Home/CoinLedger CPA Access
Crypto Tax Software · Since 2018

CoinLedger CPA AccessAccountant Collaboration

Invite your CPA to view your complete CoinLedger account with read-only access — they see everything without you exporting a single spreadsheet.

Start for Free →

Free to import · No credit card required · Plans from $49/tax year

CoinLedger At a Glance
1,000+
Exchange & Wallet Integrations
20+
Supported Countries
Free
Portfolio Tracking
$49
Starting Price / Year
$299
Unlimited Plan
TurboTax & TaxAct Export
Overview

CoinLedger CPA Access

CoinLedger's CPA access feature allows you to invite a tax professional to view your CoinLedger account with read-only permissions. Your accountant can see all imported transactions, tax reports, gain/loss calculations, and your full transaction history without being able to modify anything. This eliminates the time-consuming process of exporting spreadsheets, explaining your trading history via email, and manually sharing documents with your tax professional.

Quick Facts
Founded2018 (as CryptoTrader.Tax)
Integrations1,000+
Countries20+
Starting Price$49/tax year
Unlimited Plan$299/tax year
Tax MethodsFIFO · LIFO · HIFO · ACB
DeFi / NFT✓ Supported
TurboTax Export✓ Yes
CPA Access✓ Yes
Free Tier✓ Portfolio tracking
Features

Everything You Need to File Crypto Taxes

Import, calculate, and report — CoinLedger automates the full crypto tax workflow from transaction history to ready-to-file reports.

👨‍💼
Read-Only Access
Your CPA sees everything in your account but cannot modify any transactions or reports.
📊
Full Visibility
Transaction history, tax reports, gain/loss summaries, cost basis details — all visible to your CPA.
🔒
Secure Sharing
No spreadsheet downloads, email attachments, or external file sharing required.
Instant Setup
Enter your accountant\'s email address in CoinLedger Settings — they receive an invitation immediately.
♾️
Works With All Plans
CPA access is available on all paid CoinLedger plans, not just higher tiers.
💬
Streamlines Review
Accountants can review, ask questions, and request clarifications while viewing live data.
Pricing

Plans from $49 Per Tax Year

All plans include every feature — only transaction limits vary. Pay once per tax year, not monthly.

Feature
Newbie
$49/yr
Hobbyist
$99/yr
Investor
$149/yr
Trader
$199/yr
Transactions
Up to 100
Up to 1,000
Up to 3,000
Up to 5,000
Tax Reports
TurboTax Export
DeFi & NFT
CPA Access
Newbie
$49/yr
100 transactions
Hobbyist
$99/yr
1,000 transactions
Investor ★
$149/yr
3,000 transactions
Trader
$199/yr
5,000 transactions

* Unlimited plan $299/yr also available. All plans include same features.

How It Works

File Crypto Taxes in 3 Simple Steps

Import your transactions, let CoinLedger calculate everything, then download your reports.

1

Go to CoinLedger Settings

Log in and navigate to the Settings or Account section.

2

Find CPA Access

Look for "Accountant Access" or "CPA Access" in the settings menu.

3

Enter Your CPA\'s Email

Type your accountant\'s email address and send the invitation.

4

CPA Accepts Invitation

Your accountant receives an email invitation to view your account with read-only access.

5

Collaborate Efficiently

Your CPA can now review your transactions, reports, and calculations directly — no spreadsheet exports needed.

Start for Free Today

Import all your transactions and preview your capital gains before paying a cent. No credit card required.

Try CoinLedger Free

Work With Your CPA

Invite your accountant with read-only access. They see all transactions and reports without you exporting spreadsheets.

Add CPA Access →
FAQ

Questions About CoinLedger CPA Access

What can my CPA see in CoinLedger?
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Your CPA can see your complete transaction history, tax reports (Form 8949, etc.), gain/loss summaries, cost basis details, and all calculations. They have full read access to everything in your account.
Can my CPA modify my CoinLedger transactions?
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No. CPA access is strictly read-only. Your accountant can view everything but cannot change any transactions, categorizations, or settings. Only you control your CoinLedger data.
How do I set up CPA access in CoinLedger?
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Go to your CoinLedger settings, find the CPA or Accountant Access section, enter your tax professional\'s email address, and send the invitation. They receive an email and can access your account immediately after accepting.
Do I need a paid plan for CPA access?
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Yes — CPA access requires a paid CoinLedger plan. It is available on all paid tiers from Newbie ($49) up.
What if my accountant has never used CoinLedger?
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Your accountant does not need their own CoinLedger account to use CPA access. They create a read-only viewer account when they accept your invitation. No paid subscription is required from the accountant\'s side.
Reviews

What Users Say

CPA User
★★★★★

"CoinLedger\'s CPA access is the feature that made me switch from Koinly. The interface for accountants is clean — I can review client data, flag questions, and work through everything without the client needing to export anything."

Client Using CPA Access
★★★★★

"Invited my accountant via CPA access and he was reviewing my transactions within 10 minutes. No email chains with spreadsheets, no explaining what each exchange is. He just logged in and could see everything."

Solo Trader Using CPA
★★★★☆

"The CPA access feature pays for the CoinLedger subscription on its own. My accountant charges by the hour — cutting the review time by 2 hours saves more than the annual plan cost."