Crypto Records
Crypto Records is a Canadian cryptocurrency bookkeeping and tax reporting firm serving individual crypto investors, tax professionals (400+ CPAs trained), and business owners with crypto exposure, using integrations with Koinly, Cointracking, QuickBooks, and Xero to deliver tax reports, recurring bookkeeping, and crypto-focused education.
- Company typePrivate
- Founded-
- HeadquartersCanada, Canada
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
Crypto Records firmographics
Firmographics- Name
- Crypto Records
- Legal name
- Crypto Records
- Website
- https://cryptorecords.ca
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Crypto Records is a Canadian cryptocurrency bookkeeping and tax reporting firm serving individual crypto investors, tax professionals (400+ CPAs trained), and business owners with crypto exposure, using integrations with Koinly, Cointracking, QuickBooks, and Xero to deliver tax reports, recurring bookkeeping, and crypto-focused education.
- Ownership category
- akta.pro rank
Crypto Records industry classification
Industry- Product category
- Cryptocurrency Tax & Bookkeeping Services
- NAICS
- Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Offices of Certified Public Accountants (541211)
- SIC
- Finance Services (6199)
- akta.pro primary industry
- Proof of Reserves, Attestations & On-Chain Audit/Assurance (FSADALAK)
Keywords
Where Crypto Records is headquartered
LocationHeadquarters
- HQ city
- Canada
- HQ country
- Canada
- HQ region
- North America
Offices1 record
Markets served
Crypto Records business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Crypto Tax Reports: Preparation of comprehensive crypto tax reports for individuals and businesses, including past years. Includes personalized notes, explanatory documentation, and audit support collaboration with client's accountant.
- Live Courses & Coaching: Paid educational programs including crash courses ($500 CAD group rate $400), Wallets to Ecosystems course ($1000 CAD group rate $800), and private coaching ($250/hour with additional attendees $100/hour each). Pre-recorded crypto bookkeeping course available.
- Private Groups Subscription: Paid Crypto Earner group for passive income learning (mining, staking, yield farming, etc.). Free groups available for different experience levels. Group sizes limited to 5-20 participants with periodic video calls.
- Free Koinly Setup (Lead Generation): Complimentary Koinly account setup and configuration provided at no cost to generate leads for paid services. Includes exchange/wallet imports and data integrity assessment.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| One time/ perpetual license | Pay-as-you-go | Crash Course - Core Elements of Cryptocurrencies |
| One time/ perpetual license | Pay-as-you-go | Wallets to Ecosystems Course |
| One time/ perpetual license | Pay-as-you-go | Crash Course for Tax Professionals (4 CPD Credits) |
| Unit Pricing | Pay-as-you-go | Private Coaching |
| One time/ perpetual license | Pay-as-you-go | Crypto Bookkeeping Pre-recorded Course |
| Freemium | Pay-as-you-go | Free Koinly Setup |
| Other | Pay-as-you-go | Crypto Tax Reports |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels6 records
Crypto Records product offering
Product offeringCore offering
Crypto Records prepares professional cryptocurrency tax reports and provides crypto-specialized bookkeeping for individual investors and tax professionals, reconciling transactions across multiple platforms and blockchains. The offering is supplemented by paid live courses, pre-recorded training, private coaching, and small private learning communities, plus a free Koinly setup used as lead generation.
Product overview
Crypto Records is a Canadian cryptocurrency bookkeeping and tax reporting service provider offering a unified platform of interconnected services. The core product is professional crypto tax report preparation, supplemented by educational offerings including paid courses (Crash Course, Wallets to Ecosystems, CT Academy partnership course), private coaching sessions, and free Koinly setup services. Additional offerings include Private Groups communities for ongoing learning and support for tax professionals. The company serves both individual crypto investors and tax professionals seeking to expand into crypto taxation services.
Differentiator
Problem solved
Functional benefit
Products and services
- Crypto Tax Reports Professional cryptocurrency tax reporting service for individual crypto investors and traders, including past-year filings, with detailed explanatory notes, audit support, and collaboration with the client's accountant.
- Crash Course: Core Elements of Cryptocurrencies Paid five-module live course covering blockchain basics, crypto use cases, ecosystem navigation, and a personal crypto toolkit, priced at $500 CAD per person or $400 CAD per person group rate.
- Wallets to Ecosystems Paid eight-module comprehensive course covering wallets, crypto ecosystems, resources, tools, passive income strategies (mining, staking, yield farming), and investment strategies, priced at $1000 CAD per person or $800 CAD per person group rate.
- Crash Course for Tax Professionals Four-hour live course designed for CPAs and tax professionals to understand cryptocurrency taxation, delivered live with verifiable CPA credits, summary notes, Quick Reference Cheat Sheets, and certificate of attendance.
- Private Coaching One-on-one personalized coaching sessions with a crypto professional active in crypto since 2017, offering flexible topic selection with theory and live practice demos, priced at $250/hour with $100/hour for each additional attendee.
