Ledgible vs Waltio

Ledgible is a web platform for digital asset tax reporting and accounting, designed for tax professionals, enterprises, and institutions. Its tax tools help preparers account for clients’ crypto within existing tax workflows, with reporting for Forms 8949, 1099, and Schedule D. Crypto Tax Pro is free for tax professionals to use, with clients charged per client; Professional Tax priced on request. For businesses and institutions, Enterprise Accounting tracks digital assets through a sub-ledger and provides capital gains and loss reports, transaction downloads, OFX reports, exchange orders, and wallet balance history. OFX reports can be brought into general ledger systems such as QuickBooks and Xero, while tax reports can be imported into tools including UltraTax CS and CCH Axcess. Ledgible lists integrations across blockchains, exchanges, custodians, wallets, accounting and fund management systems, and tax filing platforms. The company states it has AICPA SOC 1 and SOC 2 Type 2 certification. Enterprise Accounting has a 30-day trial, and its pricing depends on usage factors including users, wallets, and transaction volume.

Waltio tracks cryptocurrency holdings and prepares tax calculations and reports intended to help users comply with local rules. Its portfolio tracker displays wealth in real time, with allocation and performance comparisons. Tax reporting can include capital gains and losses, staking, farming, lending, mining and airdrops. Waltio says it categorizes DeFi transactions automatically, identifies spam tokens and tracks more than 10,000 assets. It lists more than 700 exchange, wallet and blockchain connections, available through read-permission API keys, public wallet addresses or uploaded transaction files. Plans include a free tier and paid options from €39/yr. The iOS app requires iOS 15.0 or later, and the service is also available on the web. Country coverage varies: outside supported localized tax forms, users may receive raw calculations that need a tax adviser to map to a return. Document downloads are not available in the mobile app, so users need a computer to export them.