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Built for crypto-aware accountants

Multi-client console, audit trails, jurisdiction-ready tax forms across nine countries, ERP-friendly journal exports. The toolkit a crypto-fluent CPA actually needs to scale a practice.

Eight features that actually matter when you're handling 20+ crypto-active clients during tax season.

Multi-client console

Switch between client wallets and exchange accounts from a single dashboard. Read-only API access by default; explicit elevation needed for write operations.

Audit trail per client

Every transaction has a timestamp, source (on-chain hash, exchange API, manual entry), and an immutable record of any classification change.

Jurisdiction-ready exports

IRS Form 8949, HMRC SA108, DGFiP Form 2086, ATO capital-gains, CRA Schedule 3, ESTV canton output, IRAS, BMF Anlage SO. One click per client.

Cost basis methods

FIFO, LIFO, HIFO, ACB-pooled (CA), single-pool average (UK Section 104, FR portefeuille global). Switch per client without recompute headaches.

ERP exports

Push journal entries to QuickBooks, Xero, NetSuite, Sage. Daily aggregate or per-transaction depending on client volume.

White-label reports

Optional firm branding on client deliverables. Client-facing PDFs and CSV exports carry your logo, not ours.

Bulk reclassification

Apply a rule across hundreds of transactions in one action. Safe-by-default — every change is logged with a reason field.

Direct support

CPA partner channel: faster response times, named technical contact, monthly office hours covering tax-rule changes.

Tax-form output and computation rules for each market your clients operate in.

Region Forms & methods
United StatesForm 8949 (capital gains), Schedule D (1040), Schedule 1 (income), 1099-DA reconciliation
United KingdomSA100, SA108 capital gains, Section 104 pooling, share-pooling rules
FranceForm 2086 (PFU), Form 2042-C (BIC), Form 3916-bis (foreign accounts), FEC export
GermanyAnlage SO (private sales), 1-year holding rule, BMF wallet-by-wallet FIFO
SwitzerlandCantonal wealth tax declarations, ESTV pricing, professional trader test
SingaporeIRAS investor vs trader, GST treatment, "badges of trade"
AustraliaCapital gains schedule, 50% CGT discount, Division 296 super tax tracking
CanadaSchedule 3, ACB pooling, T1135 foreign-asset thresholds, inclusion-rate split
Italy2026 sostitutiva at 33%, IVCA wealth tax, MiCA-EMT carve-outs

Join the Wag3s CPA partner program

Free for accountants during Alpha. Multi-client console, white-label reports, monthly tax-rule briefings, named technical support.