CoinTracker Review 2025: Pricing, Plans, and Features
As cryptocurrencies develop into extra and extra a acknowledged monetary asset throughout most main jurisdictions, dealing with your crypto taxes with care turns into a ncessity.
CoinTracker positions itself as an answer to tackling what can in any other case be an amazing expertise, particularly for buyers who handle a number of exchanges, wallets, and on-chain transactions.
It presents automated portfolio monitoring, tax calculations, in addition to simple integrations with nearly all of mainstream exchanges – multi function single, easy-to-use dashboard.
Key takeaways:
- CoinTracker presents very clear dashboards and automated monitoring for taxes and portfolio efficiency.
- Tax studies are comparatively simple to genarate, CoinTracker additionally integrates with standard fiat bookkeeping instruments.
- The platform makes use of read-only APIs and end-to-end encryption.
- Its transaction-import system covers all main exchanges and wallets; guide evaluation is perhaps wanted for lesser-known merchandise.
The Verdict
CoinTracker presents a dependable and accessible crypto tax answer, particularly for those who worth automation and an intuitive interface. It options robust integrations with main exchanges and wallets, in addition to with standard fiat bookkeeping instruments comparable to TurboTax. The instrument makes importing transactions, cost-basis calculations, and general submitting lots simpler. Premium options embrace high-end help, in addition to tax-loss harvesting and extra. CoinTracker is a good answer for many crypto customers, primarily those that largely use mainstream platforms.
- Clean, intuitive dashboard
- Automated tax and portfolio monitoring
- Supports 500+ exchanges & wallets
- Generates IRS-ready tax varieties
- Integrates with TurboTax & QuickBooks
- Strong safety (read-only APIs)
- Manual evaluation wanted for advanced DeFi
- Weaker help for area of interest platforms
- Advanced instruments locked behind greater tiers
- Some integrations require setup
Onboarding & User Experience
Quick abstract: Registering an account with CoinTracker may be very simple. The onboarding course of can be guided, which is useful for newbies. There are a number of superior settings that you’ll have to configure, however the course of is easy.
Creating an account
First issues first, creating an account with CoinTracker may be very simple. You can use your Google profile, your Coinbase account, or your Apple ID. Of course, you may register with a standalone e mail tackle as effectively.
Once you open your account, the platform will information you thru a easy setup. This contains some fundamental questions comparable to your nation of residence, in addition to prompts to import your very first change. You can skip all of those and come again to them later in order for you.
If you do, nevertheless, CoinTracker will routinely set it up and current you with a dashboard, which already tracks your portfolio, based mostly on the data you’ve imported.
If you don’t, you may be introduced with a easy display like this one:
Advanced settings
Once you could have your account all arrange, I extremely suggest that you just check out the superior tax settings.
Go to Account (backside left) -> Settings -> Tax. This is the display that it’s best to see:
You ought to confirm these based mostly in your present tax jurisdiction and choose the suitable selection. Note that CoinTracker helps the preferred cost-basis calculation strategies – FIFO, LIFO, and HIFO.
Interface, dashboards, accessibility
CoinTracker’s interface may be very intuitive. In the left sidebar, you can find the whole lot you might want to monitor your portfolio. If you navigate to Account well being, additionally, you will see a few of the points that CoinTracker screens and alerts you for, comparable to:
- Exchange points
- Ignored change points
- Potential spam
- Resolved spam
Once you could have your whole exchanges and wallets imported, right here’s how an instance dashboard overview appears to be like like (picture courtesy of CoinTracker):
Importing wallets, change APIs, and extra
Importing your wallets and exchanges to CoinTracker may be very simple. On the highest proper of your homepage, you can find the “Add Wallet” button, and as quickly as you click on it, you will note the supported platforms.
You have a number of choices to import. These embrace:
- For Web3 wallets, you may join it by a CSV import or simply paste your tackle.
- For exchanges, you may import your CSV or paste your API key.
Supported platforms
CoinTracker helps a broad vary of exchanges and Web3 wallets. As talked about above, importing them may be very simple.
Supported exchanges:
- Binance
- Coinbase
- Kraken
- KuCoin, and extra.
