Crypto expertise for your firm

In the open cooperation model, immediately: no technical setup at all is required – the cooperation agreement is sufficient. The white-label model is ready for use after a one-off setup of about one to three weeks – it is only a matter of configuration, not of buying software.

That is your decision. In the open cooperation model, we appear openly as a specialised cooperation partner. In the white-label model, we stay in the background: tax reports carry your logo, and communication runs via an email address of your firm. You regulate the involvement of a cooperation partner with the client in your engagement agreement.

Yes. Section 62a of the German Tax Advisory Act (StBerG) expressly permits the use of external service providers. The prerequisites are a documented confidentiality undertaking, restriction of data access to what is necessary, a cooperation agreement and a data processing agreement (Auftragsverarbeitungsvertrag) under Article 28 GDPR. We cover all of this with standardised contract documents – a one-off formal step.

In the open cooperation model, we hand over results by email and PDF. In the white-label model, accounting data, receipts and results are exchanged directly via the DATEV data centre; for the ongoing exchange of receipts with the client, DATEV Unternehmen online can also be used.

Yes. You receive the crypto bookkeeping either as a posting batch in DATEV format (CSV), which you import into DATEV Kanzlei-Rechnungswesen or another accounting program – or, with regular volumes, directly via the DATEV Buchungsdatenservice: the postings then flow through the DATEV data centre into your accounting without manual import.

Your firm. We deliver only the crypto parts: fully booked and reconciled business transactions, proof of holdings at the balance sheet date including valuation, and the associated documentation. You review and take over the postings into your accounting and prepare the annual financial statements, tax balance sheet and tax returns under your own responsibility, as with any other engagement.

Purchases, sales and swaps of crypto assets, payments to suppliers and incoming payments from customers, transaction and trading fees, and income from staking, lending, mining and airdrops. All transactions are valued at the rate at the time of the transaction, reconciled against wallet and exchange balances and posted to agreed accounts in SKR03 or SKR04 – on request according to your firm’s chart of accounts.

In the open cooperation model, Kanzlei Klein bills the crypto services directly to the client. No fee is paid for the referral. If your firm provides its own services within the engagement – such as obtaining data from the client or coordinating with the tax office (Finanzamt) – these are remunerated according to their scope. In the white-label model, you bill the client and we invoice you for our services. We discuss the specific terms in the cooperation call.

This is exactly where the greatest need for action currently lies: with the DAC8 data exchange, the tax authorities will receive reported transaction data from 2026. Until then, there is a narrow window for amended returns with exemption from prosecution under Section 371 of the German Fiscal Code (AO). We take care of the complete reconstruction and amended return as support work for your firm.

No. There is no upfront investment in software, training or staff. The technical infrastructure – such as the CoinTracking Corporate access – is on our side; billing is based solely on cases actually handled.

No, quite the opposite: the cooperation model is designed so that the engagement, including the rest of the tax return, stays with your firm. We supply only the crypto components – data preparation, amended returns or bookkeeping – and you integrate the results into the overall tax assessment or annual financial statements.