We get it-taxes suck.
Be your client's hero and help them pay less.

Reconcile provides a real-time view of your client's portfolio and tax optimization opportunities so you can proactively save thousands from an unwanted tax bill.

No credit card required

Stocks & Options

Crypto & DeFi

Access your client's portfolio and tax strategies in real-time.

Reduce tax liability

Get automated tax optimization alerts for long-term holdings, wash sales, and tax-loss harvesting opportunities.

Real-time data

See your client's brokerage and crypto transactions in real-time.

Personalized insights

Get personalized tax optimization alerts and strategies automatically.

Here to solve your problems.

Our mission is to make tax software that actually works, saves you time, and helps you build your business.

Just hopped off a call with @JaiminDesai93 and got a peek at what they are building with @ReconcileMoney.

FA's you will want to put this company on your radar and pay attention...it'll be an important component in your tech stack--live tax information across all accounts.
— justincastelli.eth (@jus10castelli) March 30, 2022

It’s not the software it’s the documents. Reporting income and credit sources requires soooo many different forms. This is the hurdle. If clients had a handle on gathering documents tax pros could do their jobs much smoother.
— Nayo Carter-Gray, EA (@NayoCarterGray) April 15, 2022

I would love to see someone else reconcile $90k worth of SHIB transactions on a spreadsheet. About 400 transactions total. No crypto tax app available for you. How would you go about it? #TaxTwitter #CryptoTax
— SqueezeTaxes.eth🇵🇷🕊 (@SqueezeTaxes) April 5, 2022

Tax season fatigue is real.

Wish all of my DeFi/NFT degens well, but let’s not wait until the last minute next year.
— Jordan Bass, CPA Esq. LLM (@TaxingCrypto) April 17, 2022

We get it-taxes suck.Be your client's hero and help them pay less.

Access your client's portfolio and tax strategies in real-time.

Here to solve your problems.

Built for accountants & financial advisors.

We get it-taxes suck.
Be your client's hero and help them pay less.