CoinTracker Enterprise

CoinTracker is the market leader in crypto tax compliance and accounting, with solutions for consumers and institutions. We serve 2.5 million consumers, and in 2024, leveraging our market-leading technical foundation, we launched CoinTracker Enterprise to provide leading crypto accounting software for organizations that hold digital assets on their books.

By integrating with over 500 exchanges, wallets and blockchains; across 50,000 crypto currencies; with native support for over 50,000 DeFi smart contracts, CoinTracker Enterprise reduces the time and headaches required to accurately run bookkeeping and ensure compliance. CoinTracker Enterprises seamlessly syncs with leading ERPs so that books get closed with total peace of mind.

Connecting Your Accounts

Setting up CoinTracker Enterprise to manage your digital assets is straightforward:

  1. Account Setup: The CoinTracker Enterprise team will onboard and train your entire team on how to use our accounting solution. 
  2. Adding Accounts: Navigate to the "Add Account" section within the platform and select the cryptocurrency exchanges, wallets or contracts you wish to connect.
  3. Integration Process: Integrate your chart of accounts from your ERP, set-up rules to automatically classify transactions and then use our AI-based categorization system to ensure all transactions are ready to reconcile.
  4. Synchronization: Once connected, CoinTracker Enterprise will continuously import your transaction history, autocategorize, update your balances and provide up-to-date information on your crypto activity.

Portfolio Management Features

CoinTracker excels in providing a centralized view of all your cryptocurrency holdings, which is crucial for effective portfolio management. The platform tracks your transactions across multiple exchanges and wallets, offering valuable insights into your investment performance. This centralized tracking makes it easier to understand asset distributions and manage your investments more efficiently.

Accounting Compliance and Reporting

Cryptocurrency accounting compliance is made easier with CoinTracker. The platform automates the classification of your crypto transactions based on your own required rules. CoinTracker helps ensure that you remain compliant with local accounting regulations, alleviating the complexity of crypto tax reporting.

Supported Cryptocurrencies

CoinTracker supports a wide array of cryptocurrencies, providing extensive tracking and management capabilities across various digital assets. This inclusivity ensures that users can manage diverse portfolios through a single, consolidated platform, regardless of the number of assets or the variety of exchanges and wallets they use.

Security and Privacy

Security is a top priority at CoinTracker. The platform uses end-to-end encryption, secure API integrations, is SOC 1 and SOC 2 Type II certified, and is GAAP and IFRS-compliant.

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