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Audience

CPAs, Investors, Wealth managers, Financial planners, Cryptocurrency investors

About Cointelli

Cointelli understands the practical difficulties that individuals face when organizing their tax data. That’s why it makes the tax reporting process as clear and straightforward as possible. An intelligent, all-in-one crypto tax solution, Cointelli’s unique technology lets you take care of everything in one place and save both time and money.

Built by certified CPA Mark Kang, Cointelli also provides accountants with customized features to allow them to communicate more effectively with their clients. Delivering a very high standard of accuracy at an affordable fixed price, Cointelli lets you stop wasting time and take the stress out of calculating your taxes.

Cointelli uses unique technology to help individuals, businesses, and CPAs plan their crypto tax savings. We specialize in helping you reap the most crypto tax benefits possible.

Pricing

Starting Price:
$49 per year
Pricing Details:
$49 per year
Free Trial:
Free Trial available.

Integrations

Ratings/Reviews - 18 User Reviews

Overall 4.9 / 5
ease 4.8 / 5
features 4.8 / 5
design 4.7 / 5
support 4.9 / 5

Company Information

Cointelli
Founded: 2021
United States
cointelli.com

Videos and Screen Captures

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Product Details

Platforms Supported
Cloud
Windows
Mac
iPhone
iPad
Android
Chromebook
Training
Documentation
Live Online
Webinars
Videos
Support
Phone Support
24/7 Live Support
Online

Cointelli Frequently Asked Questions

Q: What kinds of users and organization types does Cointelli work with?
Q: What languages does Cointelli support in their product?
Q: What kind of support options does Cointelli offer?
Q: What other applications or services does Cointelli integrate with?
Q: Does Cointelli have a mobile app?
Q: What type of training does Cointelli provide?
Q: Does Cointelli offer a free trial?
Q: How much does Cointelli cost?

Cointelli Product Features

Crypto Tax

Automated Data Import
Exchange Integration
Export Transactions
Historical Prices
Income Overview
Margin & Futures Support
Profit & Loss / Cap Gains
Staking / Lending / DeFi Support
Tax Form Generation
Wallet Integration
Tax Loss Harvesting
  • Jiho S.
    Student
    Used the software for: Less than 6 months
    Frequency of Use: Yearly
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "The best site for Crypto Tax "

    Posted 2022-03-27

    Pros: 1. Price: $49 is almost half of the other sites.
    2. Customer Service: Very friendly and super fast.
    3. Easy to use: Don't need to revise your raw data. Just upload the files.
    4. Accurate: The result was accurate.

    Cons: Couldn't check the current balance of my account. But the result was accurate.

    Overall: The best site I used for Crypto tax. I could get my Crypto Tax report with a 50% price than last year.

    Read More...
  • Jae Hyung I.
    Sr. Manager
    Used the software for: Free Trial
    Frequency of Use: Yearly
    User Role: User
    Company Size: 20,000 or More
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Highly recommended, very helpful and easy to use!"

    Posted 2022-03-25

    Pros: 1. Simple, easy, and intuitive.
    2. Very fast. Instant transaction upload and tax report download.
    3. You have 4 different options to upload your transactions which is very helpful.
    4. Easy to review all the transactions that you uploaded and also you have the option to fix it if anything is not correct.
    5. Real human gives you customer support through chat.
    6. Affordable price.

    Cons: 1. Could be helpful if Cointelli shows the From -> To, when there is an internal transfer case (transfers between my wallets)
    2. Could be great if Cointelli shows the numbers of coins that I have, after uploading all my crypto transactions.

    Overall: Highly recommended to try this great service.
    If you don't try, you will never know how good is this service.
    I thought preparing crypto tax is difficult but with the support of Cointelli's team, everything is super easy.

    Read More...
  • A Cointelli User
    Animator
    Used the software for: Less than 6 months
    Frequency of Use: Monthly
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "The understanding of this software for the masses! "

    Posted 2022-03-11

    Pros: I do find that the company giving a better experience making their workers and customers have a better understanding in financing for others.

    They have a nice manner when talking to their customers and making them understand how much they need to do to get out of the Red when it comes to making their debt disappear.

    Cons: I do believe that the wait times between talking to them on the phone to be a bit of a burden concerning that there a financing company.

    Overall: My experience with this software is good if someone is just starting to work with money like if they were out of high school or college and they are other working or making a business.

    Read More...
  • A Cointelli User
    Account Manager
    Used the software for: Less than 6 months
    Frequency of Use: Yearly
    User Role: User
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Great customer support"

    Posted 2022-03-08

    Pros: They have live customer service with the chat box. The agent was very friendly and responded quickly. They helped me to upload my transactions and get to my report.

