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ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

No User Reviews. Be the first to provide a review:

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Description

Engaging in disciplined and proven investment strategies will help you effectively manage market fluctuations while achieving your comprehensive financial objectives, utilizing your entire array of assets, including cash, CPF, and SRS. You will gain access to institutional-grade, low-cost options featuring top-tier fund managers renowned for their expertise, expansive resources, and established success records. There are no sales charges or transaction fees involved, and you will receive 100% of trailer fee rebates, all while benefiting from a transparent, low all-in access fee. Additionally, our globally diversified portfolios are designed to support your critical life aspirations, and themed portfolios offer you the chance to capitalize on select market trends. By setting up an Endowus account, a trust account will be established in your name at UOB Kay Hian, which is Singapore’s leading brokerage. This setup ensures that your assets and transactions within the Endowus framework are documented by two separate entities that are licensed by the Monetary Authority of Singapore (MAS), distinguishing it from many other wealth management platforms that often pool clients' assets before connecting with their execution brokers. Consequently, this structure enhances the security and transparency of your investments.

Description

HashBooks offers a comprehensive online platform designed for cryptocurrency tax management and portfolio tracking, catering to a diverse audience that includes investors, traders, accountants, tax experts, exchanges, and crypto enterprises. The platform facilitates the importation of transaction data from various supported exchanges and wallets through secure methods such as read-only connections, public addresses, or by uploading CSV and Excel files, subsequently organizing this information within a collaborative ledger. Users have the capability to analyze their cost basis, assess gains and losses, monitor staking activities, and verify report figures against original records. HashBooks is equipped to handle tax calculations and generate filing reports for a total of eight jurisdictions, which encompass the United States, United Kingdom, India, Australia, Canada, Germany, Ireland, and Singapore. Among its features are tools for portfolio management, tax calculations specific to DeFi and NFTs, capabilities for accountant management, as well as API and white-label solutions for business partners. The platform offers a free plan that allows for portfolio tracking and estimated tax summaries for a maximum of 100 transactions and three connections, while its paid plans provide additional benefits such as country-specific filing reports and increased transaction capacity. Additionally, HashBooks ensures that users can easily navigate their tax obligations while maintaining a clear overview of their cryptocurrency investments.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

No images available

Integrations

Binance No 
Coinbase No 
Kraken No 

Integrations

Binance Yes 
Coinbase Yes 
Kraken Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$99/year
The free plan includes portfolio tracking and estimated tax summaries for up to 100 transactions and three connections; filing reports are not included. Paid plans are billed annually in US dollars and start at $99/year. Higher tiers add filing reports, higher limits, and additional features.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Endowus

Founded

2017

Country

Singapore

Website

endowus.com

Vendor Details

Company Name

BlockchainX

Founded

2021

Country

India

Website

www.hashbooks.tax/

Product Features

Product Features

Crypto Tax

Automated Data Import No 
Exchange Integration No 
Export Transactions No 
Historical Prices No 
Income Overview No 
Margin & Futures Support No 
Profit & Loss / Cap Gains No 
Staking / Lending / DeFi Support No 
Tax Form Generation No 
Tax Loss Harvesting No 
Wallet Integration No 

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