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What is Cointelli?

Cointelli recognizes the real-world difficulties individuals face when organizing their tax data and aims to simplify the tax reporting process to make it more straightforward. Its innovative technology serves as a comprehensive crypto tax solution, enabling users to manage all their tax-related needs from a single platform, which ultimately saves both time and money. Developed by certified CPA Mark Kang, Cointelli also provides tailored features for accountants, enhancing communication with their clients and streamlining the tax process. By delivering high accuracy at a consistent price point, Cointelli alleviates the burdens of tax calculations, allowing users to focus on what truly matters. The platform is designed to assist individuals, businesses, and CPAs in strategically planning for crypto tax savings, ensuring that users can maximize their tax benefits effectively. Whether you are a novice or an experienced trader, Cointelli is here to guide you through the complexities of crypto taxation with ease.

Pricing

Price Starts At:
$49 per year
Price Overview:
$49 per year
Free Trial Offered?:
Yes

Screenshots and Video

Company Facts

Company Name:
Cointelli
Date Founded:
2021
Company Location:
United States
Company Website:
cointelli.com
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Product Details

Deployment
SaaS
Windows
Mac
iPhone
iPad
Android
Chromebook
Training Options
Documentation Hub
Online Training
Webinars
Video Library
Support
Standard Support
24 Hour Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Cointelli Categories and Features

Crypto Tax Software

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
  • Reviewer Name: Dick F.
    Position: Customer Service Representative
    Has used product for: Less than 6 months
    Uses the product: Yearly
    Org Size (# of Employees): 20,000 or More
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    User-friendly, straight forward

    Date: Feb 17 2022
    Summary

    Using Cointelli was an easy and painless experience for a task that is less than exciting. Try it for yourself!

    Positive

    Compatibility with large number of exchanges and blockchains, ease of use, and significantly cheaper price than competitors.

    Negative

    Nothing, it's so easy to use that it's astounding!

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Chef
    Has used product for: Less than 6 months
    Uses the product: Yearly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Generating tax documents for TurboTax was simple and easy.

    Date: Mar 01 2022
    Summary

    Simple and easy program, I would use the tool again next year because it is affordable.

    Positive

    Generating tax documents for TurboTax was simple and easy. The affordable price is fit for infrequent crypto traders like myself ($49.00 covers everything).

    Negative

    Will post if I find one in the future.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Freelancer
    Has used product for: Less than 6 months
    Uses the product: Monthly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Very helpful

    Updated: Mar 07 2022
    Summary

    I always wondered if my crypto tax filing could fail due to an inexperienced CPA. I'm not a millionaire, but sometimes u know, sometimes the imagination makes you nervous. So I was searching around for the best crypto tax filing companies. Literally, I searched everywhere and tested my case. I asked lots of questions to each company, but only Cointelli took care of everything. They gave me very supportive responses to my questions and even walked me through the process step-by-step. I think Cointelli offers the most accurate crypto tax reporting experience among the crypto tax filing companies.

    Positive

    Real people answer the questions, the price, reliable process, and easy to use the whole process by myself.

    Negative

    There are only few reviews of this company.

    Read More...
  • Reviewer Name: Jake S.
    Position: Self Employed
    Has used product for: Less than 6 months
    Uses the product: Yearly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Great Service

    Date: Feb 10 2022
    Summary

    I highly recommend Cointelli. All my exchanges connected seamlessly and the calculations were all on point.

    Positive

    All my exchanges were accepted. It was very fast and simple to use. Very efficient. I had previously used cryptotrader.tax but I found Cointelli to be much smoother.

    Negative

    I really didn’t encounter any issues. Everything was done smoothly.

    Read More...
  • Reviewer Name: Jessica K.
    Position: Lender Associate
    Has used product for: Less than 6 months
    Uses the product: Yearly
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Way better than other crypto tax software

    Date: Feb 18 2022
    Summary

    Way better than other crypto tax software I've tried using. I tried 2 other software to compare and found this one gave the best savings and best pricing. Will be back next year.

    Positive

    Was able to connect all of my exchanges without any bugs or glitches. It was also very quick to upload all the transactions once i connected my exchange.

    Negative

    I couldn't find any cons. Everything was quite convenient.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Homemaker
    Has used product for: Less than 6 months
    Uses the product: Yearly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    For my wallets

    Date: Feb 28 2022
    Summary

    I like it overall, I think I will use this next year without hesitation. I don't have much more thing to say.

