Rank
Ranked number 1Crypto tax software · CPA-included premium tiers · SaaS + service hybrid
Crypto tax software · United States
methodology v3.2 · audited apr '26
iso 27001 · CompaniesHouse #OC4451x
No. 14 · Programs sweep · May 2026
We graded 10 programs against 12-month true-EPC after clawbacks, payout reliability, attribution honesty, and regulator status. The methodology is public; every score breaks down per-factor. Re-verified every 90 days. No paid placement.
Schedule A · The comparison
10 programs scored · 10 verified disclosures · 0 watchlist · 0 defunct
REGULATOR(S): CFTC · FINRA · SEC
| Program | Commission | Cookie | Clawback | Regulator(s) | Visit affiliate link | ||||
|---|---|---|---|---|---|---|---|---|---|
| I | TokenTaxCrypto tax software · CPA-included premium tiers · SaaS + service hybrid | A100/100 | CPA + revshare hybrid (undisclosed rates; high AOV per conversion) | 30d | $3.96 | 100 | — | IRS | visit |
| II | CoinLedgerCrypto tax software · SaaS subscription | B+72/100 | 25% lifetime recurring on every annual subscription renewal | 30d | $2.87 | 100 | 30d | IRS | visit |
| III | Awaken TaxCrypto tax software · DeFi-power-user specialisation · SaaS | B+72/100 | Undisclosed recurring revshare (affiliate program nascent) | 30d | $2.84 | 90 | — | IRS | visit |
| IV | Summ (formerly Crypto Tax Calculator)Crypto tax software · Coinbase + MetaMask global tax partner · SaaS | B69/100 | Undisclosed tiered recurring revshare (estimated 20-25%) | 30d | $2.74 | 100 | — | IRS | visit |
| V | CoinTrackerCrypto tax software · Coinbase official partner · Portfolio + tax SaaS | B62/100 | Undisclosed recurring revshare (estimated 20-25% on annual subscriptions) | 30d | $2.46 | 100 | — | IRS | visit |
| VI | ZenLedgerCrypto tax software · Audit-support tier · CPA partnership program | B62/100 | 20-30% recurring revshare (rates vary by tier; not fully disclosed) | 30d | $2.46 | 100 | — | IRS | visit |
| VII | TaxBitCrypto tax software · Enterprise + institutional · Consumer-side SaaS | B−58/100 | Undisclosed recurring revshare on consumer tier (enterprise BD separate) | 30d | $2.31 | 100 | — | IRS | visit |
| VIII | KoinlyCrypto tax software · SaaS subscription | B−56/100 | 20-25% initial + up to 20% recurring (40% top negotiated tier) | 90d | $2.23 | 100 | — | IRS | visit |
| IX | KryptosCrypto tax software · Multi-chain DeFi specialisation · EU-headquartered | C39/100 | 20-30% recurring revshare (not fully publicly disclosed) | 30d | $1.55 | 95 | — | IRS | visit |
| X | H&R BlockMainstream US tax filing software · Integrated crypto module · CPA model | D21/100 | Tiered CPA via Impact (rates vary by tier; H&R Block-typical $8-25 per signup) | 30d | $0.84 | 100 | — | IRS | visit |
Rank
Ranked number 1Crypto tax software · CPA-included premium tiers · SaaS + service hybrid
Rank
Ranked number 2Crypto tax software · SaaS subscription
Rank
Ranked number 3Crypto tax software · DeFi-power-user specialisation · SaaS
Rank
Ranked number 4Crypto tax software · Coinbase + MetaMask global tax partner · SaaS
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Ranked number 5Crypto tax software · Coinbase official partner · Portfolio + tax SaaS
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Ranked number 6Crypto tax software · Audit-support tier · CPA partnership program
Rank
Ranked number 7Crypto tax software · Enterprise + institutional · Consumer-side SaaS
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Ranked number 8Crypto tax software · SaaS subscription
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Ranked number 9Crypto tax software · Multi-chain DeFi specialisation · EU-headquartered
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Ranked number 10Mainstream US tax filing software · Integrated crypto module · CPA model
Featured · No. I
Rank
Ranked number 1Crypto tax software · CPA-included premium tiers · SaaS + service hybrid
TokenTax tops the US crypto-tax EPC ranking on volume-weighted base payout. The Premium ($199) tier drives most affiliate-driven volume, but the Pro ($1,599) and VIP ($3,499+) tiers each generate one conversion worth 8-17x a Premium signup — mix-weighted base lands at $60. The cohort's highest single-conversion economics despite commission opacity.
Pros
Cons
Annex A · Methodology
Annex B · Defunct archive
Programs that stopped paying, restructured into unrecognisable forms, or pulled US support remain catalogued — so the rankings stay honest about what disappeared and why. MyForexFunds (Aug 2023, CFTC action). MFFU (rebrand, Dec 2024).
Annex C · Regulator overlay
Edited by
Maren Holst
Senior Editor
Signed · M.HOLST
Fact-checked by
Asha Devi
Standards Desk (Fact-Checker)
Signed · A.DEVI
Issue meta
vol iii · iss 14
published 2026-03-12
last sweep 2026-05-14
methodology v3.2 · audited apr '26
Companies House #OC4451x