The Blockpit Crypto Tax Agent (CTA) is an account for tax advisors. With it, they access their clients' Blockpit accounts to prepare the crypto tax return, without clients having to share their password. You create a CTA on the login page via Switch to tax advisory registration and connect clients via Add Client.
This tax advisor account can create and manage integrations and transactions much like the classic Blockpit user account, thus completing the data entry for clients (simple Blockpit users) and generating final tax reports. Clients benefit because their tax advisor can access the shared Blockpit account securely and without sharing the password.
At a glance
You want to … | How it works |
create a CTA account | Login page › "Switch to tax advisory registration" |
connect an existing Blockpit user | CTA account › "Add Client" › "Invite existing Blockpit user" |
create a new user account | CTA account › "Add Client" › "Create new Blockpit user" |
approve access as a client | Email › "Accept Invitation" or Settings › "Shared Access" |
Crypto Tax Agent account overview and functions:
Functions:
▸ Adding and managing agents (team members)
▸ Creating, adding and managing clients (simple Blockpit users)
▸ Assigning agents to specific clients
▸ Customizing client details
▸ Changing status, notes and submission deadlines
▸ Opening the Blockpit client account
How do I create a Crypto Tax Agent account (CTA)?
1️⃣ Go to Blockpit.io and click Login.
2️⃣ Select that you want to sign up, then click Switch to tax advisory registration.
3️⃣ Fill in all fields and click Create account. You will then receive an email to confirm the account creation.
How do I connect/create a user account in the Crypto Tax Agent?
Connect an existing user account
1️⃣ Log in to your CTA account.
2️⃣ Click Add Client at the top right.
3️⃣ Select Invite existing Blockpit user as the setup type, enter your client's Blockpit account email and confirm.
4️⃣ Click Create User and tell the client to approve access to their account as described below.
Create a new user account
1️⃣ Log in to your CTA account.
2️⃣ Click Add Client at the top right.
3️⃣ Select Create new Blockpit user as the setup type.
4️⃣ Enter the user data, region data and a new password for the account.
5️⃣ Click Create User and tell the client to approve access to their account as described below.
Approval of access by the client
As soon as a client account has been connected or created, an invitation is sent to the client by email.
1️⃣ As a client, click Accept Invitation in the email you received OR open the settings (gear icon) in your own Blockpit account and go to the Shared Access section.
2️⃣ Approve the access in consultation with your tax advisor.
❗ Do not grant approval unless the invitation has been agreed with your tax advisor!
What happens next?
▸ Only after the client approves can the tax advisor access the account.
▸ In the CTA account you manage clients, agents, status, notes and submission deadlines and open the client account.
Typical mistakes
✗ Accepted an invitation without agreeing it first → unknown persons get access to your account
✗ Client has not accepted the invitation → the client account cannot be opened in the CTA
✗ Did not confirm the confirmation email after registration → the CTA account is not fully set up