CountDeFi

Steve, thank you for your feedback. You are right that our team missed a screenshot you provided during onboarding. That screenshot contained information about your staking activity that should have been flagged during reconciliation, and it was not. We take full responsibility for that. Once your accountant identified the issue, our team verified the activity on-chain, reclassified the affected transactions, and regenerated your complete tax report and supporting documents. Updated reports were delivered the same day. What we built after your case: Your experience exposed a gap in how client-provided context was being surfaced to our reconciliation team. Rather than treat this as a one-off, we used it as the catalyst for a systemic fix. Since your report, we have implemented the following: - Automated Client Context Extraction: every piece of client communication (emails, call transcripts, onboarding notes, uploaded files) is now programmatically extracted, structured, and cross-referenced against the transaction data before any report is generated. If a client mentions staking, specific tokens, or amounts, those are flagged and verified against the data automatically. A missed screenshot can no longer slip through. - Global staking detection update: your case directly led to the tokens in question being added to our staking detection engine. Every future client with those same tokens will have them correctly classified from day one, with zero manual intervention. - Context flags in every audit report: our audit reports now include a dedicated Client Context Summary section that surfaces anything the client told us and checks whether the data reflects it. If there is a mismatch, the team sees it before delivery. We process thousands of transactions across hundreds of clients. 140 of our 149 Trustpilot reviews are 5 stars, and we have maintained a 4.7 rating because we hold ourselves to an extremely high standard. When we fall short of that standard, even on a single item out of your 2 000+ transactions, we treat it as a systems problem and build controls so it cannot recur. Your report has been corrected and delivered. If your accountant has any remaining questions, our team is available. Chris Herbst Founder, CountDeFi

Thank you, Peter. Clear communication is something we work hard to get right, so it means a lot to hear that the explanations were meaningful and not just technical jargon. Bianca and the team appreciate the kind words. We are here whenever you need us. Chris Herbst Founder, CountDeFi

Thank you for the kind words, Gary, and for trusting us with six years of crypto tax history. Catching up from 2020 to 2025, especially when your original platform left the US, is no small task. We are glad we could help you get everything in order. Bryan and Bianca will be thrilled to see this. They both genuinely care about making sure every client feels supported from the first call through to final delivery, and your review is a testament to the work they put in. If anything comes up in the future, whether it is next tax season or just a question, we are always here. Chris Herbst Founder, CountDeFi

Thank you for the kind review! We’re really glad we could assist you in getting everything submitted in time for the HMRC deadline. Our team always aims to make the process as smooth and stress-free as possible, especially when timelines are tight. We appreciate your trust in us and look forward to assisting you again in the future.

Thank you so much for taking the time to share your experience and for your thoughtful feedback. We’re really glad to hear that our communication and step-by-step approach made the process clearer and easier to navigate. Crypto reporting can feel overwhelming, so we place a strong focus on making sure clients understand what’s happening at every stage and feel supported throughout. It’s also great to know the video sessions added value — we believe direct conversations often make complex topics far easier to manage and give clients the confidence they need. We truly appreciate your recommendation and the trust you’ve placed in CountDeFi. Thank you for working with us.

Thank you so much for this amazing review and for trusting us with such a complex history of transactions. We know that several years of crypto activity can quickly feel overwhelming, so our goal is always to take that stress off our clients’ shoulders and turn what feels like a nightmare into a clear, accurate, and structured result. We truly appreciate your kind words about our efficiency and accuracy. It was a pleasure working with you, and we are very grateful for your trust in CountDeFi.

Thank you for sharing your experience. We’re really glad we could take the stress out of dealing with your crypto tax reporting. Clear planning, quick turnaround, and regular communication are central to how we work, so it’s great to hear that this was your experience. We appreciate you trusting CountDeFi with your tax matters.

Thank you so much for your thoughtful feedback. We really appreciate you highlighting our audit process and communication, thoroughness and clear documentation are core parts of how we work, especially when resolving discrepancies in complex crypto tax data. Our goal is always to make the process transparent, structured, and as stress-free as possible for clients, so it’s great to hear that this came through in your experience. Thank you again for trusting CountDeFi with your reporting.

Thank you for the great feedback — we really appreciate it. We’re glad the process was clear, communication met expectations, and everything was delivered on time. Thanks for trusting CountDeFi with your tax needs.

Hi John, thank you very much, so happy we could assist!

Thank you so much for the thoughtful review. We’re really pleased to hear that the phased approach and pricing were clear, and that the process felt well-structured from start to finish. Crypto tax can be complex, so we’re especially glad our communication and report iterations helped bring clarity where things felt confusing. Bianca and the wider team put a lot of care into being responsive and patient, and your feedback means a great deal to us. Thanks again for taking the time to share your experience — it was a pleasure working with you.

