Digital Asset Reporting for Teams With Different Workflows but the Same Standard

NODE40 serves institutions, operators, and service providers that all face the same underlying problem: reporting gets difficult when the activity is complex and the record is weak. We help each segment build records that are easier to reconcile, explain, and defend.

Role Activity Scale
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

Accounting Firms and CPAs

Accounting Firms and CPAs

Firms need a way to handle digital asset clients without turning every engagement into a spreadsheet cleanup exercise. NODE40 helps accounting teams classify activity, preserve cost basis continuity, and produce evidence-backed records that are easier to review internally and support externally.

High-Volume Traders

High-Volume Traders

When transaction counts get large, the real problem is not volume alone. It is whether gains, losses, transfers, staking income, and DeFi activity can still be reconstructed and defended. NODE40 helps high-activity traders build a stronger reporting record at scale.

Exchanges

Exchanges

Exchanges need stronger reporting infrastructure for customer statements, tax workflows, and support requests. NODE40 helps teams track cost basis, transaction history, and digital asset activity with more context so reporting is less dependent on incomplete downstream reconstruction.

Wealth Managers

Wealth Managers

Wealth managers need digital asset reporting that fits into a broader fiduciary and client-service standard. NODE40 helps teams review balances, activity, performance, and tax support on top of records that are more explainable to both internal stakeholders and clients.

Fund Managers

Fund Managers

Funds managing spot, derivatives, staking, and DeFi positions need records that can support close, investor reporting, tax work, and audit scrutiny. NODE40 helps fund teams move beyond generic portfolio exports toward a reporting foundation that is more institution-ready.

Banks

Banks

Banks entering digital assets need reporting support that meets a higher standard of explainability and control. NODE40 helps teams follow activity from origin through transfer and disposition so digital asset records are easier to reconcile, review, and support.

Payment Processors

Payment Processors

Payment processors need transaction classification, reconciliation discipline, and reporting records that do not collapse under scale. NODE40 helps teams monitor digital asset payment activity with enough context to support finance, tax, and compliance workflows.