1. Tax engine (upstream)
Client syncs exchanges/wallets in Koinly-class software. Produce 8949 / complete tax report / 1099-DA reconciliation there.
Firm channel
CPA dual-stack playbook
Koinly (or CoinTracker / ZenLedger) calculates crypto tax. Lawenots closes mixed-asset entity books and produces CPA-verifiable evidence. Sell the stack — do not rebuild tax law inside your practice software.
2. Ingest into Lawenots
Export CSV → Lawenots crypto-tax import wizard. Lots, disposals, and income land in the investment sub-ledger with provenance tags.
3. Entity close + attest
Run readiness (including 1099-DA vs disposals when ingest is present). Lock the period. Optional Close + Attest → share /verify with the CPA.
4. Practice economics
Firm tier for multi-client orgs. Hire engagements when clients will not self-serve. Migration Kit for QB/Xero operating books alongside crypto-tax ingest.
Lawenots is bookkeeping software and optional done-for-you bookkeeping. It does not replace a licensed CPA, enrolled agent, or attorney. Nothing on this site is tax, legal, or investment advice.