CPA & Tax Firms

Crypto clients, organized before you open the file.

Digital asset clients are time-consuming to serve — not because the tax work is complex, but because the intake is a mess. Most crypto clients arrive with a combination of exchange screenshots, incomplete CSV exports, and a vague recollection of what they did last year.

The Crypto Organizer is a structured intake system we install on your firm's website. It guides clients through a comprehensive questionnaire, collects their documentation, flags what's missing, and delivers a clean, CPA-ready submission packet — before your team opens the file.

01

Client Completes the Questionnaire

Installed on your website. Covers every digital asset activity type. Clients complete it before the engagement starts.

02

System Collects Documentation

Prompts for 1099-DAs, exchange exports, and wallet histories with clear instructions for every major platform.

03

Gaps Are Flagged Automatically

Missing documents, incomplete histories, and inconsistencies are identified before the packet reaches your team.

04

Your Team Receives a Clean Packet

Standardized, labeled, and organized. Exceptions already called out. Your CPAs open the file ready to work.

Everything your crypto intake needs.

The Crypto Organizer handles every step of the intake process — so your team never has to chase documents, decode screenshots, or sort through incomplete records again.

Structured Digital Asset Intake

A guided questionnaire installed on your firm's website covers every activity type — buys, sells, staking, DeFi, airdrops, NFTs, and wallet-to-wallet transfers. Clients complete it at their own pace before the engagement begins.

Exchange Data & 1099-DA Collection

The system prompts clients to upload their 1099-DAs, exchange CSV exports, and wallet transaction histories — with clear instructions for every major exchange. No more chasing documents one at a time.

Automatic Gap Flagging

Before the packet reaches your team, the system identifies missing documents, incomplete transaction histories, and inconsistencies. You receive a clean submission with exceptions already called out — not a pile of screenshots to sort through.

CPA-Ready Submission Packet

Your team receives a standardized, organized packet: all documents labeled, all activity types categorized, all gaps flagged. The intake work is done before your CPAs open the file.

Covers All Digital Asset Activity Types

Spot transactions, DeFi yield, liquidity pools, staking rewards, hard forks, airdrops, NFT mints and sales, and cross-chain transfers. The intake covers the full landscape of digital asset activity — not just simple buy/sell.

Reduces Crypto Client Engagement Time

The manual back-and-forth that makes crypto clients expensive to serve is eliminated before the engagement starts. Your team spends time on analysis and compliance — not intake coordination.

Built for CPA and tax firms serving digital asset clients.

Who This Is For

CPA firms currently serving crypto clients manually
Firms looking to add digital asset tax services as a revenue line
Practices that want to serve crypto clients efficiently without hiring specialists
Any firm tired of receiving incomplete, disorganized crypto intake from clients

Available as an add-on to any WYZ Marketing System installation.

Ask about the Crypto Organizer during your strategy call.