Book a demo
A 30-minute walkthrough on your own clients' data.
Tell us who you serve and what you report on. We'll confirm a time by email and tailor the session to the chains, exchanges, and reports your team actually needs.
What we'll cover
- Your chains and exchanges synced live, read-only, in front of you
- Integrity checks: what a mismatch looks like and how it gets explained
- The reports your team needs: Gain/Loss, Form 8949, Schedule D, 1099-DA reconciliation, Investor Dashboard
- Time Travel: a client's holdings on a period-end date of your choosing
- Onboarding plan and timeline for your first clients
How booking works
Sending the form opens an email to our team with your details filled in. We reply within one business day with a confirmed time and a calendar invite. Prefer to write directly?