Category
  • Fintechs
  • Infrastructure Providers
Use Cases
  • Treasury Management
Circle Products Used
  • USDC
Blockchains Supported
  • Algorand
  • Arbitrum
  • Avalanche
  • Base
  • Ethereum
On/Off-Ramps
  • No
Platform
  • Web
Free/Paid
  • Paid
Region
  • APAC
  • Europe
  • LATAM
  • Middle East and Africa
  • North America
Country
  • Australia
  • British Virgin Islands
  • Canada
  • Cayman Islands
  • Hong Kong
Support
FinTax

Effortless Crypto Financial Management and Tax Filing

FinTax specializes in Web3 finance and taxation with two main products: the FinTax Suite crypto management system and FinTax, which offers automated, professional financial and tax management services for crypto assets.

FinTax Suite

FinTax Suite is a comprehensive crypto financial management platform designed for Web3 businesses like mining enterprises, exchanges, and project teams. It offers a suite of tools for seamless integration, real-time asset management, and precise reporting.

Real World Application: FinTax Suite streamlines business operations by integrating wallet management, data acquisition, and asset pricing. The platform helps businesses consolidate and manage their entire crypto portfolio, providing real-time financial views and accurate reports.

Standout Features:

  • Multi-Source On-Chain Data Integration: Ensures improved efficiency and data accuracy for businesses.
  • Automated Tracking of Gains and Losses: Tracks both realized and unrealized profits/losses automatically.
  • Cost Method Support: Supports FIFO, WA, and other methods to calculate costs and profits.
  • Big Four & CPA Expertise: Tailored solutions with precise strategies from expert CPA teams.

FinTax Individual Crypto Tax Platform

FinTax for individuals simplifies crypto tax filing, allowing personal users to manage their tax obligations quickly and accurately. The platform is designed for seamless tax filing with comprehensive tax forms and easy-to-use features for non-expert users.

Real World Application: FinTax for individuals automates crypto tax filing, ensuring accurate calculations and compliance with global tax regulations. With an intuitive dashboard, it handles complex tax situations without requiring users to dive deep into tax rules.

Standout Features:

  • Effortless Tax Filing: Quickly file taxes in just 10 minutes, with the platform generating all major tax forms from different jurisdiction regions. Ensures the highest level of data protection for personal users.
  • Global Tax Filing Support: Facilitates tax filing in multiple regions with support for key compliant countries like the United States, Canada, Australia, New Zealand, Japan, Hong Kong, and Singapore.
  • No Need to Study Tax Rules: The system is designed for simplicity, so individuals don’t need to understand complex tax laws.

Use Cases

Intelligent Crypto Asset Management

FinTax Suite offers a comprehensive solution to manage crypto assets more efficiently. FinTax supports fetching data from 40+ exchanges and 70+ public blockchains, including ecosystem assets such as rune inscriptions and NFTs. It automates the management of on-chain wallets and continuously tracks the prices and profits/losses of crypto assets in real-time, reducing manual intervention. This system allows businesses to dynamically monitor their assets and easily query data based on asset type, time, and other dimensions. By automating these processes, it ensures accurate and up-to-date information, helping businesses make well-informed financial decisions.

Automated Financial Accounting and Reporting

FinTax Suite streamlines financial accounting by automatically calculating crypto asset transactions and generating essential financial reports. The embedded financial engine automatically handles the calculation of asset values, ensuring the accurate generation of both management and financial reports. This reduces manual errors and accelerates reporting processes, providing businesses with precise financial data that supports strategic decision-making and enhances financial transparency.

Comprehensive Automated Financial Processes

FinTax Suite enables a seamless, fully automated financial workflow by connecting with both business systems and financial systems (or directly integrating with general ledger interfaces). This ensures smooth management of crypto transactions, settlements, and accounting processes. The system’s built-in traceability and auditability features allow businesses to maintain clear and compliant financial records, supporting regulatory adherence and internal policy enforcement. By automating financial management, businesses can enhance risk management capabilities, make more informed decisions, and be better equipped to respond to the rapidly evolving landscape of the crypto industry.

Clear Management of Asset Transactions

For individual crypto investors or traders, FinTax simplifies the management of their asset transactions. The system automatically tracks and records every trade, purchase, and sale of crypto assets, ensuring a clear and organized overview of their investment activity. This allows users to easily view and access historical transaction data, making it easier to calculate gains and losses and manage portfolio performance. By centralizing and automating this process, it reduces manual tracking errors and helps users stay on top of their crypto activities.

Convenient Tax Filing with Guidance

FinTax streamlines the tax filing process for individuals by automatically fetching relevant transaction data from exchanges and wallets. The system’s intuitive questionnaire guides users through special tax scenarios, such as staking rewards or NFT transactions, ensuring that all necessary information is captured. Special education markers are provided for users with unique tax situations, ensuring that their filings are accurate and compliant. This makes filing taxes simpler, more accurate, and much less time-consuming, particularly for those with multiple assets or complex transaction histories.

Localized Crypto Tax Reporting for Global Compliance

For individuals living in different jurisdictions, FinTax provides customized tax report generation based on local tax laws and compliance requirements. Whether the user resides in a country with specific crypto tax regulations or a region with a unique tax structure, the system automatically adapts to these requirements. This ensures that tax reports are tailored to local rules, whether it’s for capital gains, income from mining, or other crypto-related income, helping users meet their regional compliance standards while reducing the complexity of tax reporting.

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