    Cons: I saw a couple of typos on the website, but the system worked so it’s fine.

    Overall: Congrats to the developers, this is a wonderful tool. I couldn't believe how I was able to chat with an actual human immediately. Didn't have to jump through any hoops just to reach someone. 10/10 service.

    Read More...
  • A Cointelli User
    Freelancer
    Used the software for: Less than 6 months
    Frequency of Use: Monthly
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Very helpful"

    Edited 2022-03-07

    Pros: Real people answer the questions, the price, reliable process, and easy to use the whole process by myself.

    Cons: There are only few reviews of this company.

    Overall: I always wondered if my crypto tax filing could fail due to an inexperienced CPA. I'm not a millionaire, but sometimes u know, sometimes the imagination makes you nervous. So I was searching around for the best crypto tax filing companies. Literally, I searched everywhere and tested my case. I asked lots of questions to each company, but only Cointelli took care of everything. They gave me very supportive responses to my questions and even walked me through the process step-by-step. I think Cointelli offers the most accurate crypto tax reporting experience among the crypto tax filing companies.

    Read More...
  • James Y.
    Manager
    Used the software for: Less than 6 months
    Frequency of Use: Weekly
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Cointelli's policy is very clear and simple."

    Posted 2022-03-06

    Pros: The company’s policy is very clear and simple, nothing to think about it is all clearly stated in a one flat fee you get unlimited access and can load up to 100thousand transactions, just as it is implemented so that anyone can use it easily. The company’s policy and rates are easy to understand and concise.

    Cons: I am not sure yet and I will update if I find any.

    Overall: Fast, accurate, user friendly. Their team knows their taxes and they definitely understand cryptocurrency.

    Read More...
  • A Cointelli User
    Chef
    Used the software for: Less than 6 months
    Frequency of Use: Yearly
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Generating tax documents for TurboTax was simple and easy. "

    Posted 2022-03-01

    Pros: Generating tax documents for TurboTax was simple and easy. The affordable price is fit for infrequent crypto traders like myself ($49.00 covers everything).

    Cons: Will post if I find one in the future.

    Overall: Simple and easy program, I would use the tool again next year because it is affordable.

    Read More...
  • A Cointelli User
    Homemaker
    Used the software for: Less than 6 months
    Frequency of Use: Yearly
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "For my wallets"

    Posted 2022-02-28

    Pros: I have wallets with Gemini and Coinbase, so I thought it would be okay to use the free apps. But I ended up giving up on that because there were so many ads and I couldn't get it to work. Then, I thought I could just give my accountant my transaction history and be done with it, but he said he needed an actual tax report. I was frustrated. At this point I had no idea what to do, so I did some research on Google and YouTube and that's when I found Cointelli. They posted a step by step explanation of how to make a crypto tax report on my own. I bit the bullet and made an account with Cointelli and lo-and-behold I got it all done in minutes. They had simple instructions on their website and I could also follow along with their YouTube instructions too. Never going back to the free apps again!!

    Cons: It is not free and I was not so sure before I pay, how my tax report would look like.

    Overall: I like it overall, I think I will use this next year without hesitation. I don't have much more thing to say.

    Read More...
  • A Cointelli User
    Social worker
    Used the software for: Less than 6 months
    Frequency of Use: Weekly
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "User friendly and quick results. "

    Posted 2022-02-28

    Pros: It is very easy to use and results comes out extremely fast. I just had to simply follow instructions and upload files and rest of it, Cointelli takes care of it.

    Cons: There is not so much negative side of this platform. I love it overall!

    Overall: This is all new to me, and I was debating on whether I should use an accountant or try to do it by myself. I came across Cointelli when I was doing some research, and it was was so simple and easy to use. I was able to understand exactly what I needed to do from their simple instructions. Cointelli does most of the work, so I don't need to worry about it. All I had to do was upload my info and it was done like *that*. I feel like I saved so much money and frustration by using Cointelli. You should give it a try as well.

    Read More...
  • A Cointelli User
    Homemaker
    Used the software for: Less than 6 months
    Frequency of Use: Weekly
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Customer service is amazing! "

    Edited 2022-02-27

    Pros: Oh. My. Gosh. I have never had such friendly customer service before. They had a solution for every problem (of which there were very few).
    The 24/7 customer service that Cointelli promises was actually real. I was surprised that I got a reply so quickly, even late at night (2am EST).

    Cons: I just started to learning. Hard to say what I didn't like yet. At least so far so food.

