For accounting & tax firms
Crypto clients, without the crypto spreadsheets.
ChainLedger gives your practice one reconciled ledger per client across every chain and exchange they use. Your tax team prepares Form 8949 and reconciles 1099-DAs from it; your audit team gets balance evidence and ownership proof from the same data.
Two practices, one ledger
The numbers your tax and audit teams sign off on agree.
Tax season
From wallet history to Form 8949.
- Gain/Loss on FIFO, LIFO, HIFO, or average cost, with transfers between a client's own accounts excluded automatically
- Basis tracked per wallet and per exchange account, as the IRS now requires
- Form 8949, Schedule D, and a crypto income schedule straight from the ledger
- Each broker's 1099-DA imported and reconciled line by line
- Staking, lending interest, and LP fees valued as income when received
Audit engagements
Evidence an engagement team can rely on.
- Integrity checks compare synced balances with live on-chain and exchange balances
- Wallet ownership verified by signed message, so you know the client controls the address
- Holdings and USD value rebuilt on the balance-sheet date with Time Travel
- Sanctions and scam-list screening on every wallet added
- Manual verification notes kept for any check a reviewer signs off below 100%
Built for firms
Designed for a practice, not a single portfolio.
Multi-client by design
Every client gets its own workspace of wallets, exchanges, and reports. Staff move between engagements without switching tools.
Read-only from end to end
Exchange connections need read-only API keys and wallets need only a public address. Nothing can trade or withdraw.
Permissions per person
Decide who can view, generate, download, or delete each module, so juniors prepare and seniors review.
Reports clients understand
PDF, XLS, and CSV reports with a consistent branded header, ready to attach to a workpaper or send to a client.
Spam and poisoning filtered
Scam airdrops and address-poisoning transfers are detected and kept out of balances and gain/loss.
Any date, any client
Answer "what did they hold on 31 December?" in seconds, for every wallet and exchange in the engagement.
Mismatches explained
When synced and live balances differ, the exact asset and amount are shown, so differences are resolved before they reach a report.
Bring your most complicated crypto client.
Multiple exchanges, self-custody wallets, DeFi, a broker 1099-DA: we'll sync it with you and show the schedules and the audit evidence it produces.