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Cointelli Description

Cointelli understands the practical challenges that tax data organization can present to individuals. It makes tax reporting as simple and clear as possible. Cointelli's unique technology is an intelligent, all-in one crypto tax solution. It allows you to manage everything from one place, and save both time AND money.

Cointelli was developed by Mark Kang, a certified CPA. It also offers accountants customized features that allow them to communicate with clients more effectively. Cointelli allows you to stop wasting your time and take the stress out tax calculations by providing a high level of accuracy at a fixed price.

Cointelli uses unique technology for individuals, businesses, CPAs, and CPAs to plan their crypto tax savings. We are experts in helping you to reap the maximum crypto tax benefits.

Pricing

Pricing Starts At:
$49 per year
Pricing Information:
$49 per year
Free Trial:
Yes

Integrations

Reviews - 18 Verified Reviews

Total
ease
features
design
support

Company Details

Company:
Cointelli
Year Founded:
2021
Headquarters:
United States
Website:
cointelli.com
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Product Details

Platforms
SaaS
Windows
Mac
iPhone
iPad
Android
Chromebook
Type of Training
Documentation
Live Online
Webinars
Videos
Customer Support
Phone Support
24/7 Live Support
Online

Cointelli Features and Options

Crypto Tax Software

Automated Data Import
Exchange Integration
Export Transactions
Historical Prices
Income Overview
Margin & Futures Support
Profit & Loss / Cap Gains
Staking / Lending / DeFi Support
Tax Form Generation
Tax Loss Harvesting
Wallet Integration
  • Name: Jiho S.
    Job Title: Student
    Length of product use: Less than 6 months
    Used How Often?: Yearly
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    The best site for Crypto Tax

    Date: Mar 27 2022

    Summary: The best site I used for Crypto tax. I could get my Crypto Tax report with a 50% price than last year.

    Positive: 1. Price: $49 is almost half of the other sites.
    2. Customer Service: Very friendly and super fast.
    3. Easy to use: Don't need to revise your raw data. Just upload the files.
    4. Accurate: The result was accurate.

    Negative: Couldn't check the current balance of my account. But the result was accurate.

    Read More...
  • Name: Jae Hyung I.
    Job Title: Sr. Manager
    Length of product use: Free Trial
    Used How Often?: Yearly
    Role: User
    Organization Size: 20,000 or More
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Highly recommended, very helpful and easy to use!

    Date: Mar 25 2022

    Summary: Highly recommended to try this great service.
    If you don't try, you will never know how good is this service.
    I thought preparing crypto tax is difficult but with the support of Cointelli's team, everything is super easy.

    Positive: 1. Simple, easy, and intuitive.
    2. Very fast. Instant transaction upload and tax report download.
    3. You have 4 different options to upload your transactions which is very helpful.
    4. Easy to review all the transactions that you uploaded and also you have the option to fix it if anything is not correct.
    5. Real human gives you customer support through chat.
    6. Affordable price.

    Negative: 1. Could be helpful if Cointelli shows the From -> To, when there is an internal transfer case (transfers between my wallets)
    2. Could be great if Cointelli shows the numbers of coins that I have, after uploading all my crypto transactions.

    Read More...
  • Name: Anonymous (Verified)
    Job Title: Account Manager
    Length of product use: Less than 6 months
    Used How Often?: Yearly
    Role: User
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Great customer support

    Date: Mar 08 2022

    Summary: Congrats to the developers, this is a wonderful tool. I couldn't believe how I was able to chat with an actual human immediately. Didn't have to jump through any hoops just to reach someone. 10/10 service.

    Positive: They have live customer service with the chat box. The agent was very friendly and responded quickly. They helped me to upload my transactions and get to my report.

    Negative: I saw a couple of typos on the website, but the system worked so it’s fine.

