We're excited to share that we've been hard at work improving the KoinX platform once again! This month, we've made several major updates and enhancements that we think our users are going to love. From revamping the onboarding flow for tax professionals, adding refer and earn functionality for our users, to completely overhauling the Cost Analysis feature, we've left no stone unturned in our quest to make KoinX the best possible crypto tax platform. Read on to learn more about these exciting new features and how they can help you take your investments to the next level!

Refer and Earn

Do you have friends who are interested in crypto investing and are looking to get their crypto taxes calculated this tax season? Then we have some exciting news for you - KoinX now offers a refer and earn program! With this amazing new feature, you can earn rewards simply by sharing the power of KoinX with your friends and family. It's the ultimate way to spread the word about KoinX and earn rewards at the same time. So why wait? Start referring your friends today and take your crypto game to the next level!

Redesigned Dashboard

We've completely revamped our dashboard to make it more intuitive and informative than ever before. With new widgets like Allocation By Segment and Top Gainer/Loser, you can get an even better understanding of how your portfolio is performing and which coins are making the biggest moves in the market. Whether you're a seasoned crypto investor or just starting out, our revamped dashboard is the perfect tool to help you in your crypto journey.

Edit Transaction

With this powerful new functionality, you can take full control of your transactions and make changes as needed to ensure that your tax report and portfolio are as accurate as possible. Whether you need to update transaction details, add missing information, or simply make a correction, our Edit Transactions feature makes it easy to stay on top of your crypto investments and make informed decisions.

Enhanced “Fix Now” Flow

At KoinX, we know that accuracy is key when it comes to managing your crypto investments - especially when it comes to tax reporting. With the revamped fix now flow, you can easily fix any cost acquisition or price errors on your portfolio by uploading new data or manually adding/editing transactions as needed. By addressing these errors, you can significantly improve the accuracy of your tax report and ensure that your investments are always working for you.

Revamped Cost Analysis

This powerful feature now has a timeline-style look and feel. With this new design, you can easily visualize the flow of actions you took associated with a transaction, making it easier than ever to understand how gains are calculated on the platform. Plus, with detailed information on how long a currency was held for, how much profit was made, and other crucial details, Cost Analysis turns out to be a really powerful tool.

Support for inter-wallet transactions

Tired of manually adjusting your cost basis when transferring funds between wallets? Say hello to KoinX's newest feature: support for inter-wallet transactions! Now you can seamlessly transfer your crypto holdings from one wallet to another without worrying about the hassle of manual adjustments. KoinX automatically detects and adjusts the cost basis of your deposit transaction, making it easier than ever for you to accurately calculate your crypto taxes. Say goodbye to the headache of tracking every little detail - KoinX has got you covered!

Improved Onboarding Flow for Tax Professionals Platform

With our latest improvement, onboarding is now faster and more seamless than ever before. Simply enter your email or mobile number to get started, and our streamlined onboarding flow will guide you through the rest. With no additional details required for the initial onboarding, you can start managing your clients and providing exceptional service right away. Plus, with our secure OTP verification process, you can rest assured that your information is safe and protected at all times.

Mobile Optimizations for Tax Professionals Platform

At KoinX, we're always striving to make our platform more convenient and accessible for everyone. That's why we're thrilled to announce our latest improvement: a more responsive Tax Professionals platform that's designed to work seamlessly across all devices. Whether you're managing client portfolios from your desktop, laptop, or mobile device, our new and improved platform makes it easier than ever to stay on top of your work and provide exceptional service to your clients. If you're a Tax Professional and haven't checked out our product yet, make sure you visit here (opens in a new tab).

Minor Changes

• Rename Wallet Bug: Users were facing issues in renaming their wallets and giving them a custom name. We’ve resolved that bug now.
• Dark Mode on KoinX (opens in a new tab): We recently moved from light mode to dark mode, so do checkout and let us know how you like the new look and feel.
• Row number bug in Import Summary: Incorrect row numbers were getting displayed in import summary as per user's CSV. We’ve resolved that bug now.