Features

Every feature is chosen to ensure we turn Reconcile into the most automated and robust capital gains tax planning platform you can think of.

Real-time data

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

Personalized insights

Get personalized tax optimization alerts and strategies automatically.

Flag missing information

When client data is missing, we flag those transactions automatically so you and your client can quickly resolve them.

Reduce tax liability

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

Multiple asset classes supported

As of now we cover securities and crypto portfolio tracking and will soon include real-estate, employee stock options, and other asset classes related to capital gains tax planning.

Broad integrations

Enable your clients to connect any brokerage or crypto wallet.