    Read More...
  • Name: Anonymous (Verified)
    Job Title: Freelancer
    Length of product use: Less than 6 months
    Used How Often?: Monthly
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Very helpful

    Edited: Mar 07 2022

    Summary: I always wondered if my crypto tax filing could fail due to an inexperienced CPA. I'm not a millionaire, but sometimes u know, sometimes the imagination makes you nervous. So I was searching around for the best crypto tax filing companies. Literally, I searched everywhere and tested my case. I asked lots of questions to each company, but only Cointelli took care of everything. They gave me very supportive responses to my questions and even walked me through the process step-by-step. I think Cointelli offers the most accurate crypto tax reporting experience among the crypto tax filing companies.

    Positive: Real people answer the questions, the price, reliable process, and easy to use the whole process by myself.

    Negative: There are only few reviews of this company.

    Read More...
  • Name: James Y.
    Job Title: Manager
    Length of product use: Less than 6 months
    Used How Often?: Weekly
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Cointelli's policy is very clear and simple.

    Date: Mar 06 2022

    Summary: Fast, accurate, user friendly. Their team knows their taxes and they definitely understand cryptocurrency.

    Positive: The company’s policy is very clear and simple, nothing to think about it is all clearly stated in a one flat fee you get unlimited access and can load up to 100thousand transactions, just as it is implemented so that anyone can use it easily. The company’s policy and rates are easy to understand and concise.

    Negative: I am not sure yet and I will update if I find any.

    Read More...
  • Name: Anonymous (Verified)
    Job Title: Chef
    Length of product use: Less than 6 months
    Used How Often?: Yearly
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Generating tax documents for TurboTax was simple and easy.

    Date: Mar 01 2022

    Summary: Simple and easy program, I would use the tool again next year because it is affordable.

    Positive: Generating tax documents for TurboTax was simple and easy. The affordable price is fit for infrequent crypto traders like myself ($49.00 covers everything).

    Negative: Will post if I find one in the future.

    Read More...
  • Name: Anonymous (Verified)
    Job Title: Homemaker
    Length of product use: Less than 6 months
    Used How Often?: Yearly
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    For my wallets

    Date: Feb 28 2022

    Summary: I like it overall, I think I will use this next year without hesitation. I don't have much more thing to say.

    Positive: I have wallets with Gemini and Coinbase, so I thought it would be okay to use the free apps. But I ended up giving up on that because there were so many ads and I couldn't get it to work. Then, I thought I could just give my accountant my transaction history and be done with it, but he said he needed an actual tax report. I was frustrated. At this point I had no idea what to do, so I did some research on Google and YouTube and that's when I found Cointelli. They posted a step by step explanation of how to make a crypto tax report on my own. I bit the bullet and made an account with Cointelli and lo-and-behold I got it all done in minutes. They had simple instructions on their website and I could also follow along with their YouTube instructions too. Never going back to the free apps again!!

    Negative: It is not free and I was not so sure before I pay, how my tax report would look like.

    Read More...
  • Name: Anonymous (Verified)
    Job Title: Social worker
    Length of product use: Less than 6 months
    Used How Often?: Weekly
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    User friendly and quick results.

    Date: Feb 28 2022

    Summary: This is all new to me, and I was debating on whether I should use an accountant or try to do it by myself. I came across Cointelli when I was doing some research, and it was was so simple and easy to use. I was able to understand exactly what I needed to do from their simple instructions. Cointelli does most of the work, so I don't need to worry about it. All I had to do was upload my info and it was done like *that*. I feel like I saved so much money and frustration by using Cointelli. You should give it a try as well.

    Positive: It is very easy to use and results comes out extremely fast. I just had to simply follow instructions and upload files and rest of it, Cointelli takes care of it.

    Negative: There is not so much negative side of this platform. I love it overall!

    Read More...
  • Name: Anonymous (Verified)
    Job Title: Homemaker
    Length of product use: Less than 6 months
    Used How Often?: Weekly
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Customer service is amazing!

