Koinly: The Smart Tax Pro’s Tool for Tracking Crypto Gains

 

Crypto clients don’t always know what they’re doing—but their wallets sure do.

If you’ve ever looked at a spreadsheet full of transactions from a crypto client and wondered how you’re supposed to make sense of it all… you’re not alone.

Tracking crypto trades, swaps, staking rewards, and DeFi earnings can feel like trying to untangle a ball of string. But thankfully, you don’t have to do it manually anymore.

There’s a better way—and it’s called Koinly.

 

What Is Koinly?

 

Koinly is a crypto tax software that pulls together your client’s blockchain transactions, organizes them by type, calculates gains and losses, and generates tax reports that make sense.

It’s kind of like QuickBooks—but for crypto.

Koinly connects to over 700 wallets and exchanges, including Coinbase, MetaMask, Binance, and more. Whether your client is casually trading Bitcoin or deep in the world of DeFi, Koinly can help you get the full picture.

 

Why Tax Pros Love It

 

If you’re working with crypto clients, Koinly can save you hours (if not days) of manual tracking and calculations. Here’s what it brings to the table:

 

• Automatic Import: Link wallets and exchanges with API keys or public addresses. Koinly fetches the data for you.
• Real-Time Calculations: It tracks cost basis, capital gains, income, and even international tax rules in one dashboard.
• Clean, Organized Reports: Get downloadable reports that you can plug right into your tax prep workflow or accounting software.
• Transaction Classification: Identify staking rewards, airdrops, NFT sales, and more—so you can apply the correct tax treatment.
• Audit Trail: If the IRS comes knocking, you’ve got documentation ready to go.

 

Who Should Use It?

 

Whether you’re a solo tax pro or part of a larger firm, if you serve clients with:

 

• Crypto wallets
• NFT activity
• Staking or farming income
• DeFi loans or liquidity pools
• Cross-chain transactions

 

…Koinly is a game-changer.

You don’t need to become a blockchain analyst to deliver high-quality crypto reporting. You just need a tool that does the heavy lifting for you.

 

Getting Started

 

You can explore Koinly for free, and your clients can use it directly or you can manage it as part of your service. Many tax pros include Koinly in their onboarding checklist for crypto clients—or bundle it into an advisory package.

Visit Koinly.io to learn more and see how it can integrate into your practice.

 

Final Thought: Don’t Let Crypto Confuse You

 

Crypto isn’t a “niche” anymore—it’s a permanent part of the financial landscape. But that doesn’t mean it has to complicate your tax work.

With tools like Koinly in your corner, you can confidently serve crypto clients, protect them from costly mistakes, and position yourself as a forward-thinking advisor.

Smart tax pros don’t run from crypto—they systematize it.

 

Tax Strategy Is Business Strategy. Own Both.

 

If you’re ready to get ahead in 2025, start with the Trifecta Planner—our powerful system designed to help you:

 

• Stay compliant and organized
• Maximize tax savings
• Build wealth with a long-term plan

 

Claim your FREE Tax Guide with 30+ actionable tips and deductions to start saving today.

Are you a professional looking to grow your practice and help clients master tax planning? Become a Main Street Certified Advisor and lead with real value. Call 520-800-0986 or schedule your FREE Discovery Call now.