Supported wallets:
- Coinbase pockets
- MetaMask
- Phantom
- Ledger
- Trezor, and extra
Core Features & Integrations
Quick abstract: CoinTracker helps greater than 500 exchanges, wallets, and blockchains. It imports knowledge routinely, calculates price foundation and beneficial properties, and is able to producing tax-ready varieties. It can present real-time portfolio alerts and insights, whereas additionally supporting superior tax methods like tax-loss harvesting.
Core Features
Automates Exchange & Wallet Imports
Right off the bat, CoinTracker permits you to import greater than 500 exchanges, wallets, and blockchains. If the automated import or the API syncing fails, it is possible for you to to add a CSV. Once you might be related, your full transaction historical past, which incorporates trades, transfers, staking earnings and different wallet-related actions, shall be pulled in a unified ledger.
This explicit automation reduces guide entry vastly and it helps you make sure that you don’t overlook any potential taxable occasions. For all the main exchanges, CoinTracker does a extremely good job in automating the imports.
However, a few of the lesser-known platforms and extra obscure blockchains would possibly nonetheless require guide uploads and evaluation.
Who it’s finest for: Investors throughout a number of exchanges or wallets searching for automation when filing crypto taxes.
Pros:
- Extensive change and pockets help.
- Minimal guide knowledge entry for main exchanges and Web3 wallets.
- Unified ledger of all transactions.
Cons:
- Less seamless for obscure exchanges and blockchain networks.
- Occasional guide CSV add could also be required.
Generates Tax Forms & Calculates Cost-Basis
CoinTracker will routinely calculate your cost-basis and your acquire/loss utilizing your related transaction historical past. In different phrases, it aggregates all the info and does the calculations on all of it on the similar time. The crypto tax tool will even routinely produce tax-ready paperwork, which embrace IRS Form 8949 and Schedule D for the US-based customers.
This explicit function is central to its worth – it converts uncooked transaction data right into a format that aligns with official tax reporting necessities. It can prevent a whole lot of hours of guide work. More importantly, it makes positive that the data is introduced in a compliant method and that there aren’t any errors when classifying taxable occasions.
However, remember the fact that for those who’re partaking in very advanced DeFi transactions and actions, it’s extremely advisable that you just take a second have a look at the outcomes and confirm that they’re right.
Who it’s finest for: Traders and buyers who want very correct tax documentation and minimal guide labor.
Pros:
- Automatically creates tax-form-ready paperwork.
- Supports a number of cost-basis strategies.
- Streamlines the general tax submitting course of.
Cons:
- Complex DeFi flows and transactions might require guide evaluation.
- Fewer non-US jurisdiction varieties are supported.
Tax-Loss Harvesting Features
If you’ve learn our article on the most effective ways to reduce your crypto taxes, you already know that utilizing tax-loss harvesting is high up on that checklist. If you haven’t, effectively, I strongly counsel you try this proper now!
Beyond fundamental import and reporting, CoinTracker also can determine tax-loss harvesting alternatives. It can break down tax tons, and thereby doubtlessly scale back your tax legal responsibility. This is one thing that makes it greater than only a common bookkeeping instrument – it additionally presents strategic worth.
For instance, the software program is able to flagging property that present unrealized losses, which can offset realized beneficial properties whenever you promote. This is a really robust function for proactive buyers, however in lots of circumstances it’s shielded behind a high-tier paywall, so full entry normally comes with elevated pricing.
Who it’s finest for: Active merchants who wish to optimize their tax outcomes.
Pros:
- Highlights tax-loss harvesting alternatives.
- Helps you optimize tax tons and tax discount methods.
- Adds worth past fundamental bookkeeping capabilities.
Cons:
- Requires correct and full transaction historical past.
- Feature is locked behind a dearer plan.
Tracks Portfolio in Real-Time
If you’re like me, you want seeing your whole property in a single place. CoinTracker offers you a dwell dashboard, which reveals your crypto holdings, asset allocation, in addition to the realized and unrealized beneficial properties/losses over time. This permits you to shortly and simply monitor your complete crypto portfolio all inside a unified dashboard.
This is useful, as a result of you may perceive not simply the tax implications, but additionally your general portfolio well being and make higher monetary choices. The view may be very clear and up to date and you don’t have to modify between exchanges.
