CPAs & Tax Professionals
One roster for every crypto client — with audit-ready Form 8949 PDFs at the end
TaxPilot lets CPAs and tax professionals run a multi-client roster of crypto-active filings, ship white-label exports, and produce an audit-defensible Form 8949 PDF per client per year — without rebuilding the FIFO ladder by hand for every engagement.
Shipped today
What TaxPilot gives your firm out of the box
Three CPA-facing surfaces, live in the product now — not vaporware on a roadmap.
Multi-Client
Client roster & link invite / accept / revoke
Manage every crypto client from one roster. Send an invite link, the client accepts and wires their wallets and exchanges to your account, and you revoke access the moment the engagement ends.
Audit-Ready
Form 8949 per-year download (PDF)
Generate an audit-ready Form 8949 PDF for any tax year, per client. White-label the export with your firm’s branding and hand it straight to the client or to a downstream preparer.
FIFO Continuity
Per-wallet lots screen with audit-defensible FIFO
Drill into each client’s wallets one at a time. Every acquisition lot, cost basis, and disposal sits on a FIFO ladder that survives re-imports so the disposal record stays intact if the IRS asks.
From the field
What firms running TaxPilot say
“The client roster is what sold us. We onboarded nine new crypto clients in a quarter without adding headcount — each one just accepted the invite link and landed in our dashboard.”
“The Form 8949 PDF is the first one we’ve seen that holds up in a partner review. The FIFO ladder is the same page we’d otherwise rebuild by hand.”
“White-labelling the export with our firm branding makes the client handoff feel like our work, not a tool’s. That alone is worth the subscription.”
Ready to onboard your next crypto client in minutes?
The CPA tier on the Pricing page covers the multi-client roster, white-label exports, and Form 8949 PDFs — pick it up and your next client acceptance is a single invite link.