Hi Chris, thank you so much for the great feedback. Taking the headache away is exactly what we aim for. We look forwarding to working with you in the future!

Hi Joanne, Thank you for taking the time to share your feedback. I’d like to take a moment to address your concerns in detail. 1. Understanding of Canadian Tax Filing Complexities We have assisted numerous Canadian residents with their crypto tax reports, all of which have successfully passed CRA inspections. The Canadian tax system can indeed be complex—especially for new residents—and we completely understand that it takes time to adapt. Our team is well-versed in these nuances and ensures that each report meets the necessary standards for compliance and accuracy. 2. Approach to Proving Crypto Ownership and Cost Basis Establishing and substantiating cost bases accurately is critical for compliance and audit readiness. This is why we follow a rigorous 7-phase process to ensure every report is defensible under review. I noted from your file that there was some frustration around our request for complete data. You had asked that we exclude certain exchanges, as you felt they were not important. However, every data source is vital—transfers between wallets and exchanges directly affect the cost basis and future taxable gains. 3. Data Source Inclusion and Report Integrity To produce accurate reports, we reconcile all transactions across all data sources. You specifically requested that certain data be excluded, and our team advised against this, explaining the potential implications. As they wrote to you: “We would advise you to include this as the transfers will be treated as disposals and will create taxable events. Excluding this data will also break the cost basis chain, impacting gains. This could raise questions from the tax authorities, and if the transactions are not included, this would need to be explained by you, as we cannot vouch for the accuracy of the report if the data is incomplete.” We are committed to producing high-quality, accurate, and tax-efficient crypto tax reports. To maintain this standard, we cannot compromise on data completeness or accuracy at a client’s request. We wish you all the best going forward and remain available should you decide to rely on professional crypto tax reporting support in the future. Kind regards, CountDeFi Team

We’re so glad to hear you had a great experience with our communication and coordination. Having a dedicated coordinator is part of how we ensure every client feels supported throughout the process — so it’s wonderful to know that stood out to you. We appreciate your trust and look forward to assisting you again in the future! — The CountDeFi Team

Thank you so much for sharing your experience. We’re very happy to hear that our team was able to bring clarity and structure to your crypto records — especially when things started off feeling chaotic. Complex blockchain activity can be overwhelming, so it’s incredibly rewarding to know we could lift that weight off your shoulders. We truly appreciate your trust and are glad you found the process and results worth it. If you ever need our help again, we’ll be ready to make your next reporting season just as smooth. — The CountDeFi Team

Thank you so much for your 5-star review! 🌟 We really appreciate you recommending CountDeFi and are happy to hear you were satisfied with our service. Our team works hard to make crypto tax reporting as smooth and accurate as possible, and it’s great to know that effort shows. If you ever need assistance with future tax years we’re always here to help. — The CountDeFi Team

Thank you so much for your kind words and 5-star review! We’re very happy to hear that you had a positive experience with CountDeFi. We always strive to make the process as smooth and informative as possible, and it’s great to know that we succeeded in doing so for you. We look forward to being a continued part of your tax reporting journey! CountDeFi Team

Thank you for sharing your experience! We know how overwhelming it can be to face a tight tax deadline, especially with thousands of trades to sort through. Even though the short turnaround meant you had to handle the final reporting yourself, we’re glad our team could support you with clear communication and responsiveness along the way. We truly appreciate your kind words about Bryan’s effort and professionalism. Should you ever have more time in the future, we’d be happy to step in and take the full process off your hands so you don’t have to go through that stress again. Thanks again for the recommendation — it means a lot to us! — The CountDeFi Team

Thank you so much for the thoughtful feedback! We understand how stressful crypto tax reporting can feel, especially when local CPAs aren’t familiar with the complexities involved. Bianca and the team really enjoyed working with you, and we’re glad we could take a full, detailed look at your transaction history to give you the peace of mind you deserve. You’re absolutely right that the process of gathering data can take time, but that thoroughness is what ensures the reports are both accurate and audit-ready. It’s great to hear you now feel confident about your crypto tax position, and we truly appreciate your trust in us. We look forward to supporting you every year going forward — thank you again for choosing CountDeFi! — The CountDeFi Team

Thank you so much for sharing your experience! Many of our clients come to us in exactly the same situation—multiple exchanges, wallets, and years of transactions that feel overwhelming to untangle. We’re glad to hear our team could take that stress off your shoulders and guide you through the process smoothly. Your satisfaction means a lot to us, and we’ll be here to help again when the time comes.