    Overall: I have experienced other crypto tax sites- They just have that auto reply, “someone will contact you within 24 hours” even when I submit a simple question.
    I hope Cointelli’s system will stick around.

    Read More...
  • A Cointelli User
    Insurance claims
    Used the software for: Less than 6 months
    Frequency of Use: Monthly
    User Role: User
    Company Size: 1,000 - 4,999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Satisfied"

    Edited 2022-03-03

    Pros: Cointelli is simply, fast, and user friendly. The four steps to my sample 8949 form was simple and easy. My wallet was linked in a timely manner and uploading all transactions was fast and smooth.

    Had one question before sending the report to my CPA and the rep explained everything well.

    Cons: So far couldn't find any cons.

    Overall: Overall satisfied.

    Read More...
  • Peter W.
    Store Manager
    Used the software for: Less than 6 months
    Frequency of Use: Yearly
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Quick and convenient service "

    Posted 2022-02-20

    Pros: I finished my entire report in a few minutes. Granted I only had a couple of exchanges (Binance, Kraken, Nexo..) but they connected right away and I think it literally took like 20 minutes. They have an autofix feature so I could save much more time.

    Cons: Couldn't find any cons. It was fast and easy to use.

    Overall: Very good service. It was user friendly and quick. I'm glad that I found this. I kind of worried that how I could do it but with Cointelli, I could finish way easier and faster than I thought.

    Read More...
  • Ava H.
    Partner
    Used the software for: Less than 6 months
    Frequency of Use: Yearly
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "User friendly"

    Posted 2022-02-20

    Pros: I do CeFi along with DeFi and dabble in NFTs and they took all of my tokens and wallets. The software itself is totally user friendly so it didn't take much to learn how to use it.

    Cons: Nothing bad to say. I am satisfied with this product.

    Overall: Definitely the next generation of crypto tax software. I already introduced this to my friend as well.

    Read More...
  • Jessica K.
    Lender Associate
    Used the software for: Less than 6 months
    Frequency of Use: Yearly
    User Role: User
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Way better than other crypto tax software"

    Posted 2022-02-18

    Pros: Was able to connect all of my exchanges without any bugs or glitches. It was also very quick to upload all the transactions once i connected my exchange.

    Cons: I couldn't find any cons. Everything was quite convenient.

    Overall: Way better than other crypto tax software I've tried using. I tried 2 other software to compare and found this one gave the best savings and best pricing. Will be back next year.

    Read More...
  • Kelly L.
    Manager
    Used the software for: Less than 6 months
    Frequency of Use: Yearly
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Reasonable price!"

    Posted 2022-02-17

    Pros: I found Cointelli to have the best prices compared to others. They also offer discounts to new users so that was another plus for me. I didn't have that many transactions or gains so I was glad to save some money.

    Cons: Haven't found anything wrong with it.

    Overall: My first time using Cointelli, it was really excellent... Felt light and easy to do. It actually took seconds to upload my CSV files and only a few minutes to do my APIs. It was just simple and powerful.

    Read More...
  • Dick F.
    Customer Service Representative
    Used the software for: Less than 6 months
    Frequency of Use: Yearly
    User Role: User
    Company Size: 20,000 or More
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "User-friendly, straight forward"

    Posted 2022-02-17

    Pros: Compatibility with large number of exchanges and blockchains, ease of use, and significantly cheaper price than competitors.

    Cons: Nothing, it's so easy to use that it's astounding!

    Overall: Using Cointelli was an easy and painless experience for a task that is less than exciting. Try it for yourself!

    Read More...
  • Tyler R.
    Self-Employed
    Used the software for: Less than 6 months
    Frequency of Use: Yearly
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Pain-free crypto tax software"

    Posted 2022-02-11

    Pros: Customer service. User interface. Fast upload times. Low pricing. Simple process to download reports or send to my accountant as I choose.

    Cons: I couldn't find any downside. My whole experience was top notch. They really thought through every detail of the customer experience.

    Overall: From start to finish I was impressed with Cointelli. It was such a smooth experience from the time I made an account to finally getting my report. Absolutely recommend this product.

    Read More...
  • Jake S.
    Self Employed
    Used the software for: Less than 6 months
    Frequency of Use: Yearly
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Great Service"

    Posted 2022-02-10

    Pros: All my exchanges were accepted. It was very fast and simple to use. Very efficient. I had previously used cryptotrader.tax but I found Cointelli to be much smoother.

    Cons: I really didn’t encounter any issues. Everything was done smoothly.

    Overall: I highly recommend Cointelli. All my exchanges connected seamlessly and the calculations were all on point.

    Read More...
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