Digital Asset Accounting
Financial clarity for the digital asset age
Organized, defensible records for your cryptocurrency holdings — covering cost-basis tracking, tax preparation, and portfolio reconciliation with a methodology that holds up.
Start the ConversationWhat Sumvane Delivers
Accounting that keeps pace with digital assets
Digital assets introduce reporting complexity that standard accounting tools simply weren't built for. Cost-basis methods, wallet-to-wallet transfers, staking income, airdrop classifications, and multi-exchange transaction histories — each one creates a layer of work that general software handles poorly or skips entirely.
Sumvane brings structured methodology to these challenges. The records we produce are organized, consistent, and prepared with current reporting requirements in mind — giving you a clear picture of where you stand and documentation that supports your tax professional's work.
Defensible Records
Structured documentation prepared with reporting requirements in mind from the start.
Multi-Platform Coverage
Consolidated reporting across wallets, exchanges, and custodial accounts.
Clear Position Reports
Know what you hold, what it cost, and where unrealized gains or losses stand.
Timely Delivery
Reports and schedules prepared on schedule so deadlines aren't a recurring source of stress.
Core Capabilities
What Sumvane covers
Cost-Basis Tracking
Systematic recording of acquisition costs across all asset types and acquisition methods — purchases, mining, staking, and airdrops each handled correctly.
Disposition Reporting
Calculation of realized gains and losses at each disposal event, with proper short- and long-term classification applied throughout.
Income Classification
Proper recording and categorization of staking rewards, mining proceeds, and other digital asset income streams into the right reporting categories.
Multi-Exchange Reconciliation
Matching transaction records across multiple exchanges and wallets into a single, coherent history without gaps or duplicates.
Tax Schedule Preparation
Preparation of the supporting schedules required for accurate tax reporting, formatted to work alongside your tax professional's filing process.
Portfolio Visibility
Consolidated position reports across custodial and non-custodial accounts for a unified view of current holdings, historical cost, and unrealized positions.
The Process
How working with Sumvane works
Initial Review
We discuss your holdings, the platforms you use, and your transaction volume to understand the scope of work involved.
Data Collection
You provide transaction exports from your exchanges and wallet records. We handle the organization and reconciliation from there.
Accounting Work
Cost-basis calculations, income classification, and reporting schedules are prepared in line with current reporting standards.
Report Delivery
You receive organized records and schedules, ready for your tax professional or your own financial planning and review.
Why It Matters
Built for complexity
50+
Transaction Threshold
Digital asset tax returns are tailored for individuals and entities with more than fifty annual transactions — the point where standard tools start to fall short.
Multi-chain
Reconciliation Coverage
Wallets, exchanges, and custodial accounts handled together — not in isolation — so the full picture of your holdings is coherent and complete.
Evolving
Reporting Standards
Digital asset reporting requirements continue to change. Sumvane maintains records structured to remain compatible as those requirements develop.
Services
What Sumvane offers
Three focused services designed around the specific accounting needs of digital asset participants — each one addressing a distinct part of the picture.
Monthly Service
Digital Asset & Cryptocurrency Accounting
Ongoing financial tracking and reporting for businesses and individuals holding or transacting in digital assets — maintained month to month throughout the year.
$600 USD / month
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Annual Service
Digital Asset Tax Return Preparation
Preparation of tax returns incorporating all cryptocurrency transactions — gains, losses, income, and correct classification across wallets and exchanges.
$850 USD
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Quarterly Service
Portfolio Reconciliation & Reporting
Periodic reconciliation across wallets, exchanges, and custodial accounts — producing a consolidated position report each quarter with current holdings and cost basis.
$450 USD / quarter
View DetailsNext Step
Ready to bring order to your digital asset records?
Send a message with a brief description of your situation — your holdings, the platforms you use, and what you're trying to resolve. We'll respond with a clear outline of how Sumvane can help.
Get in TouchContact
Get in touch with Sumvane
Describe your situation briefly — what you hold, where, and what you need clarity on. We respond to all enquiries.
Company Information