- Crypto Bookkeeping Course (CT Academy Partnership) Five-module pre-recorded course in partnership with CT Academy teaching crypto bookkeeping and tax report preparation, enabling learners to reconcile data and create their own crypto tax reports.
- Private Groups (Paid Crypto Earner Group) Paid private community group of 5-20 participants with periodic video calls focused on crypto passive income strategies (mining, staking, yield farming), with live demos, Q&A, and guest speakers.
Quantifiable outcome
- 70% of their clients will need to amend prior years' returns
- +4 more outcomes
Companies that use Crypto Records
Customer profileNamed customers3 records
Segments3 records
Ideal customer profiles6 records
Crypto Records technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
Crypto Records partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- CT AcademycoreEducational partnership for crypto bookkeeping course delivery. CT Academy (ctacademy.io) collaborates with Crypto Records to provide a 5-module pre-recorded crypto bookkeeping course. Students can learn at their own pace and create their own crypto tax reports. Referral pathway exists between platforms.
- KoinlycorePrimary crypto tax reporting software platform used by Crypto Records. Provides popular crypto tax reporting for investors. Crypto Records offers free Koinly setup as a lead generation service. Company provides discounted Koinly subscription referrals.
Scale indicators4 records
Recent moves5 records
Expansion highlights4 records
Crypto Records competitors and assessment
Company assessmentDirect peers
- ZenLedger: Crypto tax and accounting platform serving both individual investors and tax professionals. Closely comparable to Crypto Records in offering tax-pro partnerships, similar to Crypto Records' CPA channel.
- Blockpit: European-headquartered crypto tax and portfolio tracking platform (formed via Accointing merger). Competes in the same tax-prep category and serves similar individual investors.
- CoinTracker: Major consumer-focused crypto tax and portfolio tracking platform that automates capital gains calculations across wallets and exchanges. Overlaps directly with Crypto Records' tax-prep offering and serves the same individual investor segment.
- TokenTax: Crypto tax preparation service that combines software automation with optional human expert review. Operates in a similar niche to Crypto Records, offering both DIY and white-glove filing paths.
- Koinly: A leading crypto tax calculation software platform used by investors worldwide. It is both Crypto Records' primary technology partner and a direct competitor, since end-users can use Koinly directly to file without engaging a manual bookkeeping service.
- CryptoTaxCalculator: Crypto tax software with strong support for DeFi, NFTs, and complex transactions. Targets the same SMB/investor segment as Crypto Records and competes for the same tax-prep workflow.
- Ledgible: Crypto tax and accounting platform with CPA-facing tools and consumer tax filing. Comparable to Crypto Records' combination of investor-focused tax prep and tax-pro enablement.
- BitcoinTaxes: Long-running crypto tax calculation software. Similar positioning to Koinly/CoinTracker and competes with Crypto Records for the DIY portion of the market that still needs reconciliation help.
Broad incumbents
- TaxBit: Institutional-grade crypto tax and accounting platform serving enterprises, exchanges, and consumers. Broader scope and venture scale than Crypto Records, but overlapping customer base and tax-compliance positioning.
Regional players
- Wealthsimple Tax: Canadian online tax filing platform (formerly SimpleTax) that has added crypto support. Competes for the Canadian crypto investor filing workflow and is a regional incumbent relevant to Crypto Records' home market.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Crypto Records social profiles
Digital presenceCrypto Records compliance and trust
Trust signalCompliance1 record
Crypto Records financial estimates
Financial estimateRevenue estimate
Valuation estimate
Crypto Records leadership team
Management profileNumber of profiles
Profiles2 records
Crypto Records funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Crypto Records M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Crypto Records
What does Crypto Records do?
Crypto Records prepares professional cryptocurrency tax reports and provides crypto-specialized bookkeeping for individual investors and tax professionals, reconciling transactions across multiple platforms and blockchains. The offering is supplemented by paid live courses, pre-recorded training, private coaching, and small private learning communities, plus a free Koinly setup used as lead generation.
Is Crypto Records a public or private company?
Crypto Records is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Crypto Records founded?
Crypto Records was founded in -1. It employs 1 to 10 people.
Where is Crypto Records based?
Crypto Records is headquartered in Canada, Canada, in the North America region.
How does Crypto Records make money?
Four revenue lines are on record. Crypto Tax Reports are the primary driver. The others are live Courses & Coaching, private Groups Subscription and free Koinly Setup (Lead Generation).
Who are Crypto Records's main competitors?
Direct peers on record are ZenLedger, Blockpit, CoinTracker, TokenTax, Koinly, CryptoTaxCalculator, Ledgible and BitcoinTaxes. TaxBit is listed as a broad incumbent. Wealthsimple Tax is listed as a regional player.
Does Crypto Records have an API?
No public API is recorded for Crypto Records.
What industry is Crypto Records in?
Crypto Records's product category is Cryptocurrency Tax & Bookkeeping Services. Its primary akta.pro industry code is FSADALAK, Proof of Reserves, Attestations & On-Chain Audit/Assurance. Its NAICS code is 54121 and its SIC code is 6199.