One workspace, every client
Add each client to your practice workspace and switch between their books from a single login — no shared passwords, no spreadsheets.
For accountants & tax practitioners
Crypto tax for your whole client book
Coinfig turns messy exchange and wallet activity into filing-ready reports for every client — in one workspace, with the audit trail your practice needs.
Per-client isolation
Every client’s exchanges, wallets and transactions are kept separate, with access scoped to your firm. Clients can invite you, or you can onboard them.
Built-in audit trail
Consent and access are logged for POPIA compliance, so you have a defensible record of who touched what and when.
Draft journals to Xero
Connect each client’s Xero org via OAuth, provision accounts 940–948, preview monthly FIFO journals, and post as DRAFT for partner review. Xero setup guide →
Filing-ready outputs
Tax PDF, Audit Report, Complete Tax Bundle, and CSV working papers — plus Historical Balance and Balances by Source for pre-filing reconciliation. Practice tools →
Audit-defence data
The Data Completeness Score flags exchange history gaps before you file, so you are not signing off on an incomplete picture.
Register your interest
Tell us about your practice and we’ll get you set up with a workspace and walk you through onboarding your first clients.
Questions from practices
How does billing work for a practice?
Billing is per client. The workspace itself is free for your practice. Linking to a client, and staying linked, requires that client portfolio to be on the Advanced plan at R2,500/year (or $139/year outside South Africa). Either the client pays or your practice pays on their behalf, and discount codes apply as normal. Advanced is also the plan that carries the Audit Report, the Xero export and ring-fenced source pools, so it is the plan practice work needs anyway.
Can a client stay on a cheaper plan and still work with me?
They can keep working in Coinfig on Free or Starter and generate their own tax report, but the accountant link needs Advanced. Without it you cannot be given access to their books from inside the product. If a linked client drops below Advanced, the link stops until the plan is back in place.
Can my clients give me access to their existing account?
Yes. A client can invite your firm to their books, or you can create and manage the client inside your workspace from the start.
Which accounting software do you integrate with?
Xero is live today, with OAuth-secured draft journal posting and accountant multi-entity mode. Other packages are on the roadmap.
Is there a Coinfig certification for practitioners?
A Coinfig Certified Practitioner programme and a public, vetted directory of crypto-savvy accountants are coming. Register your interest below to be first in line.