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Description
Are you:
Studying the changes to the SECURE Act rules?
Using spreadsheets to calculate RMDs manually?
Tracking client RMD withdrawals to determine if clients have taken them?
Frustrated by custodians who calculate some RMDs but not inherited accounts?
Having difficulty resolving which clients are eligible designated beneficiaries (EDBs)?
Trying to figure out how to manage the accounts under the 10-Year Rule?
ProTracker RMD provides:
Options for Successor Beneficiary to facilitate the new 10-year Rule and the continuation of the 10-year payout period for subsequent beneficiaries.
Eligible Designated Beneficiaries (EDBs) have special screens to track the 10-Year-Rule Exceptions (spouses, chronically ill or handicapped persons, minor children, and family members not more than ten years younger).
A separate panel is used to track the expiration of accounts under the 10-Year Rule.
Global 10-Year Rule Account Screen to monitor all client accounts for expirations.
Description
Recap is privacy-first crypto tax software built in the UK. It was founded in 2018 by Dan and Ben, who felt that existing crypto accounting tools neither followed UK tax rules properly nor protected users' financial data.
Connect supported exchanges, wallets and blockchains, or import transactions by CSV, and Recap builds a full picture of your holdings in pounds, with near real-time sync. From there it calculates your Capital Gains Tax and income position under HMRC rules: the same-day rule, the 30-day bed and breakfast rule and Section 104 pooling, applied in statutory order. Each disposal on the report includes a match breakdown, so you can see which rule applied and why. Transfers between your own accounts are matched automatically using transaction hashes.
Your data is encrypted on your device using AES-256 before it leaves your screen. The decryption keys stay with you, which means Recap has no way to read your information. The same engine also covers UK stocks and shares Capital Gains Tax, and there is a free UK CGT calculator on the Recap website.
You can connect accounts and see your full calculated tax position before paying anything. Plans start at £119 per year and include capital gains and income reports, all historic and current tax years, unlimited integrations and accountant sharing, with a 30-day money back guarantee.
Recap is a member of HMRC's Cryptoasset Industry Roundtable and of CryptoUK, was independently reviewed by Andersen LLP in March 2025, is certified to Cyber Essentials Plus, and won Best Tax Technology Product at the Tolley's Taxation Awards 2026. Support is UK-based and human.
API Access
Has API
API Access
Has API
Integrations
Charles Schwab
Fidelity
ProTracker Advantage
SunVox
TD Ameritrade
Integrations
Charles Schwab
Fidelity
ProTracker Advantage
SunVox
TD Ameritrade
Pricing Details
$895/user/year/1,000 RMDs
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
ProTracker Software, Inc.
Founded
1997
Country
United States
Website
www.protrackerrmd.com
Vendor Details
Company Name
Recap
Founded
2018
Country
United Kingdom
Website
recap.io
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Product Features
Crypto Tax
Automated Data Import
Exchange Integration
Export Transactions
Historical Prices
Income Overview
Margin & Futures Support
Profit & Loss / Cap Gains
Staking / Lending / DeFi Support
Tax Form Generation
Tax Loss Harvesting
Wallet Integration