Connect exchange and wallet sources
Add Your Accounts
Import source activity into a review workspace and keep unresolved records visible until evidence is complete.
Add Account
Simple and Easy, Add Your Account
Connect each source once, then review imported accounts, balances and transaction coverage before tax work begins.
Missing credentials or incomplete sources stay visible instead of being hidden from the review queue.
First Transactions
Make your Transaction
Imported transactions are grouped for review so transfers, income, fees and missing counterparty data can be corrected before reporting.
The account workflow preserves source evidence and highlights gaps that require user or advisor action.
Transaction
Transaction History
Review transaction history by source, status and evidence completeness before a period can move toward report readiness.
Every unresolved import issue remains part of the review trail until it is intentionally closed.
Act before it's too late
Sign up and prepare evidence for tax review