TokenTax Reviews

Plaid Reviews

TokenTax mentions (23)

• Anyone recommend decent transaction software for SmartBCH (US)?

  Have you checked out TokenTax? https://tokentax.co/. Source: over 2 years ago

• Kucoin API & CSV records are missing transactions, tax authority requires complete tx record

  I hear https://tokentax.co/ has one of the better software based reconciliation programs. There are others but would be a good place to start. Source: over 2 years ago

• Taxes

  I've heard good things about Token Tax but I haven't used them yet. You might want to check them out... https://tokentax.co/. Source: over 2 years ago

• Tax software for tracking Celsius loans and locked collateral?

  You could try Taxbit.com, or tokentax.co. Not sure if they do what you need but just pointing out other services. Source: over 2 years ago

• Online crypto tax tool compliant with NZ?

  I use https://zapper.fi alot and they are suggesting to use https://tokentax.co/ which I haven't tried yet. Source: over 2 years ago

Plaid mentions (78)

• Can someone's Venmo/PayPal balance be approved to show up in a 3rd party app?

  Oh this is a https://plaid.com/ use case I think. - Source: Hacker News / 10 months ago

• Need help finding simulation business bank accounts + credit cards

  My company made a financial dashboard for small businesses that aggregates information from financial institutions into a simplified view. The problem I need to solve: our only way of showing what it looks like when in use, is by connecting our own bank accounts + credit cards, but of course that exposes our personal info. I'd like to setup a demo account using fake financial data that simulates a real world... Source: 12 months ago

• Need A Solution to Amex Business Credit Card Data

  I have been looking into this and found Plaid, Yodlee, and Flinks. I am not 100% if any of these will work. Source: about 1 year ago

• (Canada) Does anyone know of an API service that will users to connect with their personal bank and return things like their bank feed?

  Yeah I fully expect to pay, but I am sure there are companies that do this. It's simply reading data, I am not touching anything within the user's bank account. Places like Australia are quite big on open banking I believe, that allows, with proper verification, to access bank account information. I've just found one company plaid.com, it doesn't have all the institutions I was hoping for but the majority of big... Source: about 1 year ago

• Intuits Mint is garbage this year, need other recs for tracking expenses.

  Switching platforms won't help. Every money visualization app on the market uses plaid to fetch their data, so every app will have the same data quality issues. Source: about 1 year ago