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Custom Portfolio Tier and Concierge Services
Ash
This post tracks requests from our users for a custom portfolio tier and concierge services. Suggestions we’ve received include:
- Unlimited wallets and transactions
- Priority support
- Support by Phone or Web Conference
- Formatting of data for import via CSV
- Review of accounts to reconcile errors and identify missing information
- Verify that tax forms align with transactions
- Reconcile accounts over multiple tax years
- Analyze advanced transactions such as margin trading, NFTs
- Ability to consult with a tax expert
- Tax filing services
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اوكى
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Ash
Merged in a post:
Transaction Reconciliation Offering
Jadin
This would be a kind of white-glove service add-on where an actual crypto tax specialist works with you to find/fix all missing/incorrect transactions (due to API issues, pending exchange/wallet integrations, etc.) so that what you see in CoinTracker represents your real portfolio to 100% accuracy.
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I see a lot of pain out there over reconciling transactions. I have a programming background and expertise in auditing/reconciliation and I am helping a couple of my bookkeeping clients with their personal crypto portfolios because they know that I am good at what I do. Since I already built my own complete Excel based portfolio tools for integrating my data with Quickbooks. These help me with my portfolio and taxes. I use this product and one other to ensure complete accuracy. I have submitted the details that I have found and probable cause and conditions. I believe that the organization is stressed and at their limit right now so I am going to dive into seeing what I can do to mock up a tool for reconciliation. Because right now, I agree there is an urgent need. Tax time is rapidly approaching and I cannot even begin to entertain a paid tax plan with inaccurate data.
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I agree fully. This can bring people actual transactions to their accountability
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idk why they Don't do this I have this i see so many youtube comments of people needing help and getting no answers back
I my self need help as well
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Yes, this would be a great service for both users to solve our questions, and you guys since you could charge extra revenue for it. Doesn't even need to be 24/7 live, async messaging is good too as long as we can see the message history too. +1 would purchase.
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Best thing that could happen is they release a new type of subscription that offers it and it won't be cheap. Problem right now is their staff is short. I love the idea because I few transactions that could be looked at...