    Edited: Feb 27 2022

    Summary: I have experienced other crypto tax sites- They just have that auto reply, “someone will contact you within 24 hours” even when I submit a simple question.
    I hope Cointelli’s system will stick around.

    Positive: Oh. My. Gosh. I have never had such friendly customer service before. They had a solution for every problem (of which there were very few).
    The 24/7 customer service that Cointelli promises was actually real. I was surprised that I got a reply so quickly, even late at night (2am EST).

    Negative: I just started to learning. Hard to say what I didn't like yet. At least so far so food.

    Read More...
  • Name: Anonymous (Verified)
    Job Title: Insurance claims
    Length of product use: Less than 6 months
    Used How Often?: Monthly
    Role: User
    Organization Size: 1,000 - 4,999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Satisfied

    Edited: Mar 03 2022

    Summary: Overall satisfied.

    Positive: Cointelli is simply, fast, and user friendly. The four steps to my sample 8949 form was simple and easy. My wallet was linked in a timely manner and uploading all transactions was fast and smooth.

    Had one question before sending the report to my CPA and the rep explained everything well.

    Negative: So far couldn't find any cons.

    Read More...
  • Name: Peter W.
    Job Title: Store Manager
    Length of product use: Less than 6 months
    Used How Often?: Yearly
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Quick and convenient service

    Date: Feb 20 2022

    Summary: Very good service. It was user friendly and quick. I'm glad that I found this. I kind of worried that how I could do it but with Cointelli, I could finish way easier and faster than I thought.

    Positive: I finished my entire report in a few minutes. Granted I only had a couple of exchanges (Binance, Kraken, Nexo..) but they connected right away and I think it literally took like 20 minutes. They have an autofix feature so I could save much more time.

    Negative: Couldn't find any cons. It was fast and easy to use.

    Read More...
  • Name: Ava H.
    Job Title: Partner
    Length of product use: Less than 6 months
    Used How Often?: Yearly
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    User friendly

    Date: Feb 20 2022

    Summary: Definitely the next generation of crypto tax software. I already introduced this to my friend as well.

    Positive: I do CeFi along with DeFi and dabble in NFTs and they took all of my tokens and wallets. The software itself is totally user friendly so it didn't take much to learn how to use it.

    Negative: Nothing bad to say. I am satisfied with this product.

    Read More...
  • Name: Jessica K.
    Job Title: Lender Associate
    Length of product use: Less than 6 months
    Used How Often?: Yearly
    Role: User
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Way better than other crypto tax software

    Date: Feb 18 2022

    Summary: Way better than other crypto tax software I've tried using. I tried 2 other software to compare and found this one gave the best savings and best pricing. Will be back next year.

    Positive: Was able to connect all of my exchanges without any bugs or glitches. It was also very quick to upload all the transactions once i connected my exchange.

    Negative: I couldn't find any cons. Everything was quite convenient.

    Read More...
  • Name: Kelly L.
    Job Title: Manager
    Length of product use: Less than 6 months
    Used How Often?: Yearly
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Reasonable price!

    Date: Feb 17 2022

    Summary: My first time using Cointelli, it was really excellent... Felt light and easy to do. It actually took seconds to upload my CSV files and only a few minutes to do my APIs. It was just simple and powerful.

    Positive: I found Cointelli to have the best prices compared to others. They also offer discounts to new users so that was another plus for me. I didn't have that many transactions or gains so I was glad to save some money.

    Negative: Haven't found anything wrong with it.

    Read More...
  • Name: Dick F.
    Job Title: Customer Service Representative
    Length of product use: Less than 6 months
    Used How Often?: Yearly
    Role: User
    Organization Size: 20,000 or More
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    User-friendly, straight forward

    Date: Feb 17 2022

    Summary: Using Cointelli was an easy and painless experience for a task that is less than exciting. Try it for yourself!

    Positive: Compatibility with large number of exchanges and blockchains, ease of use, and significantly cheaper price than competitors.

    Negative: Nothing, it's so easy to use that it's astounding!

    Read More...