Of course, its accuracy is strictly based mostly on the data you’ve imported, so lacking transactions can simply distort the broader overview.
Who it’s finest for: Investors who want visibility into their funding efficiency and tax publicity.
Pros:
- Unified portfolio monitoring dashboard.
- Real-time monitoring of acquire/loss.
- Improves decision-making.
Cons:
- Requires thorough knowledge import.
- Deeper analytics nonetheless restricted.
Security & Compliance Infrastructure
Undoubtedly, safety is a major concern if you end up connecting your APIs to monetary and crypto platforms. CoinTracker is utilizing read-only API integrations, in addition to end-to-end encryption, token-based two-factor authentication, and additionally helps many good contracts and dApps to replicate its protection.
This means you may belief it to deal with your transaction knowledge securely. Of course, whereas this degree of safety presents sure peace of thoughts, I extremely encourage you to confirm pockets permissions and to maintain your private credentials safe.
Who it’s finest for: Users who wish to prioritize knowledge safety and need audit-ready compliance for his or her crypto tax workflow.
Pros:
- Read-only API entry to guard consumer funds.
- End-to-end encryption and 2FA.
- Broad help for good contracts and dApps.
Cons:
- It would require the right setup of security measures.
- You would nonetheless should evaluation tax logic manually, at the very least firstly.
Integrations
CoinTracker integrates with QuickBooks and Xero. This means you may sync your crypto transactions instantly into these accounting ledgers. The integrations can additional streamline your tax workflow, particularly in case you are an accountant or a crypto-oriented enterprise by aligning crypto actions with fiat bookkeeping methods.
Moreover, CoinTracker additionally presents computerized exports to tax-filing platforms comparable to TurboTax and H&R Block Tax Software. This permits compliant crypto-tax studies which are prepared for whoever is dealing with your taxes.
Who it’s finest for: Accountants, tax professionals, crypto-oriented companies, and corporations with substantial actions within the business.
Pros:
- Seamless integration with QuickBooks and Xero.
- Can export on to TurboTax and H&R Block.
- Aligns the crypto transaction exercise with fiat accounting methods.
- Supports multi-client or enterprise workflows.
Cons:
- Some of the superior integrations require a subscription to paid plans.
- Configuration is perhaps a bit difficult for newbies.
Pricing Plans
Quick abstract: CoinTracker presents a free tier for many who are considering largely monitoring options. The paid plans begin at round $59 per tax yr and scale as much as high-volume tiers and enterprise options. Higher tiers unlock extra options and the next transaction depend.
Free Plan
Cost: $0
Includes: Unlimited imports (tax-form downloads require an improve), portfolio monitoring, import of change/wallets, dwell dashboard, and fundamental tax abstract.
Best for: Beginners or informal customers trying to check the platform, or who wish to consolidate their portfolio overview in a single dashboard.
Base Plan
Cost: $59/yr
Includes: Up to 100 transactions, all Free options + downloadable tax varieties, help for tax-software export, some staking-limit exclusions.
Best for: Intermediate crypto customers who’ve average commerce quantity and are usually not lively merchants.
Pro Plan
Cost: $199/yr
Includes: Up to 1,000 transactions, all Base Plan options + tax-loss harvesting, efficiency and portfolio analytics, precedence help.
Best for: The majority of lively merchants, multi-exchange customers, or those that have many wallets and search optimization instruments and greater transaction limits.
Full Service Plan
Cost: $3499/yr
Includes: You just about get a devoted account supervisor who handles the whole lot for you.
Best for: Very high-volume merchants, establishments, accounting corporations, or customers with very giant portfolios and transaction depend.
Performance, Reliability & Support
Quick abstract: CoinTracker delivers robust efficiency and reliability for almost all of crypto customers on the lookout for tax help. This is very true for these of you who use mainstream exchanges and normal Web3 wallets. Its help infrastructure can also be very stable and ranked extremely by 1000’s of customers.