    Positive

    I have wallets with Gemini and Coinbase, so I thought it would be okay to use the free apps. But I ended up giving up on that because there were so many ads and I couldn't get it to work. Then, I thought I could just give my accountant my transaction history and be done with it, but he said he needed an actual tax report. I was frustrated. At this point I had no idea what to do, so I did some research on Google and YouTube and that's when I found Cointelli. They posted a step by step explanation of how to make a crypto tax report on my own. I bit the bullet and made an account with Cointelli and lo-and-behold I got it all done in minutes. They had simple instructions on their website and I could also follow along with their YouTube instructions too. Never going back to the free apps again!!

    Negative

    It is not free and I was not so sure before I pay, how my tax report would look like.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Homemaker
    Has used product for: Less than 6 months
    Uses the product: Weekly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Customer service is amazing!

    Updated: Feb 27 2022
    Summary

    I have experienced other crypto tax sites- They just have that auto reply, “someone will contact you within 24 hours” even when I submit a simple question.
    I hope Cointelli’s system will stick around.

    Positive

    Oh. My. Gosh. I have never had such friendly customer service before. They had a solution for every problem (of which there were very few).
    The 24/7 customer service that Cointelli promises was actually real. I was surprised that I got a reply so quickly, even late at night (2am EST).

    Negative

    I just started to learning. Hard to say what I didn't like yet. At least so far so food.

    Read More...
  • Reviewer Name: Kelly L.
    Position: Manager
    Has used product for: Less than 6 months
    Uses the product: Yearly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Reasonable price!

    Date: Feb 17 2022
    Summary

    My first time using Cointelli, it was really excellent... Felt light and easy to do. It actually took seconds to upload my CSV files and only a few minutes to do my APIs. It was just simple and powerful.

    Positive

    I found Cointelli to have the best prices compared to others. They also offer discounts to new users so that was another plus for me. I didn't have that many transactions or gains so I was glad to save some money.

    Negative

    Haven't found anything wrong with it.

    Read More...
  • Reviewer Name: James Y.
    Position: Manager
    Has used product for: Less than 6 months
    Uses the product: Weekly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Cointelli's policy is very clear and simple.

    Date: Mar 06 2022
    Summary

    Fast, accurate, user friendly. Their team knows their taxes and they definitely understand cryptocurrency.

    Positive

    The company’s policy is very clear and simple, nothing to think about it is all clearly stated in a one flat fee you get unlimited access and can load up to 100thousand transactions, just as it is implemented so that anyone can use it easily. The company’s policy and rates are easy to understand and concise.

    Negative

    I am not sure yet and I will update if I find any.

    Read More...
  • Reviewer Name: Peter W.
    Position: Store Manager
    Has used product for: Less than 6 months
    Uses the product: Yearly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Quick and convenient service

    Date: Feb 20 2022
    Summary

    Very good service. It was user friendly and quick. I'm glad that I found this. I kind of worried that how I could do it but with Cointelli, I could finish way easier and faster than I thought.

    Positive

    I finished my entire report in a few minutes. Granted I only had a couple of exchanges (Binance, Kraken, Nexo..) but they connected right away and I think it literally took like 20 minutes. They have an autofix feature so I could save much more time.

    Negative

    Couldn't find any cons. It was fast and easy to use.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Insurance claims
    Has used product for: Less than 6 months
    Uses the product: Monthly
    Org Size (# of Employees): 1,000 - 4,999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Satisfied

    Updated: Mar 03 2022
    Summary

    Overall satisfied.

    Positive

    Cointelli is simply, fast, and user friendly. The four steps to my sample 8949 form was simple and easy. My wallet was linked in a timely manner and uploading all transactions was fast and smooth.

    Had one question before sending the report to my CPA and the rep explained everything well.

    Negative

    So far couldn't find any cons.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Social worker
    Has used product for: Less than 6 months
    Uses the product: Weekly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    User friendly and quick results.

    Date: Feb 28 2022
    Summary

    This is all new to me, and I was debating on whether I should use an accountant or try to do it by myself. I came across Cointelli when I was doing some research, and it was was so simple and easy to use. I was able to understand exactly what I needed to do from their simple instructions. Cointelli does most of the work, so I don't need to worry about it. All I had to do was upload my info and it was done like *that*. I feel like I saved so much money and frustration by using Cointelli. You should give it a try as well.

