Account

Pricing & plans

Bug and Error

Other

You can prepare exchange, wallet and file-import activity for review, with unsupported or incomplete sources kept visible.

Missing valuation evidence remains open until pricing data is supplied, reviewed and locked for the selected period.

Transfer review keeps source records, counterparty context and unresolved exceptions visible before report preparation.

Evidence packages are prepared only after the required import, classification, valuation and review gates pass.

No. The public workflow describes evidence preparation and advisor handoff, not direct tax filing.

Advisor handoff focuses on reviewed records, open questions and supporting evidence for the selected reporting period.

Unresolved issues remain in the review trail and block final-looking report output until intentionally closed.

Still have questions?

If the FAQ does not answer your evidence or review question, contact the support team for help with the next step.

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