Koinly Partners: Which Crypto Tax Firms Are in the Directory?

Short answer: A Koinly partner is an accounting or tax firm listed in Koinly's own crypto accountant directory. The listing says the firm works with Koinly data and accepts crypto clients. It is not a licence, an exam or a Koinly employment contract, so the checking is still yours to do.
People search for "Koinly partners" for one of two reasons. Either the software has produced a report they do not trust and they want a human to take it over, or they have realised that reconciling a wallet history is a different job from filing a return and they want someone who does the first. The directory answers neither question on its own. It is a starting list, and this guide is about reading it properly.
What the Koinly Accountant Directory Is
Where the listings live
Koinly publishes a directory of accounting and tax firms at koinly.io/crypto-accountants, with a page per country underneath it and a profile page per firm at koinly.io/accountants/. Each profile carries a description written about the firm, the countries it serves, the services it offers and a contact route. A firm appears there because it works with Koinly exports and asked to be listed, not because Koinly audited its files.
What a Featured listing means
Some entries carry a Featured badge and sit above the alphabetical list. When the global directory was checked for this guide on 15 September 2026 it held 295 firm listings, seven of them Featured. The United States page held 68 listings, six of them Featured. A Featured badge is a placement in the directory. Read it as prominence, not as a verdict on quality.
What a listing does not tell you
The directory does not tell you whether a firm may sign your return, which chains it has actually reconciled, whether the person answering your email is qualified, or what it charges. Those four things decide whether an engagement works, and none of them is on the listing page. They are all checkable in ten to fifteen minutes, and the rest of this guide is how.
How the Directory Is Organised
The global list and the country lists
The global page lists every firm alphabetically after the Featured block. The country pages are the useful entry point, because tax is a jurisdiction question before it is a crypto question. A firm that is excellent on Australian crypto asset rules is of no use on a US return, and the reverse holds just as firmly.
Why one firm appears on several country pages
Many listings are multi-country, because reconciliation travels and filing does not. The data work behind a report is the same shape everywhere: ingest every exchange, wallet and chain, match the transfers between a person's own accounts, classify what is left, price it. The filing that sits on top of it is local, and a firm covering four countries usually reconciles in all four and files in one, or in none.
The Three Kinds of Firm You Will Find
Reading the descriptions in the directory, the listings fall into three groups. They solve different problems and they are priced differently.
| Kind of firm | What it is built to do | Best fit when | Watch for |
|---|---|---|---|
| Licensed preparer that accepts crypto clients | Prepares, signs and files the return; can represent you before the tax authority | Your data is already clean, or a notice has arrived | Reconciliation may be quoted separately or declined |
| Reconciliation specialist | Rebuilds the transaction history and produces the report pack | DeFi, bridges, dead exchanges, missing cost basis | Most do not file; you still need a preparer |
| General practice with some crypto work | Ordinary accounting and tax work, crypto handled as one more asset | A handful of trades on one exchange | Volume and DeFi activity outgrow this quickly |
Licensed preparers who accept crypto clients
In the United States the right to prepare, sign and represent belongs to certified public accountants, enrolled agents and attorneys, who the IRS describes as holding unlimited representation rights. Plenty of directory entries are firms of exactly this kind. What the credential does not carry is any digital asset component, which is why the crypto questions below matter separately from the licence check. Our guide to checking a crypto CPA's licence covers the register searches in detail.
Reconciliation specialists
These firms exist because the data is the hard part. The IRS treats digital assets as property, so every disposal needs an acquisition behind it, and a wallet history assembled from a dozen sources rarely supplies one cleanly. A specialist rebuilds the history, matches your own transfers so they stop reading as sales, classifies liquidity, staking and perpetual activity, and hands over a report pack. Most of them do not file, which is a division of labour rather than a gap. See what a crypto tax service includes.
General practices with some crypto work
A large share of the directory is ordinary accounting firms that accept crypto clients. For a person with fifty trades on one exchange and a broker form to match, that is a sensible and cheap answer. For anyone running DeFi positions across chains it usually is not, and the failure shows up late, as a report full of disposals with no basis attached.
How To Shortlist a Partner in Fifteen Minutes
Start on the country page
Open the country page for where you file, not the global list. If you file in two countries, shortlist from both and expect to engage a reconciliation firm once and a preparer twice.
Read the listing for chains and protocols
Descriptions that name chains, protocols and transaction types are worth more than descriptions that name adjectives. "DeFi, NFTs, staking, bridged transactions, liquidity pools" tells you what someone has touched. "Trusted, professional, affordable" tells you nothing that can be tested.
Verify the credential in a public register
If the firm will file for you in the US, confirm the credential rather than accepting the letters. The IRS publishes a directory of federal tax return preparers with credentials and select qualifications, and a CPA licence itself is confirmed with the state board of accountancy that issued it. In the UK, ask which professional body the firm belongs to and whether it is registered with HMRC for anti-money laundering supervision. In Canada and Australia, ask for the practitioner's registration number with the relevant regulator.
Four questions that separate a specialist from a generalist
- How do you treat a transfer between two wallets I own, and how do you prove the match?
- What do you do when an exchange has closed and I have no export from it?
- How do you handle a disposal whose acquisition is missing, and what do you report if it cannot be traced?
- What exactly do I receive at the end, and does it include a list of what could not be included?
The fourth question is the sharpest one. A firm that hands over figures without a source inventory is asking you to sign something nobody can audit. Our guide to fixing missing cost basis covers the third in depth.
