TaxAct Integrations

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.

With more than 15 years of experience in the industry, we are leaders in cloud technology, offering advanced solutions in areas such as Application Hosting, Managed Security Services, Public Cloud, and Hosted Virtual Desktops. Our commitment to innovation has been acknowledged through several accolades, including the esteemed Best Outsourced Technology Provider at the CPA Practice Advisor Reader's Choice Award 2023 and the recognition as the Most Innovative Cloud Solutions Provider in the Global Business Awards. We cater to a wide-ranging clientele exceeding 17,000, and we excel at tackling challenges, formulating effective strategies, implementing managed services, and modernizing cloud applications and infrastructure. Our extensive expertise ensures that we remain adaptive and forward-thinking in an ever-evolving digital landscape.

Verito combines private cloud hosting (VeritSpace) with managed IT services (VeritGuard) and complete infrastructure solutions (VeritComplete). Private servers meet IRS and FTC security requirements automatically and run 35% faster than traditional on‑premises environments. Their managed IT services include backup, endpoint security, patch management and help desk support, relieving firms from day‑to‑day IT tasks . VeritComplete bundles compliant hosting and IT management into a single platform and promises 100 % uptime plus 24/7 support at a lower cost. A separate WISP (Written Information Security Plan) service delivers an audit‑ready plan in five business days, helping firms comply with IRS and FTC regulations.

The world of cryptocurrency taxation is undergoing significant changes. Protect yourself in this increasingly regulated landscape with our all-encompassing compliance solution designed for users of all financial backgrounds. Gain instant clarity on your trading activities through visually striking data representations. Our cutting-edge, patent-pending technology makes transaction categorization effortless and accurately identifies transfers between accounts, which can lead to substantial savings in both time and resources. Through comprehensive analysis, you can access real-time data on trades across various exchanges, providing detailed insights into gains and losses for specific assets as well as your entire portfolio's performance. Furthermore, BlockSentry utilizes advanced A.I. technology to facilitate the preparation of your tax forms and effectively pinpoint inter-account transfers. This capability not only saves you countless hours but also helps preserve your long-term cost basis, allowing you to effectively reduce your tax burdens. In an environment where tax laws are continuously evolving, it is essential for every cryptocurrency trader to remain well-informed and compliant to navigate these changes successfully while maximizing their financial benefits.

TaxDome is an end-to-end, AI-powered practice management platform that helps tax, bookkeeping, and accounting firms oversee their clients, jobs, documents, teams, and overall practice in one place. Trusted by 15,000+ firms and 6M+ of their clients, it lets firms of every size streamline their work while keeping a clear overview of operations. You can start with ready-made templates for bookkeeping, tax returns, payroll, and tax resolution, or design your own repeatable, adaptable workflows that move jobs forward automatically. Clients will appreciate the award-winning client app, which is accessible and easy to use for people of all ages and technical abilities. It’s secure, available on web and mobile, and supports eleven languages, so you can serve clients who speak languages other than English. AI is built into everyday work: TaxDome generates intake checklists from last year’s return and sorts and packages tax returns for review, so delivery takes minutes. Atlas works as a full-time operations assistant, and MCP and a public API connect TaxDome to the AI tools firms already use, including Claude and ChatGPT. By bringing internal management (workflow, CRM, and reporting) together with client-facing services (e-signatures, proposals, invoicing, payments, and messaging), TaxDome helps firms run a more organized, efficient practice and build stronger client relationships through seamless communication.

UltimateTax is an all-encompassing tax preparation software that thousands of tax professionals rely on annually, specifically crafted to simplify the preparation, review, and electronic submission of both federal and state tax returns in the United States. This platform not only assists in managing client data and maintaining compliance but also boosts office efficiency through streamlined workflows, providing dependable support for both cloud and desktop environments. Users enjoy an interview-style data entry system that facilitates client communication, smart diagnostics to catch potential errors before e-filing, automatic carrying over of data from previous years, intuitive form-linking for smooth navigation, and compatibility with every state alongside various return types like individual 1040, corporate, fiduciary, and partnership returns. Furthermore, UltimateTax offers a variety of product solutions, which include Online 1040, Desktop 1040, Pay-Per-Return, and bundled options that integrate 1040 and corporate services, enabling firms of all sizes to choose the workflow that aligns best with their operational needs. This adaptability guarantees that tax preparers can effectively address their clients' varied demands while enhancing overall productivity in their practices. As a result, tax professionals can focus more on providing quality service while UltimateTax handles the intricacies of tax preparation.