Share with tax professionnal - blank wallets


I am attempting to share my portfolio with my tax agent but he is saying all he can see is blank wallets and no transactions.

Is there something he or me need to do after sending invitation ?

Thank you.

Hi @stockhodler,

You shouldn’t need to do anything else. Did you already get a tax plan? Could you share permission to take a look at your CoinTracker account with us at feedback [at] along with the email that your accountant is using?

I haven’t bought a tax plan yet as I was waiting for my tax agent to look at the platform first.

Hi @stockhodler,

Your tax agent won’t see anything until you have a tax plan. There is a 30-day refund policy in case you run into any issues.