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Quick Actions
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Holdings ▲ |
Status ▲ |
Filing Status |
Next Deadline ▲ |
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Chain Demand
Unsupported chains users are requesting — prioritized by demand frequency.
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🚀 Onboarding Pipeline
Zero-touch client onboarding — from signup to CPA-ready file.
Minutes from welcome to advisor notification
These clients have >20% low-confidence classifications and need your review before filing.
Active Clients in Pipeline
| Client |
Stage |
Wallets |
YTD Gains |
Est. Tax |
Classified |
Actions |
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1099-DA Compliance Automation
Bulk generate · validate · approve · e-file · correct — at scale.
Validation Dashboard
Click Validation Dashboard tab to load.
E-Filing Preparation
Click E-Filing tab to load.
Corrections Workflow
Create corrections for filed/approved 1099-DAs
Click Corrections tab to load.
🔒 Immutable Audit Trail
Every action is logged, timestamped, and tamper-evident via SHA-256 hash chain.
✓ All changes logged & immutable
⬇ Export CSV
🤝 White-Label Partner Firms
CPA firms that use BitBookOS under their own branding. Each partner is billed $999/mo.
| Firm |
Email |
Clients |
Plan |
Status |
Portal URL |
Actions |
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