Crypto Tax Calculator

Using the Crypto Tax Calculator Accountant Portal

Crypto Tax Calculator provides a free accountant portal for accountants to manage multiple accounts. This feature is designed to help users who need to manage multiple accounts and collaborate with other people.

Accountants that need to manage customers' data. 

Self-Managed Super Fund (SMSF) management (check out <a href="https://help.cryptotaxcalculator.io/en/articles/6454046-handling-your-smsf-crypto-accounts">this guide</a> for more details).

- Accountants that need to manage customers' data. 
- Self-Managed Super Fund (SMSF) management (check out <a href="https://help.cryptotaxcalculator.io/en/articles/6454046-handling-your-smsf-crypto-accounts">this guide</a> for more details).

Switching from an accountant plan to an individual plan

Please note that you cannot reverse your account back to the individual plan from an accountant plan.

If you do not have an account with Crypto Tax Calculator

If you are an accountant and haven't created an account yet, you can go straight to the sign-up page: <a href="https://app.cryptotaxcalculator.io/signup-accountant" rel="nofollow noopener noreferrer" target="_blank">https://app.cryptotaxcalculator.io/signup-accountant</a>. ​

If you already have an account with Crypto Tax Calculator

If you want to use the accountant portal and already have an account with us, you can follow the below instructions.

You can NOT reverse your account back to the individual plan once you upgrade it to the accountant portal.

Log into your Crypto Tax Calculator account.

Select the top right corner profile, then choose 'Plans' on the dropdown menu.

Click 'Accountant', and then 'Get Started':

Follow the prompt to upgrade to the accountant portal. We will migrate your existing account to become the first client within the accountant portal.

For each additional client you need to add, you can select the top right corner in the 'Clients' tab, then in the right corner '+ Add new client', and go from there. 

1. Log into your Crypto Tax Calculator account.
2. Select the top right corner profile, then choose 'Plans' on the dropdown menu.
 

3. Click 'Accountant', and then 'Get Started':
 
 
 
4. Follow the prompt to upgrade to the accountant portal. We will migrate your existing account to become the first client within the accountant portal.
5. For each additional client you need to add, you can select the top right corner in the 'Clients' tab, then in the right corner '+ Add new client', and go from there.

Your billing status and the plan do not change during or after upgrading. If you already paid for the subscription for your individual account, after upgrading to the accountant plan, the subscription will be attached to the migrated account. 

You do not need to pay to upgrade to the accountant portal. However, for each client (profile) you add, if you would like to access any paid feature, you do have to pay. 

For any newly created client, they will be on the free plan until <a href="https://help.cryptotaxcalculator.io/en/articles/7916739-managing-subscriptions-between-accountants-and-clients">you or your client pay for the subscription</a>.

<a href="https://help.cryptotaxcalculator.io/en/articles/7916739-managing-subscriptions-between-accountants-and-clients">Managing Subscriptions Between Accountants and Clients</a>

<a href="https://help.cryptotaxcalculator.io/en/articles/5282131-how-the-subscription-pricing-model-works">How the Subscription Pricing Model Works</a>

<a href="https://help.cryptotaxcalculator.io/en/articles/6317270-sharing-data-between-accountants-and-clients">Sharing Data Between Accountants and Clients</a>

- <a href="https://help.cryptotaxcalculator.io/en/articles/7916739-managing-subscriptions-between-accountants-and-clients">Managing Subscriptions Between Accountants and Clients</a>
- <a href="https://help.cryptotaxcalculator.io/en/articles/5282131-how-the-subscription-pricing-model-works">How the Subscription Pricing Model Works</a>
- <a href="https://help.cryptotaxcalculator.io/en/articles/6317270-sharing-data-between-accountants-and-clients">Sharing Data Between Accountants and Clients</a>

Upgrading your account from the individual plan to the accountant plan or creating an accountant account.