Everything you need to review, reconcile and report crypto activity.

Crypto Holdings Dashboard

Get a bird's-eye view of your entire crypto portfolio with. Track real-time valuations, realised and unrealised gains, across all your connected wallets and exchanges in one unified interface.

{business_name} Dashboard Interface

Unified Transaction Ledger

Consolidate every trade, transfer, staking reward, and airdrop into a single ledger. Crypto Tax Ledger system automatically categorises and standardises raw data from hundreds of sources to provide a complete balance sheet.

Unified Transaction Ledger View

Seamless Integrations

Connect effortlessly to major exchanges, blockchains, hardware wallets, and even traditional stock brokerages via API or CSV upload. We ensure your data flows securely and accurately into your tax reports.

Platform Integrations Screen

7 Advanced CGT Methods

Optimize your tax position with support for FIFO, LIFO, HIFO, LOFO, and our proprietary Optimised and Advanced matching algorithms. Switch methods seamlessly to model different tax outcomes.

Capital Gains Tax Method Selection

Multi-Method by Year

Apply different inventory valuation methods for different financial years to maximize your tax efficiency while remaining fully compliant with Australian Taxation Office (ATO) guidelines.

Multi-Year Tax Method Configuration

Balances by Platform & Token

Drill down into your holdings with granular balance reporting. View exact quantities and fiat values for every token, broken down by the specific exchange or wallet where they are held.

Token and Platform Balances Report

Robust Reconciliation

Ensure absolute accuracy with built-in reconciliation tools. Intelligent Transaction Matching – Automatically detect and link internal transfers between your own wallets to prevent them from being incorrectly classified as taxable disposal events, saving you money and audit headaches.

Reconciliation and Balance Sheet Tools

Share Portfolio Tracking

Manage your traditional equities alongside your digital assets. Our platform supports stock portfolio tracking, giving you a complete picture of your overall investment performance and tax obligations.

Traditional Share Portfolio Tracking

Secure Transaction Locking & Undo Function

Finalise your financial years with confidence. Lock reconciled periods to prevent accidental modifications to historical data, ensuring your lodged tax returns remain perfectly aligned with your ledger. Make mistakes without fear. The undo functionality allows you to revert specific imports or bulk actions without having to start your reconciliation process from scratch.

Financial Year Transaction Locking

Data Backups

Rest easy knowing your data is backed up. You can create multiple backups of your data and restore whenever you need to.

Automated Data Backup Settings

Full Reconciliation Report

Full Balance Sheet and Profit and Loss Reconciliation Report. Identify cost base issues

Capital Gains Tax Method Selection

Archived Reports

Once a report has been generated it stays with you forever unchanged as well as the ability to archive. Incredibly important if subject to an ATO audit.

Multi-Year Tax Method Configuration

SMSF Specific Report

Provide Audit ready SMSF Reports including: Trustee, Directors, Members and declaration of trust, ready for the client to sign. Include working papers attachment for Exchanges or Wallet Balances to link source documents to tranasctions.

Token and Platform Balances Report

SMSF – BGL – Simple Fund 360 – Direct Import

Import all of your transactions into BGL Simple Fund 360 via our XML export – No more double entering of data.

Reconciliation and Balance Sheet Tools