CPA & Accounting Firms

Crypto tax compliance at firm scale

TaxPilot is the autonomous compliance engine that lets CPAs and accounting firms serve crypto clients profitably — without hiring specialists or building bespoke spreadsheet workflows. Audit-ready reports from raw blockchain data, in minutes.

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Already have an account? Flag your CPA status in your profile to unlock partner tiers.

Why TaxPilot

Built for professionals who can’t afford reconciliation errors

Every feature is designed around the workflow of a tax professional managing multiple crypto-active clients — not a one-off personal filer.

Scalability
Handle 10× more crypto clients
TaxPilot automates the transaction reconciliation that currently takes your staff hours per client. Onboard a new crypto client in minutes, not days.
Audit-Ready
Audit-ready output, every time
Every gain, loss, and income event is computed from source data with a full trace log. If the IRS asks, you hand them the methodology — not a spreadsheet.
Multi-Chain
Comprehensive chain & exchange coverage
Bitcoin, Ethereum, Solana, DeFi protocols, NFT activity, staking rewards — all classified and categorized under the correct IRC sections automatically.
IRS Compliant
IRS Form 8949 & 1099-DA reconciliation
Generate Form 8949–compatible output and reconcile against broker-issued 1099-DA statements in a single workflow. Spot mismatches before the client files.
CARF Ready
OECD CARF ready for global clients
For clients with international exchange accounts, TaxPilot formats transaction data to the CARF schema — so you stay ahead of cross-border reporting mandates.
Workflow-Friendly
Exports to your existing workflow
Structured exports plug directly into TurboTax, TaxAct, Lacerte, and professional preparer software. No re-entry, no re-reconciliation.
Partner Program

The CPA distribution channel — first movers get the edge

The fastest-growing source of crypto tax clients in 2025 is referrals from CPAs who already do the books. TaxPilot’s partner program rewards early adopters with preferred pricing and positioning as the partner directory grows.

Join as a CPA partner

Partner pricing

CPAs and accounting firms receive preferred pricing on client seat bundles — volume tiers start at 5 clients.

White-label report export

Export PDFs with your firm branding for client delivery — coming in Q3 2025.

PTIN-verified partner directory

Verified CPA partners are listed in the TaxPilot partner directory once the partner program launches, driving client referrals your way.

Ready to make crypto tax a profit center?

Create your CPA account today — flag your PTIN in your profile and we’ll reach out when the partner program opens.

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