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CoinTracker

Tax & AccountingCrypto tax software

Crypto tax, portfolio tracking, and accounting software for investors, tax professionals, and digital-asset businesses.

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What is CoinTracker?

Founded in 2017 in San Francisco, CoinTracker combines crypto portfolio tracking and tax reporting for individuals and businesses. It serves more than 3 million people and raised a $100 million Series A in January 2022.

CoinTracker is a cloud platform for consolidating crypto activity and preparing tax information. Users connect exchanges, wallets, and blockchains with read-only permissions; the service imports transactions, identifies transfers, calculates cost basis and gains or losses, and presents portfolio performance. Paid plans generate tax forms and reports for current and prior years, while connections to TurboTax and H&R Block support filing. The product also offers a mobile experience and an Enterprise subledger for organizations managing digital-asset activity.

Its feature set spans portfolio tracking, transaction categorization, tax-lot analysis, tax-loss harvesting, staking and DeFi activity, NFT support, and reporting for forms such as IRS Form 8949 and Schedule D. CoinTracker says it supports more than 500 crypto integrations and Enterprise can process up to 1 million transactions annually. The main limitation is data quality: incomplete imports, unusual DeFi activity, and exchange discrepancies can still require manual review. ERP, custodian, and high-volume features are aimed at business buyers rather than basic individual plans.

CoinTracker serves individual investors, active traders, tax professionals, crypto companies, and institutional platforms. The consumer product has a free portfolio tier, while paid subscriptions are billed annually according to current-year transaction volume, starting at $59 per year for 100 transactions. Higher tiers add capacity, tax-loss harvesting, priority support, and assisted services; Full Service starts at $3,499 per year. Enterprise pricing is not published, so larger finance teams should expect a sales-led quote and confirm implementation scope.

Key features

Portfolio tracking

Consolidates balances, transaction history, performance, gains, losses, and asset allocation across connected crypto accounts.

Tax calculations

Calculates cost basis, capital gains, losses, and taxable crypto activity for supported jurisdictions and tax workflows.

Tax reporting

Generates tax reports including IRS Form 8949 and Schedule D and supports filing handoffs through TurboTax and H&R Block.

Transaction categorization

Classifies trades, transfers, staking, mining, airdrops, and other crypto activity for review and reporting.

Tax-loss harvesting

Identifies potential tax-loss harvesting opportunities by asset and transaction date on eligible paid plans.

Exchange integrations

Imports data from more than 500 wallets, exchanges, blockchains, and crypto protocols using read-only connections.

Enterprise accounting

Provides rules-based categorization, journal-entry workflows, custodian connections, and ERP integrations for digital-asset businesses.

CoinTracker pricing

CoinTracker uses annual subscriptions priced primarily by current-year transaction volume, with a free portfolio plan and paid tax-report tiers. Public pricing starts at $59/year for Base, while Full Service starts at $3,499/year; enterprise pricing is quote-based. Plans cover prior tax years, and subscriptions auto-renew annually.

PlanPriceWhat's included
Free$0/yearPortfolio tracking and tax summary; no tax filingPortfolio tracking, wallet and exchange imports, and tax summary
BaseFrom $59/yearUp to 100 current-year transactionsTax forms for all past years, portfolio tracking, tax lots, TurboTax and H&R Block integrations
PrimeFrom $199/yearUp to 1,000 current-year transactionsBase features plus tax-loss harvesting, performance tracking, and standard support
UltraFrom $599/yearUp to 10,000 current-year transactionsPrime features plus priority support and higher transaction capacity
Full ServiceFrom $3,499/yearHigh-volume assisted filingDedicated account manager, concierge data import, reconciliation help, and quarterly account health reviews

Free trial: A free plan is available for portfolio tracking and tax summaries; tax-form downloads require a paid plan.

Pros & cons

Pros

  • Combines portfolio tracking, transaction categorization, and tax-report generation in one workflow.
  • Supports more than 500 wallets, exchanges, and blockchain connections.
  • Calculates gains and losses and supports tax-loss harvesting on eligible paid plans.
  • Offers direct TurboTax and H&R Block workflows plus enterprise ERP and custodian connections.

Cons

  • Paid tax reports are gated behind annual transaction-volume tiers.
  • Complex DeFi, NFT, or incomplete wallet histories can require manual reconciliation.
  • Enterprise pricing and implementation costs are not publicly listed.
  • The platform depends on read access and complete source data from connected exchanges and wallets.

Who is CoinTracker best for?

  • Individual crypto investors needing automated gains, losses, and tax forms.
  • Active traders with multiple exchanges, wallets, DeFi positions, or staking activity.
  • Tax professionals supporting clients who need imported transaction histories and filing exports.
  • Crypto businesses seeking a subledger with custodian, ERP, and high-volume transaction support.

Coverage

Crypto taxCapital gainsPortfolio trackingTax-loss harvestingDeFiNFTsStakingIRS Form 8949Schedule D1099-DATurboTaxH&R BlockCrypto accountingCost basis

Integrations

CoinbaseBinanceKrakenGeminiTurboTaxH&R BlockQuickBooksXero500+ crypto integrations; TurboTax, H&R Block, QuickBooks, NetSuite, Sage Intacct, Xero total

Notable customers

Ordinals WalletBlockchain AssociationElectric Coin Co.Spritz FinanceAllora Labs

Frequently asked questions

How much does CoinTracker cost?

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CoinTracker offers a free plan for portfolio tracking and tax summaries. Paid plans bill annually by transaction volume, with Base starting at $59/year for up to 100 transactions, Prime at $199/year for up to 1,000, and Ultra at $599/year for up to 10,000.

How does CoinTracker work and how long does setup take?

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Users connect exchanges, wallets, and blockchains using read-only access, then CoinTracker imports transactions, detects transfers, calculates gains and losses, and generates tax reports. The company does not publish a standard implementation timeline; effort depends on source count and transaction history.

How does CoinTracker compare with Koinly?

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CoinTracker uses annual plans based largely on prior-year transaction volume and covers all prior tax years under a paid subscription. Koinly generally prices reports by tax year, so buyers with multiple filing years should compare total annual and historical-report costs.

What integrations does CoinTracker support?

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CoinTracker lists more than 500 crypto integrations across exchanges, wallets, and blockchains. Named connections include Coinbase, Binance, Kraken, KuCoin, Gemini, Anchorage, BitGo, Coinbase Prime, and Fireblocks, plus TurboTax, H&R Block, QuickBooks, NetSuite, Sage Intacct, and Xero for applicable workflows.

Who is CoinTracker for?

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CoinTracker is built for crypto traders, investors, tax professionals, and digital-asset businesses that need portfolio tracking, tax calculations, or accounting. Its consumer plans suit individual filers, while Enterprise targets finance teams and institutional crypto platforms.

Is CoinTracker secure and accurate enough for tax work?

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CoinTracker says it never requests private keys and uses read-only exchange access, encrypted API keys, token-based two-factor authentication, annual penetration testing, and SOC 1 and SOC 2 compliance. Accuracy still depends on complete imports and review of categorized transactions before filing.

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