Blockchain & Digital Assets
CoinTracker Implementation & Integration.
Best Practicify configures CoinTracker for cryptocurrency investors who need both real-time portfolio visibility and accurate tax-compliant transaction history — connecting exchange accounts, wallets, and DeFi protocols to produce the cost basis records that make annual crypto tax filing a documentation exercise rather than a months-long transaction reconstruction project.
What We Deliver
Best Practicify's CoinTracker Capabilities.
Multi-exchange and wallet connection — API sync from 500+ exchanges and on-chain wallet tracking for Bitcoin, Ethereum, Solana, and other major blockchains, with CSV import for platforms without direct API support
Real-time portfolio valuation — current market value, unrealized gain/loss, and cost basis across all connected accounts in a unified dashboard with historical performance tracking
DeFi and staking transaction support — automated categorization of yield farming rewards, staking income, liquidity pool events, and bridge transactions for investors with active DeFi participation
Cost basis method selection — FIFO, LIFO, HIFO, and Specific ID methods configured per account or globally, with jurisdiction-appropriate defaults for US, UK, Canadian, and Australian filers
Tax report and import file generation — Form 8949, Schedule D, and TurboTax import files for US filers, with international tax report formats for non-US jurisdictions
Who This Is For
Is CoinTracker the Right Platform for Your Business?
Active cryptocurrency investors with portfolios across multiple exchanges who need both ongoing portfolio tracking and annual tax compliance in a single platform
Coinbase users drawn to CoinTracker's official Coinbase partnership and the simplified connection that provides more reliable transaction sync than generic CSV imports from Coinbase
Individual investors with primarily centralized exchange activity — trading, spot purchases, staking on major platforms — whose DeFi complexity does not require Koinly's deeper protocol support
Investors who tried to do crypto taxes in TurboTax or H&R Block directly and discovered that those platforms cannot handle multi-exchange activity, DeFi, or NFT transactions correctly without a dedicated crypto tax layer
Submit a Project Inquiry
Start Your CoinTracker Engagement.
Tell us about your project — current system, what needs to change, and your timeline. We respond within 1 business day with a direct answer, not a boilerplate proposal.
About CoinTracker
What You Should Know About CoinTracker.
CoinTracker is one of the most widely used cryptocurrency portfolio and tax platforms — trusted by over one million users globally and the official tax partner for Coinbase, which provides CoinTracker users with a verified, pre-populated transaction history rather than the CSV export and re-import process required for most exchange connections. For investors whose cryptocurrency activity is concentrated on Coinbase, this native integration reduces the most common source of missing or incorrect transaction data.
Its dual positioning as both a portfolio tracker and a tax platform distinguishes CoinTracker from pure-play tax tools. Investors who use CoinTracker throughout the year maintain an accurate running cost basis and portfolio view, making tax preparation a review exercise rather than a reconstruction project. Real-time unrealized gain/loss visibility also enables tax-loss harvesting decisions during the year — identifying positions where a strategic sale and repurchase could reduce taxable income before year-end.
Best Practicify configures CoinTracker for investors whose primary activity is centralized exchange trading, staking on major platforms, and standard DeFi participation. For investors with complex multi-chain DeFi activity, significant NFT portfolios, or transaction histories spanning many years across now-defunct exchanges, Koinly's deeper protocol support and larger exchange library is typically the more appropriate platform. Best Practicify provides honest guidance on platform selection before any configuration begins.
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Ready to Get CoinTracker Working the Way It Should?
Schedule a 45-minute advisory session — we review your current setup, identify gaps, and give you a clear picture of what implementation or optimization would require and return.