Investaxes

What is Investaxes?

Investaxes is a cryptocurrency tax reporting software platform designed to help individuals, tax professionals, and financial service providers calculate, understand, and report taxes on digital asset transactions.

Categories & Use Cases

Crypto Tax
Tax Compliance

Media

Screenshot of Investaxes Portfolio Dashboard with AI Tax Assistant

The Investaxes dashboard provides a consolidated view of cryptocurrency holdings across connected exchanges and wallets, including real-time balance valuations, asset allocation charts, and portfolio breakdowns.

The integrated AI assistant allows users to ask questions about their account, identify transactions requiring attention, review tax-related alerts, and receive guidance on resolving potential reporting issues, directly within the platform.

Screenshot of **Cryptocurrency Exchange and Blockchain Transaction Import**

Investaxes allows users to import cryptocurrency transaction histories from supported exchanges and blockchain networks through a centralized interface.

The platform supports major exchanges such as Binance, Coinbase, Kraken, Bitvavo, and Criptan, alongside blockchain networks including Bitcoin, Ethereum, Arbitrum, Base, and BNB Smart Chain.

Users can search and select their data sources, consolidate transactions from multiple platforms, and prepare their complete trading history for tax calculations and country-specific reporting.

Screenshot of Cryptocurrency Transaction Management

View, filter, edit, and categorize crypto transactions in one place. Manage trading fees, detect duplicates, correct transaction data, and make bulk edits to ensure accurate tax calculations and reporting.

Screenshot of **Cryptocurrency Transfer Reconciliation**

Match withdrawals and deposits across exchanges and wallets, identify unmatched transfers, and detect missing transaction history. Helps prevent internal transfers from being incorrectly classified as taxable events, improving tax reporting accuracy.

Screenshot of **Professional Cryptocurrency Tax Advisory Services**

Investaxes connects users with specialized crypto tax advisors who review transaction histories, identify missing information, and prepare tax filings. Users can request quotes, track progress, and securely share account data with advisors through read-only access.

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Screenshot of Investaxes Portfolio Dashboard with AI Tax Assistant The Investaxes dashboard provides a consolidated view of cryptocurrency holdings across connected exchanges and wallets, including real-time balance valuations, asset allocation charts, and portfolio breakdowns. The integrated AI assistant allows users to ask questions about their account, identify transactions requiring attention, review tax-related alerts, and receive guidance on resolving potential reporting issues, directly within the platform.

Investaxes

What is Investaxes?

Categories & Use Cases

Media

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