Our Adviser Portal is a dedicated dashboard built for accountants and SMSF professionals to view and support their clients who invest in cryptocurrency with a Coinstash account.
With crypto investments becoming more common (and more complex in structures such as SMSFs!), the Adviser Portal gives you real-time visibility, EOFY reporting tools, and audit-ready documentation to help your clients stay compliant and reduce stress during tax time.
View-Only Real-time Client Visibility
Secure, read-only access to a client’s Coinstash portfolio
See transactions, asset holdings, and activity summaries
Supports multiple clients under one Adviser login
EOFY & Audit-Ready Reports
Get 30 June audited holding reports
Access client's transaction history and cash reports
Compatible with tools like BGL, Syla, Crypto Tax Calculator, and Koinly
Education & CPD
Access CPD-approved webinars and resources
Learn how to spot compliance issues early (e.g. personal use, staking, derivatives)
Stay up to date with SMSF + crypto regulatory guidance
Who Is It For?
The Adviser Portal is designed for:
Accountants with SMSF clients investing in crypto
SMSF administrators seeking better audit workflows
Crypto-savvy professionals looking to guide clients
Firms that want to streamline EOFY for multiple SMSF clients
How Does It Work?
Accountants sign up for free via the Adviser Portal registration page
Clients invite their accountant (or vice versa) using a secure referral link
The Adviser gains access to the client's portfolio - view-only, no trading or withdrawal permission
The Adviser can export reports, check activity, and provide proactive guidance
Accountants can invite other clients, use education resources, and participate in our partner program
🎁 Bonus: Up to $200 Client Referral Gift
When an accountant invites a new client to join Coinstash, the client receives up to $200 in bonuses.
Still have questions? Contact our support team or your account manager.