CPA Partner Solution Brief
Digital asset tax compliance automation for CPA firms serving crypto clients
The Opportunity
Your crypto clients need help with tax compliance. They're navigating spot-rate calculations, state ESD filings, and regulatory reporting—but lack the infrastructure to do it accurately.
Veria Tax gives you the tools to deliver these services efficiently, expanding your service offerings while ensuring audit-ready accuracy.
Quick Stats:
The Challenge Crypto CPAs Face
Client Demands Growing
Your crypto clients are asking for:
- Accurate spot-rate calculations at time of payment
- State ESD filings for crypto payroll
- DAC8 and regulatory reporting compliance
- Audit trails and compliance documentation
Traditional Solutions Fall Short
Manual processes don't scale:
- Time-intensive: Hours per client calculating spot rates
- Error-prone: Manual data entry increases audit risk
- State complexity: Each state has different requirements
- Audit risk: Hard to prove calculation accuracy
Veria Tax Platform
What You Get
Automated Spot Rates
We pull the exact fiat value at the moment of each transaction for 100% accurate payroll tax reporting.
- • ETH/USD rates at exact transaction time
- • Multiple data source verification
- • Audit-ready rate documentation
State-Ready Exports
Generate ESD, 1099, and W-2 forms formatted exactly for state web portals.
- • Washington State ESD automation
- • Pre-formatted for direct upload
- • No manual data entry required
Audit-Proof History
Every transaction is cryptographically linked to its source with complete evidence trails.
- • One-click "Export Evidence"
- • Transaction-to-rate linkage
- • Complete calculation methodology
DAC8 Reporting
Generate compliant reports for EU DAC8 requirements and other regulatory frameworks.
- • Pre-configured templates
- • Export to CSV, PDF, XML
- • Regulatory format compliance
Benefits for Your Firm
Reduce Risk
Eliminate calculation errors:
- • Automated spot-rate calculations
- • Verified data sources
- • Audit-ready documentation
Save Time
Reduce time spent on crypto tax:
- • Before: Hours per client
- • After: Minutes per client
- • Result: Serve more clients
Client Confidence
Become the crypto expert:
- • Offer specialized crypto tax services
- • Reduce client audit anxiety
- • Differentiate from competitors
How It Works
Connect Transaction Data
Import transaction data from exchanges, wallets, or payroll systems. Supports CSV upload or direct integration.
Automatic Processing
Veria Tax automatically calculates spot rates, categorizes transactions, and prepares tax documentation.
Review & Export
Review calculated values, make any adjustments, and export state-ready forms for filing.
File with Confidence
Submit filings with complete audit trail. Evidence exports available instantly if questions arise.
Ready to Simplify Crypto Tax Compliance?
Join our beta program and get early access to Veria Tax. We're working with select CPA firms to refine the platform before general availability.
Currently in beta • Limited availability