SMARTCRM

Get a legal crypto tax report with just a few clicks! *Secure Transaction Import: Effortlessly connect hundreds of wallets, exchanges, blockchains, DeFi platforms and NFTs without compromising the safety of your assets. *Automated Tax Calculations: Generate your personal crypto tax report in full compliance with laws & regulations of various jurisdictions, including: • USA • Germany • France • Spain • Austria • Switzerland • Netherlands • Belgium *Comprehensive Reporting & Audit Trails: Benefit from in-depth reporting and detailed audit trails that leave no question about your transaction history unanswered. *Proactive Tax Optimization Receive personalized insights and suggestions on how to strategically optimize your crypto portfolio to minimize tax liabilities and and boost returns effectively. *Centralized Portfolio Tracking Keep an eye on all of your assets & transcations in real-time for more transparency and efficient portfolio management.

Are You Tired of: Reading about the new SECURE Act changes? Calculating RMDs on spreadsheets? Are you trying to track client RMD withdrawals to see if clients have taken them? Monitoring custodians who calculate some RMDs but not inherited accounts? Pondering which clients are Eligible Designated Beneficiaries (EDBs)? Wondering how to manage the new 10-Year Rule accounts? ProTracker RMD Allows You to Calculate: Successor Beneficiary options to facilitate the 10-Year Rule and continue the 10-Year Rule payout period for subsequent beneficiaries. A clear delineation of Eligible Designated Beneficiaries (EDBs), with special screens to track the 10-Year Rule Exceptions for spouses, chronically ill or disabled persons, children in school, and family beneficiaries within ten years of age of the decedent. A separate panel to track the expirations of 10-Year Rule accounts. A global 10-Year Rule Account screen to monitor all client accounts for expiration.