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What is Koinly?

Simplify your tax reporting process with Koinly, a tool designed to ensure accuracy and reliability; just link your exchange accounts or public addresses, and Koinly will handle the calculations of your capital gains, ultimately producing a tax report ready for the next filing season. The final report provided is approved by tax agencies, making it straightforward to print and submit. Koinly offers a comprehensive accounting and tax reporting solution tailored for cryptocurrency enthusiasts, investors, and accountants alike. With an impressive range of over 700 integrations, Koinly is compatible with upwards of 400 exchanges, 100 wallets, and more than 170 blockchains, enabling users to maximize their cryptocurrency capital gains effectively. You can consolidate all your transactions in one convenient location, eliminating the hassle of switching between various wallets and accounts. By easily syncing your data with Koinly, you gain a clear overview of your entire trading history. Tracking your cryptocurrency assets and associated tax obligations is effortless, as you can monitor your total holdings and portfolio growth over time across all your wallets and exchanges, alongside your tax responsibilities. Additionally, Koinly equips you with tools to identify and resolve any discrepancies in your transactions, helping to eliminate the headache of unexpected gains and erroneous tax reports. With Koinly, you can confidently preview your capital gains and tax obligations for free before generating the necessary tax documentation.

What is ATOM?

The era of lost client files is behind us, freeing you from the frustration of sifting through chaotic folders for hours on end. Now, client information is neatly arranged in a centralized system, which boosts your team's productivity and positively impacts your company's bottom line. You have the ability to customize workflows to suit your diverse business requirements, whether for tax preparation, bookkeeping, IRS resolution, or financial planning. By choosing electronic storage solutions, you will greatly reduce your reliance on paper and toner, while simultaneously ensuring that both your staff and clients can access files with ease at the click of a button. This is not just any typical Client Portal; ATOM elevates the concept of document sharing to a whole new level. Clients have the ability to send messages, book appointments, process payments, track the progress of their tax returns, and much more, all from the convenience of their mobile devices. ATOM facilitates the secure storage of documents and digital notes online, providing instant access from any location at any time. This forward-thinking method not only optimizes your operations but also builds stronger relationships with clients by offering them exceptional accessibility and service, ultimately fostering loyalty and trust. Your business can thrive in this seamless digital environment, paving the way for future growth and success.

Media

Media

Integrations Supported

Abra
AdaLite
Bancor
Buda.com
Cardano
Coincheck
Dex-Trade
Diamond
Dogecoin
Energi
Mercado Bitcoin
Moonriver
Osmosis
PrimeXBT
Unocoin
ccvault

Integrations Supported

Abra
AdaLite
Bancor
Buda.com
Cardano
Coincheck
Dex-Trade
Diamond
Dogecoin
Energi
Mercado Bitcoin
Moonriver
Osmosis
PrimeXBT
Unocoin
ccvault

API Availability

Has API

API Availability

Has API

Pricing Information

Free
Free Trial Offered?
Free Version

Pricing Information

$149 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Koinly

Date Founded

2018

Company Location

United Kingdom

Company Website

koinly.io

Company Facts

Organization Name

Automated Tax Office Manager

Company Location

United States

Company Website

www.atomanager.com

Categories and Features

Corporate Tax

Compliance Management
Data Import / Export
Data Verification
Electronic Filing
Exception Notification
For Nonprofits
For Partnerships
K-1 Reporting
Payroll & Employer Forms
Status Tracking
Tax Planning

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

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Categories and Features

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

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