDF, plus any supporting documentation. We parse the transactions automatically — you don’t reformat anything.
5.Pick a tier and pay.
Self-Serve, Guided Review, Position Audit, or Premium Engagement. The audit runs the moment payment clears.
6.Review your findings.
A web dashboard with the eight-indicator results, severity-graded findings, and at Tier 3+ a Position Memorandum for each finding — a written defense of your tax positions in your own facts. Download the PDF when you’re ready to share with your CPA.
What cryptoBASIS doesn't do.
We don’t prepare tax returns.
cryptoBASIS audits the work you or your tax professional did. The findings report goes to whoever files your return. We don’t sign anything ourselves.
We don’t hold or transmit your crypto.
No wallets, no exchange APIs, no read-only keys. You upload the same export files you already generate for your CPA. The data flow is one-directional — into our analysis, never back out to a chain.
We don’t give investment advice.
A finding might say “this transaction’s basis appears unsupported” — that’s an audit observation. It’s not “you should sell” or “you should hold.” We don’t have a view on what crypto is worth.
We don’t replace your CPA.
A good CPA is critical when crypto gets non-trivial. cryptoBASIS makes their job easier — surfacing the issues they’d otherwise spend hours discovering across a year of CoinTracking exports — and makes their work easier for you to understand. The findings report is yours: it explains what’s in your tax position, what’s at risk, and what your accountant is doing about it. If you’re already working with a CPA, hand them the report. If you’re not, we can suggest where to look.