Performance
CoinTracker’s system, normally, is developed to course of a big quantity of crypto transactions in an environment friendly approach. It helps greater than 500 completely different exchanges, Web3 wallets, and blockchain networks, offering computerized classification of transaction sorts and generates studies. Syncing knowledge from main change venues like Coinbase, Binance, and others, will most definitely go easily for you – because it did for me and many others. Portfolio monitoring updates are additionally very quick. At the identical time, for those who attempt to join lesser-known apps, likelihood is that you’ll have to do some guide work. But it’s necessary to notice that that is widespread for almost all of the best crypto tax software solutions.
Reliability
In my expertise, CoinTracker was performing reliably, and this appears to be the shared consensus. The real-time portfolio monitoring, in addition to the core options comparable to computerized tax-form technology, work persistently. Even in case you are utilizing an obscure change or wish to sync transaction knowledge for uncommon tokens, so long as you import the data appropriately, CoinTracker is more likely to deal with the remaining precisely and reliably.
Support
CoinTracker’s buyer help receives virtually solely constructive suggestions. Users on Trustpilot have given it a rating of 4.7 out of 5 based mostly on a whopping 1600+ opinions. According to nearly all of testimonials, the crew helps troubleshoot advanced imports and tax-form exports and supplies fast help.
CoinTracker Pros and Cons
Pros:
- Extensive integrations: The platform can hook up with over 500 exchanges and wallets, offering broad import protection.
- Strong help for tax reporting: CoinTracker permits you to generate IRS-ready tax varieties, export them to TurboTax (or different) and apply a number of cost-basis strategies.
- User-friendly portfolio dashboard: You’re in a position to monitor everything of your portfolio in a single unified dashboard, which additionally presents highly effective accounting insights.
- Proactive alerting: CoinTracker additionally comes with options comparable to tax-loss harvesting and an in depth breakdown of tax-lots.
Cons:
- Advanced options locked behind greater tiers: a few of the optimization instruments (comparable to full tax-loss harvesting) would require you to improve to a higher-tier plan.
- Manual work nonetheless required for lesser-known exchanges: The import automation is much less good for area of interest chains and lesser-known platforms.
- Support limitations: Premium help is reserved for top-tier plan prospects.
CoinTracker Alternatives & Comparison
Considering your options is all the time necessary. Some notable opponents to CoinTracker embrace Koinly, CoinLedger, TokenTax, and CryptoTaxCalculator.
You can discover a detailed breakdown and ocmparison within the following chart:
| Name | Key Pros | Price | Rating |
|---|---|---|---|
|
$59 – $599 |
20% OFF for Cryptopotato readers
|
|
|
$49 – $199 |
||
|
$49 – $199 |
10% OFF for Cryptopotato readers
|
|
|
$65 – $1999 |
||
|
$49 – $499 |
Frequently Asked Questions (FAQs)
Is it secure to make use of CoinTracker?
Yes. CoinTracker makes use of read-only APIs for imports, in addition to end-to-end encryption and two-factor authentication. It is taken into account secure to make use of, and there aren’t any reported incidents.
What is best than CoinTracker?
CoinTracker does a terrific job of automating transaction imports, calculations of cost-basis, and providing superior tax-reduction methods. However, Koinly is thought for superior change integration help and extra accessible product suite altogether.
Does CoinTracker report back to the IRS?
CoinTracker is just not a dealer or an change, and as such, it bears no duty to report back to the IRS. However, you, because the consumer, are obligated to supply the required tax varieties in keeping with the deadlines.
Is CoinTracker free?
CoinTracker has a free tier, however it’s restricted to largely monitoring options. If you wish to use any of the superior options, you’ll have to improve to a paid plan.
Conclusion: is CoinTracker Safe?
CoinTracker is usually considered a secure and dependable crypto tax and portfolio-tracking platform. It’s supported by robust safety requirements and a protracted operational historical past.
The proven fact that it makes use of read-only API connections signifies that it’s unable to maneuver or withdraw consumer funds beneath any circumstances. In different phrases, all pockets and change integrations are designed strictly for knowledge retrieval – this minimizes threat considerably.
In addition, CoinTracker is a good possibility for customers who commerce or make investments by mainstream crypto platforms and Web3 wallets.
Overall, CoinTracker is taken into account each secure and performant for informal buyers and even for high-volume merchants.
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