Basislane is a CA-led specialist partner for firms with crypto clients. We reconcile multi-software portfolios, run on-chain forensics, and deliver partner-review packages — without forcing a new stack on your practice.
What partners get
Every engagement starts with a comprehensive NDA. Encrypted transfer channels, strict access controls, and white-label operation under your firm — we do not contact your clients unless you authorize it.
We’ve trained and led crypto accounting divisions at three CPA firms — building playbooks so internal teams could handle multi-software recon, DeFi edge cases, and partner-review packages without depending on ad-hoc offshore workflows.
Firm names withheld under NDA. Discovery calls can include anonymized process walkthroughs.
“We needed someone who would work inside our engagement model — not drop a foreign process on the team. Basislane adapted to our software and standards, and left us with workpapers partners could actually sign off on.”
Retail & HNW crypto tax: Koinly, CryptoTaxCalculator (Summ), Awaken.tax, CoinTracking, CoinTracker. Web3 entities: Integral, Cryptoworth, Summ Business, Breezing into QBO/Xero.
We work in the crypto tax platforms your firm already uses — clean imports, warning clearance, and export packages ready for your crypto tax review process.
Broker reporting reconciliation via our in-house 1099-DA Reconciler (Coinbase PDF ↔ Koinly capital gains). CPAs can explore the live tool free — complex cases and custom tooling available under engagement.
Multi-chain tracing across EVM, Solana, and L2s: bridges, wraps, airdrops, and perp P&L with documentation your reviewers can follow.
FIFO/cost-basis schedules, gain/loss reports, and client memos written for partner sign-off — not just software exports.
NFT mints, creator royalties, collection treasuries, and DAO treasury activity with full documentation for tax and board reporting.
We operate under your brand, engagement letter, and NDA. Your clients see your firm — not a third-party vendor logo.
Web3 entity bookkeeping is a primary Basislane practice — not an add-on. We deliver monthly MIS, fractional controller support, and crypto↔fiat bridge bookkeeping into QuickBooks or Xero using Web3 subledgers (Integral, Cryptoworth, Summ Business, Breezing).
Built for firms whose clients are operating entities, protocols, and treasuries — with the same white-label standards and partner-ready documentation as our crypto tax workpapers.
P&L, balance sheet, cash flow, and treasury views for Web3 entities.
Budgets, variances, and board-ready packs on a monthly cadence.
Stablecoin and crypto flows unified into a clean GL.
Integral · Cryptoworth · Summ Business · Breezing.
Free tooling and plain-English guides for CPA firms working crypto clients. More knowledge-base topics will land here over time.
Built for crypto tax workpapers (not full income-tax prep). Upload Coinbase Form 1099-DA PDF(s) and a Koinly Capital Gains Report CSV, run a 3-stage recon (grand totals → per-token → lot match), and export Excel / PDF workpapers.
You’ll need: Coinbase 1099-DA PDF + Koinly Capital Gains CSV (not Transaction History).
Predictable process. Your tools. Your review standards.
Scope, software stack, volume, jurisdictions, and seasonality. No client data required on the first call.
Executed NDA, access controls, and encrypted transfer of exports / wallet lists — only after paperwork is in place.
Software recon, on-chain labeling, 1099-DA checks, and workpapers built to your firm’s review style.
Deliverables under your brand for partner review. Optional training so your team can own more next season.
Typical response within 24 hours. Project turnaround usually 3–30 days depending on volume and complexity.
Illustrative hours and turnaround from transaction volume, processing speed, and scope. Not a quote — discovery calibrates pricing.
Hours ≈ (transactions ÷ speed) × complexity × scope multiplier
Scope multiplier = 1.0 for base reconciliation, plus the percentages of each extra service checked. Turnaround assumes ~8 productive hours/day. CPA time saved is an indicative range (≈1.5–2.5× specialist hours), not a guarantee.
Partner-review style schedules with line-item trails — structure of what we deliver.
Sample engagement · Koinly + CTC + Awaken (fictional)
| Platform / software | Txn count | Warnings | Status | Realized P&L |
|---|---|---|---|---|
| Koinly — EVM wallets | 4,820 | 0 | Clean | $142,850 |
| CTC (Summ) — Solana | 2,140 | 0 | Clean | ($12,400) |
| Awaken — Hyperliquid perps | 1,890 | 0 | Custom | $48,220 |
Founder & Lead Crypto Accounting Specialist
I founded Basislane after watching firms struggle with providers who imposed rigid offshore systems on established practices. The friction cost more than it saved.
My approach is simple: adopt your tools and standards, deliver workpapers partners can defend, and leave optional playbooks so your team grows capacity — not dependency.
| Capability | Generic offshore / gig help | Basislane |
|---|---|---|
| Workflow fit | Often forces their templates | Works inside your crypto tax platforms & firm review process |
| Confidentiality | Varies by vendor | NDA before any wallet or export |
| DeFi / perps depth | Shallow labeling common | On-chain forensics + partner memos |
| 1099-DA era | Manual spreadsheets | In-house reconciler + custom tooling |
| Client relationship | Sometimes contacts clients | White-label; your brand only by default |
No questions match that search.
Book a 20–30 minute discovery call with Chirag Kotadiya, CA. Bring your software stack and approximate volume — we’ll map fit, turnaround, and a clear next step. NDA before any client data.
When you submit the discovery form, we use your name, firm, email, and request details solely to respond to your inquiry (including via email or calendar tools you opt into). We do not sell personal information. Client portfolio and wallet data are never collected through this website form and are only accepted after an executed NDA under separate engagement terms. For privacy questions, email partners@basislane.com.