Onboarding
We guide you through gathering the right data sources and validate them to ensure nothing is missed from the start.
What is included in the step:
- Assistance in exporting transaction history from exchanges, wallets, DeFi protocols, and custodians.
- Validation of completeness by cross-checking data sources against client-provided information.
- Early identification of potential gaps (unsupported platforms, missing CSVs, inaccessible APIs).
Our Capabilities:
- Experienced onboarding specialists who know the quirks of major exchanges and wallets.
- Secure data transfer processes that meet privacy standards in the US, UK/EU (GDPR), Canada, and Australia.
- Guidance on structuring records for multi-year or multi-entity clients.
Benefits:
- Peace of mind that nothing is missed from the start.
- Faster setup with less back-and-forth.
- Confidence that data is safely and completely transferred for reporting.
