Feeling swallowed by crypto tax chaos? CoinTracker cuts through the tangle—born in 2017 by Jon Lerner and Chandan Lodha to tackle the tax headaches of Bitcoin, NFTs, and DeFi, it now powers over 2.5 million users and syncs $50 billion in assets daily, all with ironclad security and seamless integrations
A Swift Tour of CoinTracker Plans
Here’s your cheat sheet on CoinTracker’s six tiers—pick your perfect fit:
- Free Plan – Zero‑cost starter for up to 25 transactions with basic summaries and spam filtering
- Base Plan – $59/year for up to 100 transactions, plus the first $25 of staking off your cap
- Base+ Plan – $99/year covers up to 250 transactions for steady traders
- Prime Plan – $199/year, handles 1,000 transactions with full NFT & DeFi support and tax‑loss harvesting
- Ultra Plan – $599/year, up to 10,000 transactions, advanced analytics, and priority help
- Full Service Plan – $3,499/year, white‑glove service with a dedicated account manager for complex portfolios
Pro Tips to Nail Your CoinTracker Choice
- Volume Check – Match your trades to plan limits to keep surprise fees at bay
- Integration Power – Ensure your favorite wallets and 500+ exchanges sync flawlessly
- Report Generation – Look for one‑click IRS Form 8949 and Schedule D exports
- Tax Tools – Harvest losses automatically to trim taxable gains
- Support Style – From AI chat support up to live account managers at premium levels
- Fortress‑Level Security – Read‑only APIs, end‑to‑end encryption, and token-based 2FA keep your data locked down
Gear Up with Each Plan
Free Plan
What It Is: A no‑cost intro for up to 25 crypto moves—ideal for light dabblers.
Pros:
- $0 yearly fee
- Quick gain/loss snapshot
- Spam txn filtering
Cons:
- No NFT/DeFi coverage
- Caps at 25 transactions
The Cliff Notes: Perfect if your trades are just warming up.
Specs:
- Txn Limit: 25/year
- Price: Free
- Support: Helpbot only
- Tax Reports: Summary view
Ideal for entry‑level enthusiasts wanting a taste of crypto tax clarity.
Base Plan: $59/year
What It Is: Covers 100 txns with staking perks and CSV uploads.
Pros:
- Affordable starter
- First $25 of staking off‑limit
- Direct TurboTax/H&R Block export
Cons:
- No tax‑loss harvesting
- Email‑only support
The Cliff Notes: Balanced for casual traders craving solid reporting.
Specs:
- Txn Limit: 100/year
- Price: $59/year
- Support: Standard email
- Features: Basic DeFi & NFT sync
Light‑to‑moderate traders benefit from cost‑effective, accurate filings without extra fluff.
Base+ Plan: $99/year
What It Is: Upped to 250 transactions—perfect for steady portfolio builders.
Pros:
- Mid‑tier cap bump
- Spam filtering stays
- API & CSV support
Cons:
- Lacks advanced analytics
- Chat support off‑limits
The Cliff Notes: A smart step up for growing traders.
Specs:
- Txn Limit: 250/year
- Price: $99/year
- Support: Email & chat queue
- Features: Extended cap, portfolio tracking
For those whose trade tally has climbed—more room without the premium price tag.
Prime Plan: $199/year
What It Is: Manages 1,000 transactions with full DeFi, NFT, and harvest tools.
Pros:
- Tax‑loss harvesting
- Unlimited staking
- Detailed lot breakdowns
Cons:
- Heftier annual cost
- No phone support
The Cliff Notes: Mid‑power tier for serious enthusiasts.
Specs:
- Txn Limit: 1,000/year
- Price: $199/year
- Support: Priority email
- Features: Harvest & analytics
When you’re in the thick of trading, Prime keeps your tax game sharp and smooth.
Ultra Plan: $599/year
What It Is: 10,000 transactions, performance insights, 24/7 priority help.
Pros:
- High txn ceiling
- Premium analytics
- Round‑the‑clock support
Cons:
- Heavy hitter price
- Overkill for small portfolios
The Cliff Notes: For the power users who need speed and depth.
Specs:
- Txn Limit: 10,000/year
- Price: $599/year
- Support: 24/7 live chat
- Features: Deep analytics, harvest
- Ultra gives pro traders the muscle they need—fast, detailed, and always on call.
Concierge Plan: Full Service ($3,499/year)
What It Is: White‑glove on‑demand service with a personal tax manager.
Pros:
- Dedicated account lead
- End‑to‑end tax handling
- Priority feature requests
Cons:
- Premium price
- Designed for high‑stakes portfolios
The Cliff Notes: Tax peace of mind for complex, high‑net‑worth situations.
Specs:
- Txn Limit: Custom
- Price: $3,499/year
- Support: Dedicated manager
- Features: Full‑service filing
Let the experts juggle your filings—ideal for firms, firms, and power players craving turnkey treatment.
How to Fire Up Your CoinTracker Journey
- Sign Up & Pick a Plan – Hit “Start for Free” or choose your hero tier
- Link Wallets & Exchanges – Use read‑only APIs or toss in CSVs for every platform you use
- Review & Refine – Check auto‑categorized txns, tweak cost‑basis methods if needed
- Generate Reports – One click for IRS Form 8949, Schedule D, TXF, or CSV
- File or Export – Direct TurboTax/H&R Block integration or hand off to your CPA
- Optimize Next Year – Tap into tax‑loss harvesting insights to sharpen your strategy
FAQ’s
What plan suits occasional traders?
If you log under 25 transactions yearly, the Free Plan gives you basic gain/loss snapshots and spam filtering at zero cost.
Can I skip API keys and upload CSVs?
Absolutely—manual CSV uploads work seamlessly across all plans, though APIs keep your data in continuous sync.
Does CoinTracker work with TurboTax?
Yes—export your IRS Form 8949 directly into TurboTax or H&R Block, or grab a TXF file if you prefer.
Is my data bulletproof?
Yes—read‑only integrations, end‑to‑end encryption, and token‑based 2FA ensure your records stay under lock and key.
Parting Wisdom for Crypto Pros
CoinTracker isn’t just another tax tool—it’s your all‑in‑one engine for seamless portfolio insights and compliant filings, whether you’re a solo finance buff, a tax & law firm, or a fintech outfit. From zero‑cost starters to dedicated account management, every tier is built to handle your unique trading footprint and compliance demands with confidence. Ready to steer your crypto ship through tax season’s rapids? Pick your plan and conquer your crypto taxes today!
