TL;DR: The CoinTracking Full-Service is a comprehensive support solution for crypto investors. An expert team handles data imports, transaction validation, and tax report creation to ensure accurate, complete, and tax-compliant results, even for complex crypto activities. The Full-Service is a separate, additional paid service. It is independent of your regular CoinTracking subscription fee.
What is the CoinTracking Full-Service?
The CoinTracking Full-Service is designed for users who want to minimize the effort involved in manual data maintenance and tax calculations. Instead of managing imports, corrections, and tax logic yourself, experienced CoinTracking experts support you or take over the process entirely.
The service covers both technical and tax-related aspects and is available in more than 25 countries.
Note that the Full-Service is billed separately from your CoinTracking subscription. Booking a Full-Service package does not replace or change your regular subscription plan or its payment.
What does the CoinTracking Full-Service include?
The service offering includes:
Professional supportA specialized CoinTracking expert team ensures that all data is correctly captured, processed, and interpreted.
Data import and validationAssistance with importing transactions from exchanges, wallets, and blockchains, including checks for completeness, consistency, and errors.
Tax report creationPreparation of accurate and legally compliant tax reports, including complex cases such as DeFi, NFTs, margin trading, and futures.
What service packages are available?
The CoinTracking Full-Service is modular and offers several packages:
Onboarding CallAn introductory call to explain CoinTracking and review your requirements. The CoinTracking expert does not work directly in your account.
Premium SupportPersonalized assistance with using the CoinTracking software, such as data imports or troubleshooting. The CoinTracking expert does not work directly in your account.
Account ReviewA comprehensive review of your CoinTracking account and tax reports, including transaction validation and joint discussion of identified issues. The CoinTracking expert does not work directly in your account.
Basic Account ServiceSupport with extracting and importing trade data for users with up to 5,000 transactions. The CoinTracking expert prepares your account for you. Pricing depends on the number of transactions and the hours required to complete the account, and is confirmed as part of your individual quote (see "How does the ordering process work?" below).
Advanced Account ServiceFor users with a high number of transactions and complex activities such as DeFi, NFTs, or margin trading. The CoinTracking expert fully prepares your account for you.
Express Account ServicePriority handling for users with tight tax deadlines, including fast response times and individual support. The CoinTracking expert prepares your account for you.
Tax ServiceCertified crypto tax advisors prepare your tax reports and submit them to the relevant tax authorities. This service is only available in countries where CoinTracking has tax partners. For example, in the US, tax advisory is provided through CoinTracking's certified partner, ChainWise CPA. ChainWise CPA is a separate, independent company and not part of CoinTracking. CoinTracking has no insight into or control over the partner's internal processes or response times, so for follow-up on a consultation request with ChainWise CPA, please contact the CPA partner directly.
Important: Full-Service and tax deadlines
CoinTracking, including the Advanced Account Service or any other Full-Service package, is not a tax advisor and cannot grant or negotiate an extension of your tax filing deadline. A deadline extension can only be obtained by mandating an actual, licensed tax advisor. Booking a CoinTracking service on its own does not extend any official filing deadline.
What data is required for the Full-Service?
To use the Full-Service efficiently, the following information is required:
Exchanges and wallets usedA complete list of all platforms where crypto transactions took place.
Transaction historyDetailed records of all crypto transactions, including buys, sells, deposits, withdrawals, and transfers.
Special activitiesInformation on staking, mining, airdrops, DeFi transactions, NFTs, and other special cases. Airdrops and staking rewards are treated as their own, tax-relevant events and must be identifiable as such in your data.
Special casesA list of any presales, on-ramp purchases, or purchased nodes, as these require separate handling.
Tax-related informationDetails about your tax status, for example private individual, company, or professional trader.
Which data format is needed per exchange or wallet?
Depending on the platform, the Full-Service team needs one of the following:
- API key and secret – for most centralized exchanges, an API connection is the recommended way to import trade, deposit, and withdrawal data automatically. Setting up an API connection also helps avoid unintentionally overwriting previously imported data.
- CSV export – for exchanges that don't offer a suitable API, or where certain transaction types aren't covered by the API, a CSV export of the full transaction/trade history is required.
