One of the ways you can manage your clients is through a full-service (white glove) offering where the client does not even have to know about Crypto Tax Calculator. In this scenario, you are not inviting the client to come onto the platform. As seen below, the 'invite' button is left untouched as it is (as opposed to being 'accepted'):
How to get the data from the client?
You (as the accountant) are simply collecting all the data from the client, whether that be CSV files, API keys, or wallet addresses.
Let's say your client tells you they are using Binance and prefer downloading CSV files over API keys. As the accountant, you can simply type in 'Binance' into the Accounts page, then copy the CSV instructions on the right-hand side and send them over to your client:
From there, you can collect the Binance CSV file(s) that your client sends you and import it into our app.
Review Transactions
Once you've imported all the client's data, you can head to the Review page and see how many items are left to reconcile. This will give you a rough indication of how much work is needed to provide a full-service offering for that client.
