CPA Firm
Year-End Reconciliation
847 clients
Wealth Manager
Portfolio Performance
$2.4B AUM
Exchange
1099-DA Preparation
12,400 forms
Fund Manager
NAV Calculation
3 active funds
High-Vol Trader
Gain/Loss Optimization
2.4M transactions
Bank
Custody Reporting
$890M assets
Payment Processor
Transaction Tracking
4.2M payments
CPA Firm
DeFi Reconciliation
340 clients
Wealth Manager
Tax Lot Assignment
$890M AUM
Exchange
Cost Basis Sync
8,200 accounts
Fund Manager
Compliance Filing
5 jurisdictions
High-Vol Trader
Staking Income Report
180,000 SOL
CPA Firm
Year-End Reconciliation
847 clients
Wealth Manager
Portfolio Performance
$2.4B AUM
Exchange
1099-DA Preparation
12,400 forms
Fund Manager
NAV Calculation
3 active funds
High-Vol Trader
Gain/Loss Optimization
2.4M transactions
Bank
Custody Reporting
$890M assets
Payment Processor
Transaction Tracking
4.2M payments
CPA Firm
DeFi Reconciliation
340 clients
Wealth Manager
Tax Lot Assignment
$890M AUM
Exchange
Cost Basis Sync
8,200 accounts
Fund Manager
Compliance Filing
5 jurisdictions
High-Vol Trader
Staking Income Report
180,000 SOL