Loading your account…
B
Bit Bookkeeper OS
Welcome Connect Processing Ready
Step 1 of 4

Welcome to your
tax command center.

Let's get you set up in minutes. We'll import your transactions, classify them automatically, and have a CPA-ready file waiting for your advisor.

👤 Your Profile
🔐 Cost Basis Method

Your advisor can change this later. FIFO is the IRS default and works for most clients.

Step 2 of 4

Connect your wallets
& exchanges.

Paste wallet addresses below. We support Ethereum, Bitcoin, Solana, and 12 other chains. Exchange data can be uploaded as CSV.

🔗 On-Chain Wallets
🏦 Exchange Data (optional)

Upload a CSV export from Coinbase, Kraken, Binance, or other exchanges. We'll parse it automatically.

📁
Drop CSV here or click to browse
Supports Coinbase, Kraken, Binance, and generic CSV formats
Step 3 of 4

Your file is being
prepared.

Sit tight — we're pulling your transaction history, classifying each event, calculating cost basis, and building your tax summary.

📥
Importing Transactions
Fetching on-chain data from Etherscan, Alchemy, and chain-specific APIs across all connected wallets.
🏷️
Classifying Events
Running rule-based + AI classification to identify taxable disposals, income, and non-taxable transfers.
📊
Calculating Cost Basis
Applying your preferred method (FIFO/LIFO/HIFO) to open tax lots and compute realized gains.
📋
Generating Tax Summary
Building your CPA-ready overview: total gains, short vs. long term, estimated liability, and risk flags.
📨
Notifying Your Advisor
Sending your advisor a notification that your file is ready for review.
✓
Step 4 of 4 — Done!

You're CPA-ready.

Your transaction history has been imported, classified, and summarized. Your advisor has been notified and will review your file shortly.

YTD Realized Gains
—
Calculating…
Est. Tax Liability
—
Combined fed. rate
Transactions
—
Classified
Wallets Connected
—
Across all chains
ST / LT Split
—
Short-term / Long-term
Portfolio Value
—
Total holdings

Your advisor has been notified. They'll review your file and reach out with next steps. You can view your full tax position, documents, and messages in the client portal →

Go to My Portal →