Custom Portfolio Tier and Concierge Services
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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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Sarah R - CoinTracker
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The Ultra Subscription provides this type of support. For tax advice we recommend CoinTracker Connect.
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.