Tools for tax practices

Coinfig's accountant workspace goes beyond per-client reports. Practitioners get point-in-time balance sheets, source-level reconciliation, firm member management and a live Xero integration that posts draft journals — not manual CSV handoffs.

Register your practice All features

Multi-client workspace

  • One login, every client — switch between books without shared passwords.
  • Per-client isolation: exchanges, wallets and transactions scoped to each engagement.
  • Clients invite your firm, or you onboard them from the workspace.
  • POPIA-style consent and access logging — who touched what, and when.

See the full practice overview on Coinfig for accountants.

Historical Balance

Generate a balance sheet as of any date — with RSA tax-year presets. Compare FIFO-calculated units against on-chain or exchange-reported balances and spot mismatches before you sign off. Export as PDF or CSV for the client file.

Balances by Source

See holdings broken down by each connected exchange and wallet. Export a CSV reconciliation table — the view practitioners use to confirm every source foots before filing.

Draft journals to Xero

Connect a client's Xero organisation via OAuth, provision crypto accounts (codes 940–948), preview monthly journals, and post them as DRAFT for partner review. Re-posting is idempotent — already-posted journals are skipped. Xero integration guide →

Organisation management

Invite firm members, assign admin or accountant roles, and manage access across every client engagement from one Organisation Management panel.

Frequently asked

How does client consent work?
Before an accountant accesses a client's data, Coinfig records consent — supporting POPIA compliance and giving you a defensible access trail.
What is Historical Balance used for?
It answers "what did this client hold on date X?" in both tax units and on-chain units. Mismatches highlight incomplete imports or classification issues before you file.
Does Xero integration post live or draft journals?
Draft. Journals land in Xero as DRAFT so your partner reviews and approves them before they hit the trial balance. You can also preview or download a Manual Journal CSV without posting.
How is practice billing structured?
Per-client tax-year licences or a workspace plan for the whole firm. Register your practice and we will match pricing to how your firm works.

This page is general information, not tax advice. Confirm your position with a registered tax practitioner.