Accountants: get client crypto data without the chasing

For accountants and tax professionals with clients who hold crypto. Add a client, and their wallets come together in one place. Download a CSV or import into Bitcoin.Tax. Stop chasing clients for exports.

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Free to sign up. Pay per client, or take one yearly plan when you have more clients.

Chain Glance client list for an accountant: managed and shared clients, who each is assigned to, when they were last opened, and an Open button

Sound familiar?

Wallets on several chains

One client has a hardware wallet, a browser wallet and an old exchange account. Each one needs its own export, in its own format.

The client does not know how to export

You ask for a transaction history and get a screenshot, or nothing for three weeks.

The client cannot say what they did

Swaps, bridges, staking, a transfer to a friend. Nobody remembers, so you piece it together from the chain yourself.

How it works

  1. Add a client

    Enter their addresses yourself, or invite them to connect their own wallets. A managed client needs no email and no login.

    Add a client dialog with the option to create an account for the client, their name, an optional email, and who to assign them to

  2. Chain Glance pulls it together

    The full history for every wallet is gathered in one place, across 60+ chains.

    An accountant viewing a client in Chain Glance: the client's wallets and portfolio breakdown, with a Viewing as banner

  3. Export and get on with the work

    Download a CSV, or import into Bitcoin.Tax. Chain Glance gathers the data. It does not calculate tax.

    Confirm export dialog for a client: every transaction across all chains, all time, as a CSV

See which blockchains and wallets are covered, and what the CSV and Bitcoin.Tax exports contain.

What you get

Managed and invited clients

Add a client's addresses yourself, or send an invite. Clients who already pay for Chain Glance link to you free.

Extra users on the yearly plan

Roles are Owner, Account manager and Team member. Each user can work on any client, unless you keep one to yourself.

Activity log

See who opened which client, and when.

Hand the account over

When the work is done, you can hand the account over to the client.

Pricing

Free to start. One yearly plan when you grow.

Every price is per year. There are no monthly charges.

Free

$0

Pay $25 per client per year.

  • 1 user
  • Pay only for the clients you add
  • Upgrade to the yearly plan in the app any time
Start

Yearly plan

$375 per year

25 clients included.

  • Extra clients $10 each per year
  • Extra users $120 each per year
  • Sign up free, then upgrade in the app
Start
Bitcoin.Tax

Already on Bitcoin.Tax? Get 50% off the yearly plan's base price, or 5 clients free every year on the Free plan. It lasts as long as you pay for Bitcoin.Tax. Ask us for a code. Contact support

  • More-wallets upgrade: $15 per client per year.
  • Clients who already pay for their own Chain Glance plan link to you free and use no client slot.
  • If a client wants to log in themselves, they are on a normal Chain Glance plan. You can pay for it at 30% off.
  • A client licence lasts 12 months and covers 3 wallets and 45 addresses. The more-wallets upgrade raises that to 20 wallets and 1,000 addresses. Each client includes import, plus CSV and Bitcoin.Tax downloads. There is no background refresh and no notifications.

Want to see how personal plans compare? See Chain Glance pricing.

Frequently Asked Questions

Does Chain Glance calculate tax?
Not yet, but we're working on it. For now, Chain Glance gathers and organizes the wallet data. You can download a CSV for your own software, or import it into Bitcoin.Tax. See the export formats
What do my clients need to do?
Nothing, for managed clients. You enter their addresses and they never need an email or login. For invited clients, they connect their own wallets after you send the invite.
Do I pay every month?
No. Every price is per year. On either plan, each client is paid for once a year. The yearly plan costs $375 a year. See pricing
What if I have more than 25 clients?
The yearly plan includes 25 clients. Add more at $10 per client per year.
My client already uses Chain Glance. Do I pay for them?
No. Link to them for free. They keep their own plan and do not use one of your client slots.
I already use Bitcoin.Tax. Is there a discount?
Yes. Get 50% off the yearly plan's base price, or 5 clients free every year on the Free plan, for as long as you pay for Bitcoin.Tax. Contact us through the support page and we will send you a code. Contact support
Can my clients see their own data?
Yes, on a normal Chain Glance plan. If you want to cover the cost, you can pay for it at 30% off.
Which chains and wallets are supported?
Chain Glance supports 60+ chains and the popular wallets. The full lists are on the supported blockchains and supported wallets pages. See supported blockchains

Stop chasing clients for exports

Add the client, let Chain Glance gather the wallets, and download the file.

Start free