A structured intake portal that replaces scattered emails and spreadsheets with a guided, exception-aware workflow — so your team spends less time hunting records and more time doing tax work.
14-day free trial · Cancel anytime before it ends.
CryptoIntake is a complete workflow based on the latest IRS laws and proposed laws to assure compliance.
A blank form or email thread doesn’t guide clients through DeFi, staking, NFTs, or wallet transfers. They miss things — and you find out weeks later.
You send a spreadsheet and wait. There’s no way to know if a client forgot their Kraken CSV or skipped the NFT questions until you open the file.
Attachments arrive in multiple threads, renamed arbitrarily, or not at all. Finding the right 1099-DA for a specific client means digging through inbox folders.
Missing cost basis and unexplained transfers don’t show up until you’re deep in preparation — right when you can’t afford the delay.
When did the client submit? Who reviewed it? What changed? Spreadsheets have no history, no status, no accountability.
Nine targeted yes/no questions cover every activity category — DeFi, NFTs, staking, mining, lost/stolen crypto. Clients can’t miss a section.
Missing documents, incomplete answers, and unexplained transfers are flagged the moment a client submits — before your staff opens a single file.
Clients upload directly into categorized buckets: 1099-DA, CSV exports, prior-year reports. Every file is labeled, timestamped, and instantly downloadable.
See at a glance who’s invited, who’s in progress, who’s awaiting docs, and who’s ready for review — without sending a follow-up email.
Every action is logged. Add internal CPA notes to client records. Know when something was submitted, reviewed, or flagged — always.
The average crypto client has activity on 3+ platforms and forgets to disclose at least one.
CryptoIntake's guided intake and automatic exception flagging catches these gaps before they become a problem — so your team isn't doing client follow-up during the busiest weeks of filing season.
Works alongside your existing crypto tax tools
Answer each question about your crypto activity this tax year.
Did you buy or sell any cryptocurrency in this tax year?
Did you swap or trade one cryptocurrency for another?
Did you receive staking or validator rewards?
Did you mine any cryptocurrency?
Did you participate in DeFi protocols (lending, liquidity pools)?
Did you buy, sell, or mint any NFTs?
Interactive preview — click the Yes/No buttons
9 guided yes/no questions covering buying, selling, swaps, staking, mining, DeFi, NFTs, transfers, and lost/stolen crypto. Every relevant event category is captured up front.
Clients select every platform they used from a curated list — Coinbase, Kraken, Binance, MetaMask, hardware wallets, and more. A free-text field catches anything not listed.
Encrypted file uploads organized into four buckets: 1099-DA/1099-B, CSV transaction exports, prior-year reports, and supporting screenshots. Multiple files per category.
Clients see a full summary of what they’ve provided before submitting. Incomplete sections are flagged. Once submitted, your dashboard updates immediately.
From branded client intake to exception management, we handle the workflow before tax prep begins.
Clients receive a structured questionnaire covering all digital asset activities: buying, selling, DeFi, NFTs, staking, and more.
Automatic flags for missing basis, unexplained transfers, incomplete answers, and missing documents. Nothing slips through.
Clients upload 1099-DAs, CSV exports, prior-year reports, and screenshots in one organized, encrypted location.
Full visibility into every client: status, uploaded files, questionnaire responses, exception flags, and internal notes.
Add your firm colors and map the portal to your own subdomain. The Custom plan delivers a fully branded client experience.
Each CPA firm gets an isolated tenant with their own clients, data, and branding — all on a single platform.
Simple three-step workflow for your firm and clients.
Send a branded intake invitation to each crypto-active client with a single click from your dashboard.
Clients answer guided questions and upload their records. The platform tracks progress and flags missing items automatically.
Review exception flags, add notes, and export a complete review-ready intake packet for tax preparation.
Real results from firms that moved their crypto intake onto CryptoIntake.
“We cut our crypto intake time by 60%. Clients actually know what to submit now, and our staff spends less time chasing records.”
“The exception flagging is a game-changer. It surfaces issues we used to miss until deep in review, saving hours every engagement.”
“Being able to white-label this on our own domain made it look like a custom solution we built ourselves — for $49/month.”
Try every feature free for 14 days. Cancel anytime before you’re charged.
Both plans start with a 14-day free trial · billed annually · cancel anytime.
Free Custom white-label account for life included.
Get the full white-label plan at no extra cost when you're a WYZ Digital client.
Join CPA firms that have replaced scattered spreadsheets and email threads with a structured, exception-aware intake workflow.
Full access for 14 days. Cancel anytime before it ends.