Your customers get accurate tax forms.
Your engineers stay on the product.
If you're the general counsel or chief compliance officer at a cryptocurrency exchange or custodial wallet platform, this is your complete pipeline for filing federal broker tax forms (Form 1099-DA) on behalf of every customer — from raw on-chain transactions through to Internal Revenue Service submission and customer copies. No new engineers hired.
Before
12–18 mo
behind schedule with no in-house tax-reporting system and an approaching federal deadline
After
90 days
production pipeline live, 0 in-house reporting engineers added, form correction rate ≤ 0.5%
Built for platforms processing 100,000 to 10 million customer transactions per month.
End-to-end pipeline
-
1
On-chain transaction ingestion
Ethereum, Solana, Bitcoin + your internal transfer logs
-
2
Cost basis calculation
Per-customer method election, full lot-level audit trail
-
3
Form generation & federal filing
Direct submission to the federal filing portal
-
4
Customer copies delivered
Mailed or emailed; accessible in your branded tax center
Production pipeline live within 90 days
January 2027 is when your customers expect tax forms.
Federal rules now treat cryptocurrency exchanges and custodial wallet platforms as brokers. That means issuing a federal tax form — Form 1099-DA, the new broker reporting form for digital assets — to every customer who disposed of assets in the 2025 tax year. The first filing deadline is January 2027.
Hard federal deadline
January 2027 — covering every customer disposal in the 2025 tax year.
Complex math, at scale
Cost basis across bridging, staking, and liquidity positions requires specialized logic per customer.
No off-the-shelf solution
Consumer tax software and generic form-filing vendors do not cover broker-level reporting for digital assets.
Audit trail required
Every figure on every filed form must trace back to the source records that produced it.
One filing pipeline, five working parts.
Each component handles a distinct job in the reporting chain — so nothing falls through the gaps between your engineering team and January.
On-chain event normalizer
Reads raw blockchain transactions and your internal transfer logs, then maps every event — token wrapping, cross-chain bridging, staking rewards, liquidity-pool entries and exits — to its correct taxable meaning. Phantom gains don't appear on your customers' forms.
Cost basis calculation engine
Computes each customer's taxable gain or loss under the method they elected — first-in-first-out, last-in-first-out, highest-cost-first-out, or specific-lot identification. A complete lot-level audit trail is stored for every disposal.
Form generation & federal filing
Generates Form 1099-DA (the federal tax form for digital-asset brokers) in the required format, submits directly through the official federal online filing portal, delivers customer copies by mail or email, and tracks state-level filing requirements.
Branded customer tax center
A Tax Center embeds directly inside your platform's own authenticated interface — showing each customer their gains, losses, downloadable forms, and basis detail — branded as your product, not a third-party portal.
Regulatory rule library, kept current
Federal guidance on wash-sale rules for digital assets and income-recognition timing for staking and airdrop rewards continues to evolve. The rule library is updated every time new guidance is issued — so your customers always file under the most current rules, and you see a public changelog of every update.
Built for three platform types facing the same federal filing job.
Cryptocurrency exchanges
Series A to mid-growth stage. Core job: issuing accurate federal tax forms to thousands of retail customers before the deadline. Key challenge: correctly classifying on-chain events across multiple blockchains so customers don't receive notices for gains that never happened.
Custodial wallet platforms
Core job: tracking cost basis for customers who move assets between your custody platform and external wallets, then reporting disposals correctly. Key challenge: distinguishing internal transfers (not taxable) from sales (taxable) when the same on-chain address is used for both.
Registered digital-asset trading platforms
Core job: meeting the full federal broker reporting standard — not just gross proceeds but complete cost-basis reporting, beginning January 1, 2027. Key challenge: connecting the tax pipeline to existing trading records without disrupting live trading operations.
Filed on time. Low correction rate. Named support during the filing season.
We measure ourselves on the percentage of forms that need correction and reissue after initial filing. Each platform gets a named implementation engineer during the 90-day onboarding window, and a documented escalation path for federal filing questions throughout the January–April filing season.
≤ 0.5%
Target form correction rate after initial filing — compared to the manual average.
90 days
From signed contract to a live, production-ready filing pipeline.
Named implementation engineer
Assigned for your full 90-day onboarding. One person who knows your stack.
Filing-season escalation path
Documented contact for federal filing questions during January–April, when it matters most.
Pay per form filed. One price. No surprises.
Pricing scales with the number of federal tax forms filed — not per user seat, not per transaction. Estimate your cost from the posted rates below without a sales call.
Volume tier
10,000 forms
Starter volume — suitable for platforms in early growth with a focused customer base.
Posted per-form rate
Volume tier
100,000 forms
Mid-volume — the typical range for Series A to mid-growth cryptocurrency exchanges.
Posted per-form rate
Volume tier
1,000,000 forms
High volume — for larger platforms and registered trading venues approaching the broker reporting standard.
Posted per-form rate
90-day implementation fee, stated plainly
No hidden onboarding charges.
Branded tax center included
No add-on charge for embedding in your platform.
Rule library updates included
No surcharge when federal guidance changes.
See your reporting readiness gap.
Answer eight questions about your current transaction volume, blockchain coverage, and filing timeline. Get a plain-language gap report showing what still needs to be built versus what this pipeline already covers.
Or request a scoped implementation proposal — production pipeline live within 90 days, form correction rate at or below 0.5 percent in your first filing season, and the rule library updated every time new federal guidance is issued.