- Wallet address only – for pure on-chain wallets (e.g., AdaLite, VeChain) and for staked coins, only the public wallet address is needed. No CSV file is required. For wallets holding assets across several blockchains, an address is needed for each blockchain used.
Dedicated import instructions are available for many exchanges and wallets, including Binance, Coinbase, Kraken, Nexo, OKX, eToro (Excel export), Trade Republic (CSV/Excel or PDF), MEXC, Coinex, Kucoin, Crypto.com, Bybit, Bitget, and Ledger Live (transaction history export). If you're unsure which format applies to your platform, the support team can confirm this for you.
If your account already contains decentralized wallet addresses from a previous import, the support team will identify these and confirm them with you rather than asking you to resubmit the same data.
You can send your data by email or another agreed medium. For larger data sets, the support team can also provide an upload folder to securely transmit your files.
How does the ordering process work?
- You submit your data or request (e.g., via email, upload folder, or the initial consultation).
- The support team reviews your data and gives you feedback on feasibility, the estimated time required, and the cost.
- Based on this, you receive an individual quote.
- Once you confirm the quote, you receive a payment link. Note that you need to be logged in to your CoinTracking account before completing payment.
- After payment is confirmed, you receive a booking link to schedule your appointment (e.g., via Google Meet or phone).
- The final invoice is only issued once the required service package has been clarified together with you during the appointment.
If there are any delays during processing (for example due to a high volume of requests or complex cases), this is communicated proactively, including an expected date when work will resume. During processing, the team may also reach out with follow-up questions about unclear transactions, or request missing historical data if an exchange export is incomplete.
How does the Account Review work?
The Account Review (including the annual account review) follows this process:
- You first import and validate your own data in your CoinTracking account and create your tax reports yourself.
- When you want the review to start, you simply reply to the confirmation email to let the team know you're ready. The timing is entirely up to you. You decide when to make use of the service.
- The CoinTracking expert reviews your account and tax reports for completeness, consistency, and errors.
- Afterwards, a joint video call is scheduled to discuss any discrepancies found and possible solutions.
Common data issues and how they're resolved
During data validation, a few recurring issues may come up:
- Faulty or incomplete API imports – if an API import produces incorrect results, the standard fix is to delete the affected data and re-import it.
- Bitget margin trading – there is a known issue where Bitget's data delivery for margin trading can include transactions that are not tax-relevant; these need to be filtered out manually.
- Missing transactions – the "missing transactions" tool can help identify transactions that CoinTracking cannot automatically match, using a time-precision filter to narrow down likely matches.
- Transfers between exchanges – for a deposit and withdrawal to be recognized as one transfer, their timestamps must be reasonably close to each other.
- Ticker mismatches – some coins require a corrected ticker symbol so that CoinTracking assigns the correct coin and price data.
- Coinbase balance errors – balance discrepancies on Coinbase are diagnosed and corrected in the account; once fixed, the tax report can be created.
- General balance errors for an exchange – if the calculated balance for a specific exchange looks wrong or distorted, re-importing the trade data for that exchange is usually required to correct it.
- Negative balances – negative balances shown in the Transaction Flow Report indicate missing or misclassified transactions and are investigated and corrected as part of the review.
- Incorrect cost basis – if the cost basis for certain coins is wrong (e.g., due to missing buy transactions), it is reconstructed and corrected based on the available data.
- Special transaction types (e.g., loans) – some transaction types, such as Bybit loan transactions, are not automatically imported via API (only trades and deposits/withdrawals are). Handling these may require a custom adjustment to the exchange importer by CoinTracking's development team.
For accounts with a very high number of transactions, manually transferring or re-entering data is avoided wherever possible, since it is considered error-prone. API connections or CSV imports are preferred instead.
How does the free initial consultation work?
The free initial consultation is used to understand your requirements and identify the most suitable service.
During the call, you can:
explain your current situation and challenges
ask questions about the available service packages
receive an overview of the process, scope, and next steps
The consultation is non-binding and helps you make an informed decision about using the CoinTracking Full-Service.
Summary
The CoinTracking Full-Service provides professional support for data preparation and tax reporting, as a paid add-on separate from your CoinTracking subscription. With modular service packages, clear data and format requirements per exchange/wallet, a structured ordering and review process, international availability, and optional tax advisor involvement, it is suitable for both simple and highly complex crypto portfolios.