CTC offers a data-sharing feature that allows you to collaborate with your accountant on your crypto reports. Once you accept the invitation from your accountant, you can go to Settings > Permissions and select which data you would like to share. Note that only you can decide which side of the data is working data.

Before you start importing, decide which side is your working data. The data can NOT be transferred.

TL;DR

There are three common scenarios:

Scenario	Suggestions for the working data	What happens after revoking access
Your accountant has prepared all the data for your review.	Accountant data	All working data will stay with the accountant.
You already have your data ready to share with the accountant.	My imported data	All working data will stay with you.
Your accountant has only invited you to share the data but has not done any work yet.	My imported data	All working data will stay with you.

Scenario 1: Your accountant has prepared all the data for your review.

Your accountant may have requested all your cryptocurrency transaction history, including the exchanges and wallets you have used. After that, they worked on your data on their end. Usually, they will invite you to review the work they've done.

If this is the case, make sure to select "accountant data" as the working data so you can review the data they've worked on.

Note: If you revoke your accountant's access, you will no longer have access to the accountant's data set.

Scenario 2: You already have your data ready to share with the accountant.

If you have already imported your data and worked on it yourself, but you want your accountant to review it for you, make sure to select "my imported data" as the working data. This will allow your accountant to review the data you've worked on.

You will still have access after revoking your accountant's access.

Scenario 3: Your accountant has only invited you to share the data but has not done any work.

If neither you nor your accountant has started the process, it's best to choose "my imported data." Keep in mind that this means you will own the data, so make sure to remember your login credentials.

You will still have access after revoking your accountant's access.

The Best Way to Work with Your Accountant

It's usually easier to import all exchanges and wallets on your own. This approach ensures that your accountant won't need to request API keys, wallets, CSV files, etc., from you or engage in back-and-forth communication just to import the data. Once all the data is imported, you and your accountant can review the transactions together.

You can either leave a comment or use the 'filter comments' feature to communicate about the transaction with your accountant.