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Description

Having collaborated with countless customers, we understand what truly matters to you. We prioritize your time by ensuring that purchasing and setting up OA is a seamless experience. With decades of insights from our users, OA has evolved to be user-friendly and exceptionally dependable. For nearly three decades, we have provided complimentary customer support based in the USA, and we continue to do so. In contrast to other cloud services, we guarantee that your data will never be sold, leased, or shared with anyone else; it remains your invaluable asset, and we protect it diligently. OA represents the simplest solution for managing prospects directly from your smartphone and desktop. Many clients have compared the ease of getting started with OA to that of their ride-share applications. Take full advantage of your smartphone investment with the first prospect management system tailored specifically for a mobile lifestyle. Revolutionize your sales approach with an organized system that ensures none of your important prospects slip through the cracks, making your workflow both efficient and effective. With OA, you can focus on building relationships while we handle the organization.

Description

If you have engaged in the buying, selling, earning, receiving, or any other form of acquiring digital currencies within a particular tax year, it's highly likely that you must report any profits or losses on your tax return. If there's any uncertainty regarding your obligations, consulting with the Inland Revenue or your accountant is advisable. In New Zealand, the Inland Revenue classifies digital currencies as a category of property. Their guidelines for cryptocurrency taxation specify that profits or losses must be assessed using the First in First Out method, converting values into New Zealand Dollars at the time of each trade, even when the transactions are between different cryptocurrencies. This process can be quite complex and may require several days to sort through, even with just a few trades. If you've incurred a loss, it could potentially be deducted from your income tax, providing some relief. Our advanced algorithms simplify this process by automating the necessary currency conversions and calculating your trading and mining profits and losses in line with Inland Revenue's regulations. Simply provide us with your exchange exports and mining addresses, and we will handle the rest to ensure your compliance and accuracy. This way, you can focus on your investments without the tax-related stress.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Bitstamp No 
Binance No 
BitPrime No 
Easy Crypto No 
Exodus No 
Independent Reserve No 
Kraken No 
Poloniex No 

Integrations

Bitstamp Yes 
Binance Yes 
BitPrime Yes 
Easy Crypto Yes 
Exodus Yes 
Independent Reserve Yes 
Kraken Yes 
Poloniex Yes 

Pricing Details

$75 per user per month
Additional Users Free Your First Month

30 Day Money Back Guarantee

Monthly Subscription

Cancel at Any Time

Free Support
Free Trial No 
Free Version No 

Pricing Details

$99 per tax year
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Baseline Data Systems

Founded

1990

Country

United States

Website

www.oamobile.com

Vendor Details

Company Name

Taxoshi

Founded

2014

Country

New Zealand

Website

taxoshi.com

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Product Features

Crypto Tax

Automated Data Import No 
Exchange Integration No 
Export Transactions No 
Historical Prices No 
Income Overview No 
Margin & Futures Support No 
Profit & Loss / Cap Gains No 
Staking / Lending / DeFi Support No 
Tax Form Generation No 
Tax Loss Harvesting No 
Wallet Integration No 

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