    Positive

    It is very easy to use and results comes out extremely fast. I just had to simply follow instructions and upload files and rest of it, Cointelli takes care of it.

    Negative

    There is not so much negative side of this platform. I love it overall!

    Read More...
  • Reviewer Name: Tyler R.
    Position: Self-Employed
    Has used product for: Less than 6 months
    Uses the product: Yearly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Pain-free crypto tax software

    Date: Feb 11 2022
    Summary

    From start to finish I was impressed with Cointelli. It was such a smooth experience from the time I made an account to finally getting my report. Absolutely recommend this product.

    Positive

    Customer service. User interface. Fast upload times. Low pricing. Simple process to download reports or send to my accountant as I choose.

    Negative

    I couldn't find any downside. My whole experience was top notch. They really thought through every detail of the customer experience.

    Read More...
  • Reviewer Name: Ava H.
    Position: Partner
    Has used product for: Less than 6 months
    Uses the product: Yearly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    User friendly

    Date: Feb 20 2022
    Summary

    Definitely the next generation of crypto tax software. I already introduced this to my friend as well.

    Positive

    I do CeFi along with DeFi and dabble in NFTs and they took all of my tokens and wallets. The software itself is totally user friendly so it didn't take much to learn how to use it.

    Negative

    Nothing bad to say. I am satisfied with this product.

    Read More...
  • Reviewer Name: Jiho S.
    Position: Student
    Has used product for: Less than 6 months
    Uses the product: Yearly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    The best site for Crypto Tax

    Date: Mar 27 2022
    Summary

    The best site I used for Crypto tax. I could get my Crypto Tax report with a 50% price than last year.

    Positive

    1. Price: $49 is almost half of the other sites.
    2. Customer Service: Very friendly and super fast.
    3. Easy to use: Don't need to revise your raw data. Just upload the files.
    4. Accurate: The result was accurate.

    Negative

    Couldn't check the current balance of my account. But the result was accurate.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Animator
    Has used product for: Less than 6 months
    Uses the product: Monthly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    The understanding of this software for the masses!

    Date: Mar 11 2022
    Summary

    My experience with this software is good if someone is just starting to work with money like if they were out of high school or college and they are other working or making a business.

    Positive

    I do find that the company giving a better experience making their workers and customers have a better understanding in financing for others.

    They have a nice manner when talking to their customers and making them understand how much they need to do to get out of the Red when it comes to making their debt disappear.

    Negative

    I do believe that the wait times between talking to them on the phone to be a bit of a burden concerning that there a financing company.

    Read More...
  • Reviewer Name: Jae Hyung I.
    Position: Sr. Manager
    Has used product for: Free Trial
    Uses the product: Yearly
    Org Size (# of Employees): 20,000 or More
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Highly recommended, very helpful and easy to use!

    Date: Mar 25 2022
    Summary

    Highly recommended to try this great service.
    If you don't try, you will never know how good is this service.
    I thought preparing crypto tax is difficult but with the support of Cointelli's team, everything is super easy.

    Positive

    1. Simple, easy, and intuitive.
    2. Very fast. Instant transaction upload and tax report download.
    3. You have 4 different options to upload your transactions which is very helpful.
    4. Easy to review all the transactions that you uploaded and also you have the option to fix it if anything is not correct.
    5. Real human gives you customer support through chat.
    6. Affordable price.

    Negative

    1. Could be helpful if Cointelli shows the From -> To, when there is an internal transfer case (transfers between my wallets)
    2. Could be great if Cointelli shows the numbers of coins that I have, after uploading all my crypto transactions.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Account Manager
    Has used product for: Less than 6 months
    Uses the product: Yearly
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Great customer support

    Date: Mar 08 2022
    Summary

    Congrats to the developers, this is a wonderful tool. I couldn't believe how I was able to chat with an actual human immediately. Didn't have to jump through any hoops just to reach someone. 10/10 service.

    Positive

    They have live customer service with the chat box. The agent was very friendly and responded quickly. They helped me to upload my transactions and get to my report.

    Negative

    I saw a couple of typos on the website, but the system worked so it’s fine.

    Read More...
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