Hand over the crypto clients that eat your time.
We reconcile; you advise and sign off. Each client gets a clear pack with a full audit trail, ready for SA108, a reply to an HMRC letter or a disclosure.
Sound familiar?
- Exchange CSVs in a dozen formats
- Transfers between a client's own wallets
- DeFi, staking and futures with no clear trail
- HMRC crypto letters and years never reported
- All of it arriving close to the deadline
Already use Recap, Koinly or similar? Keep it.
The software may be free or cheap. The hours spent fixing what it gets wrong are not.
Keep using your software for straightforward clients, and send us the ones it leaves broken: unmatched transfers, missing purchase costs, DeFi swaps, futures, Bittensor and years of history.
We work behind the scenes and invoice you. The client relationship, the advice and the fee you charge your client all stay with you.
What we do
- Collect and reconcile exchange, wallet and on-chain data
- Match transfers so moves aren't treated as sales
- Apply same-day, 30-day and section 104 rules
- Deliver the pack: SA108 figures, disposal schedule, pools, assumptions
- Rebuild earlier years for HMRC letter cases, ready for your disclosure
- Prepare source-of-funds records when a client buys property with crypto money
- Prepare tax-year-end figures before 5 April, so you can advise on planning
What you do
- Keep the client relationship and your fees
- Carry out identity and anti-money-laundering checks
- Make the judgement calls and give all advice
- Review, sign off and file
We never advise your clients, contact HMRC for them, or approach them for work.
How hand-over works
- Refer under a codeSend us a reference code and the tax years needed. No names required.
- Files in securelyYour client, or you, uploads exports through an end-to-end encrypted link that expires once collected.
- We reconcileWe match everything under UK rules and send you any questions and assumptions.
- You sign offYou get the pack to review, advise on and file.
Most packs take 5 to 10 working days from complete data. For 31 January returns, we need data by 8 January.
Partner terms
A fixed fee per client, set by how complex their crypto is, agreed before any work starts. Earlier tax years are discounted. Full terms and pricing are sent by email.
- Liability capped at the fees paid for the work
- Data processing agreement; client files worked in a dedicated, encrypted user account with no cloud sync, never shared
- Refer clients under a reference code: you keep their identity details, and we work only from their exports and public wallet addresses
- Report packs can carry your firm's branding
We can send you clients too
Individuals who come through this site and need advice or filing are referred to partner firms.
Ask about becoming a partnerSee it before you commit
Sample pack. A complete pack from an anonymised case, so you can see exactly what you'd receive. We send it with the partner terms.
Free pilot. Pick one client with tricky crypto. We'll reconcile the history behind one tax year, up to 500 transactions in total, free. Any purchase costs missing from the records are traced where we can, and the rest are listed as estimates, exactly as in a paid pack.
One pilot per firm. Client data is handled under our data processing agreement, as for paid work.
Book a 15-minute call