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.
- Exchange CSVs in a dozen formats
- Transfers between a client's own wallets
- DeFi, staking and futures with no clear trail
- All of it arriving close to the deadline
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
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.
Partner terms
A fixed fee per client, set by how complex their crypto is, or a revenue share if you prefer. 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 never kept in cloud storage or shared with third parties
- Report packs can carry your firm's branding
- Private Sessions for clients who won't share their data
We can send you clients too
Individuals who come through this site and need advice or filing are referred to partner firms.
Get the partner terms by emailFree sample pack
Pick one client and a three-month period with their trickiest activity: transfers between wallets, staking, DeFi or futures. We'll reconcile that period free, up to 500 transactions, and send you a sample pack to compare with your current process.
One sample per firm. Client data is handled under our data processing agreement, as for paid work.
Book a 15-minute call