Service is horrible Service is horrible, always trying to sell you something else, and the data is not correct.

i did finally find a live person to… i did finally find a live person to give me the info i needed

locks up when updating holdings So many issues with using this software; every time I make entries and import new wallets, the platform takes FOREVER to update holdings. It is almost like the platform locks up every time I try to update holdings. I have had to message support at least 5 separate times to get them to release my holdings manually.

Questionable data, NO customer support Honestly, if you have a bunch of wallets and exchanges I’m not sure the numbers are even right. It’s gives a complicated mess of a spreadsheet that makes it very hard to compute basis and gain/losss. Secondly, they have non responsive customer support. I paid for an account last year and now I can’t access my account and get no response from custom support.

I had over 150 crypto transactions… I had over 150 crypto transactions across 3 exchanges, with margin use. After trying 3 competitors this was the one that successfully imported and linked them all. Robinhood was more difficult but I eventually had them manually imported into their provided spreadsheet. It was extremely easy to export the tax forms and then import into TurboTax as well! The only odd part was when there were exchange transfer fees and it didn't match up the export to the import but it all worked fine in the end. Spendy, but great product! Saved me lots of time and didn't need to go to a CPA.