What the Engagement Produces, and Who Files It
The report pack
A complete reconciliation engagement ends in a pack, not a number. Expect a capital gains report, an income report, the figures that populate the filing forms, an inventory naming every exchange, wallet and chain included, and a statement of anything that could not be included and why. In the US the gains detail lands on Form 8949 and totals carry to Schedule D.
Who signs the return
Whoever signs takes responsibility for the return. If your chosen partner is a reconciliation firm, it produces the pack and your own preparer files from it, the same way they would file from a brokerage statement. If your chosen partner is a licensed preparer, ask before you engage whether reconciliation is inside the fee or quoted separately, because that single answer usually explains a quote that looked cheaper than the others.
Koinly Partners Outside the United States
United Kingdom
HMRC expects disposals of cryptoassets to be reported, and publishes guidance on when tax is due on selling cryptoassets. Section 104 pooling makes the reconciliation harder than a simple gains list, so ask a UK firm how it pools. See who may file a UK return.
Canada
The Canada Revenue Agency sets out its treatment in a guide for crypto asset users and tax professionals, and adjusted cost base tracking is the mechanical difference from a US engagement. See choosing a Canadian crypto tax accountant.
Australia
The ATO publishes its position on crypto asset investments, including the capital gains treatment and the records it expects you to keep.
South Africa
SARS states that normal income tax rules apply to crypto assets and that taxpayers must declare crypto asset gains or losses as part of their taxable income, with gains alternatively capable of being capital in nature, in its guidance on crypto assets and tax. Which of the two applies is settled by the taxpayer and their practitioner at filing rather than by a reconciliation firm.
Where CountDeFi Sits
CountDeFi is listed in Koinly's directory, as a Featured entry on both the global page and the United States page at the time of writing. We are crypto tax accountants and data scientists. We reconcile the history: every exchange, wallet and chain, transfers matched, DeFi classified, balances verified against the venue and the chain, with a source inventory naming what is in and what is not.
CountDeFi is not a CPA firm and employs no CPA, and we do not file returns or represent clients before the IRS. Your own CPA, enrolled agent or tax attorney files from the pack we produce. Chris Herbst is a Chartered Business Accountant in Practice (CBAP) with the Chartered Institute for Business Accountants and a General Tax Practitioner (GTP) with the South African Institute of Taxation. If that split is the one you need, our crypto tax accounting service is where the work is described, and Koinly versus hiring an accountant covers when the software alone is enough.
- IRS: Digital assets
- IRS: Understanding tax return preparer credentials and qualifications
- IRS: Directory of federal tax return preparers with credentials and select qualifications
- IRS: About Form 8949
- HMRC: Check if you need to pay tax when you sell cryptoassets
- CRA: Guide for cryptocurrency users and tax professionals
- ATO: Crypto asset investments
- SARS: Crypto assets and tax
- Koinly: crypto accountant directory (koinly.io/crypto-accountants), checked 15 September 2026
Frequently Asked Questions
Which crypto tax services are Koinly partners?
Koinly publishes the list itself in its crypto accountant directory at koinly.io/crypto-accountants, organised by country with a profile page per firm. When it was checked for this guide on 15 September 2026 it carried 295 listings worldwide and 68 in the United States, a mix of licensed preparers, reconciliation specialists and general accounting practices. CountDeFi is one of the Featured entries.
Does Koinly vet the firms in its directory?
Treat the listing as a directory entry rather than an endorsement. It tells you a firm works with Koinly data and accepts crypto clients. It does not confirm a credential, a chain coverage claim or a price, so verify the credential in the public register of the country you file in before you engage anyone.
Is a Koinly partner an employee of Koinly?
No. The firms in the directory are independent businesses with their own engagement terms, their own fees and their own professional obligations. Koinly is the software; the firm is the service provider, and your contract is with the firm.
Do I need my own Koinly subscription to use a partner firm?
Ask the firm, because practice differs. Some work inside a subscription you hold, some hold the account for the engagement, and some work from raw exchange and chain data and use the software only to present the result. The answer changes what you pay and who holds the data afterwards, so settle it before the engagement starts.
Can a Koinly partner file my tax return?
Only if the firm holds the right to file where you are taxed. In the United States that means a certified public accountant, an enrolled agent or an attorney. A reconciliation specialist that is not one of those produces the figures, and your own preparer files from them.
What does a partner firm charge?
Fees are usually built on transaction volume and complexity for reconciliation, and on the return itself for filing. Ask which of the two a quote covers. A quote that arrives before anyone has seen the size and shape of your history is a guess, and the gap tends to appear later as a revised fee.
Is CountDeFi a Koinly partner?
Yes. CountDeFi is listed in Koinly's crypto accountant directory as a Featured entry, globally and on the United States page. We reconcile and report. We do not file US returns, and we are not a CPA firm.
Chris Herbst is the founder of CountDeFi, a crypto tax specialist whose qualifications span investment management, financial analysis, mathematical statistics and computer science. He holds the Chartered Business Accountant in Practice (CBAP) designation with the Chartered Institute for Business Accountants (CIBA) and the General Tax Practitioner (GTP) designation with the South African Institute of Taxation (SAIT). His combined background in investments, accounting and tax, mathematical statistics and computer science underpins his work in complex crypto tax reporting. This article is for educational purposes only and does not constitute tax, legal or investment advice. Consult a qualified tax professional for guidance specific to your situation. View our Editorial Policy.

