Crypto tax that works,
built for accountants.
Reports that are traceable and quality-tested. DeFi handled natively — liquidity, lending, staking. And a source-of-funds report that shows the bank exactly where the money came from.
Multi-chain · DeFi & LP positions · source-of-funds (“expert”) reports · Israel jurisdiction today.
Two things other tools miss
DeFi that actually shows up
Liquidity, lending, and staking positions are tracked into your portfolio value and the full value-over-time graph — both today and historically. In other tools, the moment you provide liquidity on Uniswap or deposit into Aave that value drops off the balance and the chart. Here it stays, fully accounted for.
Source-of-funds, to your bank's rules
A built-in expert (source-of-funds) report traces every holding back to its origin and checks it against a configurable bank or authority policy — Bank Leumi today. You can show, lot by lot, which proceeds are acceptable to wire to your account.
A tour of the dashboard
Four tabs, each built to show its work — over a real, complex portfolio.
Your real balance — DeFi included
Most crypto-tax tools stop at spot holdings. The moment a client provides liquidity on Uniswap or deposits into Aave, those positions vanish from the balance — so the totals are simply wrong.
We track liquidity and lending positions as first-class holdings, so portfolio value and net-invested are actually complete.
Powerful DeFi drill-downs
Watch DeFi value over time, then drill from protocol families to pools to the individual positions inside them — each valued exactly, at every point in time.
New protocols are quick to add: the classifier architecture is built to extend, not rewrite.
Every figure traces to its source
Capital gains, income, expenses, and gifts — each headline number expands to the cost-basis lots behind it, laid out per operation and timestamp and traceable out to the block explorer, so an accountant can follow and verify exactly how every figure was reached.
Audit aids surface zero-basis disposals and stale open positions for the accountant to verify.
Innovative source-of-funds tracing
Configure a bank's policy once (Bank Leumi today). Every lot is tracked from its origin and coloured green when its source venue and coin are on the bank's whitelist — red when they aren't.
Trace any holding back through every hop to prove which funds can be wired to a bank account — the evidence banks and auditors ask for.
Why it's different
A conservation invariant, checked on every run
The engine proves — portfolio-wide, in its test suite — that no cost basis is created or destroyed. To our knowledge, no consumer crypto-tax product exposes such a check.
Liquidity positions taxed at their native unit
We model an LP position by its actual liquidity, not as a $0 NFT or a pair of spot disposals — so top-ups and partial closes keep their basis instead of leaking it.
Published methodology
Our tax treatments are written up as plain-language white papers, not hidden behind a black box. Read them, challenge them, sign off on them.
Configurable per jurisdiction / bank (compliance)
Tax treatment is a config file, not a code change — and so is each bank's compliance policy for source-of-funds. Plenty of tools do jurisdictions; the configurable bank/compliance layer is what sets this apart. Israel and Bank Leumi are wired today.
Easily extensible via AI. Supported today:
Exchanges
Networks
DeFi features
Who's behind this
I spent 20 years at Google as an engineering manager and technical lead — most recently leading analytics teams, responsible for measurement and high-quality datasets used across Google's own apps. Getting numbers right, in systems people audit, has been my whole career.
Crypto has been my passion for several years now. I am a DeFi expert, and built automated DeFi trading strategies. This toolkit began to solve my own problem — taxing non-trivial DeFi activity is a genuine gap — and continued far beyond, with innovative automated source-of-funds reporting strategies.
The collaborator pilot
We're onboarding a small group of accountants. The exchange is simple: real reports for your clients, in return for your professional feedback.
Bring a few clients
Share the wallet and exchange data for a handful of clients you want reports for.
We produce the reports
We run the toolkit and deliver tax and source-of-funds reports for those clients — under a mutual confidentiality and data agreement (free of charge).
You evaluate, we improve
You stress-test the numbers and tell us what real client work needs. Your feedback shapes the product.
See your clients' numbers, defensibly.
Bring a few clients and get real tax and source-of-funds reports, in exchange for your professional feedback.