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Crypto portfolio assistant

Track and manage your crypto investment performance.
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For Accountants

Enable your clients to stay compliant with virtual currency tax regulations.
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Crypto taxes

Accurately calculate your taxes and generate your tax reports.
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Enterprise

Differentiate your business with the gold standard in crypto tax compliance.
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Filing Taxes on Casa

CoinTracker integrates directly with Casa to make tracking your balances, transactions and crypto taxes easy.

Casa

Connecting your Casa account to CoinTracker

To add Casa transactions to CoinTracker manually:
  1. Head to your CoinTracker Dashboard > Portfolio > Transactions
  2. Select Add Transaction
  3. If you wish, you may round up the amount (if deposited) or down (if withdrawn) to make it more difficult to correlate this transaction with an on-chain event
  4. Likewise, you may blur the hour or minute value of the transaction timestamp
To add an address from your Casa account manually:
  1. Head to your CoinTracker Dashboard > Add Wallet
  2. From the wallet dropdown menu, select Public Address
  3. Add the BTC public address to CoinTracker.
To add your entire Casa account to CoinTracker:
  1. Log in to your account at Casa
  2. Select ‘Download Transaction History’ to get a full export of your transactions
  3. Since this export also includes your Testnet transactions, you’ll want to remove all transactions with Coin Type: TBTC
  4. We’d also recommend uploading your keysets separately - so they’re easier to track in CoinTracker - “Keyset Type: Phone”, “Keyset Type: Key Shield,” etc.
  5. Once your CSV(s) are ready, upload them to CoinTracker.
  1. Log in to your account at Casa
  2. Select ‘Download Transaction History’ to get a full export of your transactions
  3. Since this export also includes your Testnet transactions, you’ll want to remove all transactions with Coin Type: TBTC
  4. We’d also recommend uploading your keysets separately - so they’re easier to track in CoinTracker - “Keyset Type: Phone”, “Keyset Type: Key Shield,” etc.
  5. Once your CSV(s) are ready, upload them here.
Add Casa Account
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Frequently Asked Questions

How does syncing work?

How transactions and balances get synchronized from cryptocurrency exchanges.

See how does syncing work

Do I need to pay tax on my cryptocurrency? How do I get started?

See our Crypto & Bitcoin tax guide

Which tax forms do I need to complete? Do I need to file FBAR or FATCA for international exchanges?

See which tax forms do I need to complete

Have more questions about crypto taxes?

See our FAQ about taxes

Have more questions about CoinTracker?

See our FAQ about using CoinTracker