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What is CryptoTax360°?

CryptoTax360 is an all-encompassing platform that simplifies the management of cryptocurrency taxes and portfolio tracking, allowing users to gain a thorough understanding of their digital assets while efficiently calculating capital gains and losses. It generates IRS-compliant documents, including Form 8949 and Schedule D, available in both PDF and Excel formats for easy access. The platform seamlessly integrates through API connections, public addresses, or file uploads from a variety of exchanges, wallets, DeFi services, margin accounts, and staking platforms. Users have the flexibility to choose from multiple tax-lot methods like FIFO, LIFO, HIFO, LCFO, MFIFO, and STMAXLOSS, while consistently preserving the original cost basis during transfers to ensure accurate calculations of both realized and unrealized gains. The intuitive dashboard compiles transactions across various wallets and exchanges, identifies discrepancies, aids in reconciling errors, and provides comprehensive profit and loss statements along with detailed portfolio analyses. Additionally, it proficiently manages complex transaction types while ensuring that transfers remain non-taxable as long as the cost basis is accurately maintained. With its extensive range of features and user-friendly interface, this powerful tool is essential for anyone dealing with the intricacies of cryptocurrency taxation, enhancing financial clarity and compliance.

What is Captools/net?

Captools Company offers licensing for its Captools/net (TM) investment portfolio tracking management software, catering to independent broker-dealers, private financial advisors, investment advisor representatives, private equity firms, fund managers, family offices, and independent wealth managers. Our secure, cloud-based financial accounting software enables selective data analysis, allowing your investment team to maintain a confidential and independent record of your firm's investment performance, complete with tailored reporting for your clients. We provide comprehensive financial software support to clients around the globe, addressing a diverse set of market, regulatory, and risk-adjusted requirements, all aimed at facilitating your most effective investment strategy. By utilizing our services, firms can enhance their operational efficiency while ensuring compliance and maximizing returns.

Media

Media

Integrations Supported

ApolloX
Bifrost
BitTorrent
Bitfinex
Bithumb
CORE
Celo
CoinEx
CoinGecko
Crypto.com
Deribit
Ethereum
Gate.io
Gemini Enterprise
HashKey Custody
Hyperliquid
Stratis
Swissquote
Vertex
XT.com

Integrations Supported

API Availability

API Availability

Pricing Information

$49 per Year
up to 1000 Transactions
Free Version

Pricing Information

$600 per year
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Windows

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

CryptoTax360°

Company Location

United States

Company Website

cryptotax360.io

Company Facts

Organization Name

Captools

Company Location

United States

Company Website

www.captools.com

Categories and Features

Crypto Tax

Automated Data Import
Exchange Integration
Export Transactions
Historical Prices
Income Overview
Margin & Futures Support
Profit & Loss / Cap Gains
Staking / Lending / DeFi Support
Tax Form Generation
Tax Loss Harvesting
Wallet Integration

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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