Get Started & Switch
First steps, dashboard overview and key terms. Tax tool migration.
13 articles
Import Data
Connect exchanges, wallets, blockchains and files (CSV/Excel, Blockpit Template).
166 articles
Fix Your Data
Labels (A–Z). Resolve warnings, review transactions, label and merge.
65 articles
Tax Report & Tax Features
Tax report, tax optimization, holding period, source of funds, tax return.
6 articles
Account, Plus & Billing
Pricing, purchase, invoices, settings, tax advisor access.
26 articles
Get Help & News
Support, Expert Service, feature requests and Blockpit news.
3 articles
Latest updates: integrations, labels and features
First steps with Blockpit: set up in 4 steps
Blockpit Dashboard explained: Portfolio, Holdings, Integrations
Auto-merging: connect transfers automatically
Labeling and merging: basics and all labels
Understand the ledger and tax details of a transaction
Sync and re-sync: reload transactions
Resolve tips: what they mean and how to fix them
Tax Optimization: unrealized gains and losses
Create, download and save your tax report