Scale

Grow your practice, not your payroll.

Expand your service offerings and attract more clients with tools that save time, scale effortlessly, and unlock new advisory revenue streams.

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AI Trained by Experts

We trained CPAI on thousands of manually reviewed transactions across DeFi, NFTs, and centralized exchanges. It applies the same logic our reconciliation team uses, so you get smarter flags and cleaner data from the start.

Streamline Client Communications

Crypto tax often requires human eyes. CPAI includes messaging and comment tools so you can chat directly and securely with our specialists or loop in your CPA. No more email threads or PDF attachments.

Multichain from the Ground Up

Whether it's Ethereum, Solana, Layer 2s, or wrapped assets, CPAI understands how your data flows across chains. No need for manual merging or external tools, everything is handled in one place.

Export-Ready, Filing in Sight

We’re building toward full tax form exports including the upcoming 1099-DA. With every transaction cleaned and categorized, you’ll be ready to file or share with your tax pro - no extra formatting required.

Defend your clients

Defensible Crypto Tax Reports, Every Time.

Give your clients peace of mind with audit-ready reconciliation and access to legal backup when it matters most. CPAI documents every correction, and our team supports even the most complex cases with precision and clarity.

Full audit trail with flags, notes, and transaction history

Reasoning attached to every correction and classification

Access to written legal opinions for high-risk scenarios

Backed by a team experienced in IRS crypto audits

Watch how we helped a CPAI client save over $800K in an audit

Add Crypto to Your Service Stack

Easily expand into the fastest-growing segment of tax prep with tools built for accuracy, scale, and client trust.