Concierge sync
Above 10,000 transactions? We’ll run it for you.
Same deterministic engine, same Show Working audit trail, same HMRC-ready SA108 — but we handle the sync end-to-end and send the report back to you. Quote-first, no commitment.
Who it’s for
High-volume UK crypto portfolios
Our self-serve tiers handle wallets up to 10,000 transactions — comfortably the top ~95% of UK retail. For larger portfolios the engine isn’t the bottleneck — your time is. Concierge skips the wait.
Active DeFi users
Multi-chain LP positions, yield farming, perp trading, and the long tail of UNI/SUSHI/CRV interactions across years of activity.
Multi-wallet investors
Cold storage rotation, hardware-wallet upgrades, separate wallets per chain or strategy — counts add up quickly.
NFT & gaming
High-volume Seaport / Blur / Treasure activity, on-chain games, airdrop farming. Each NFT trade is a disposal — counts compound.
What you get
The same report, run end-to-end by ChainTax
HMRC-ready PDF
SA108 boxes 13.1–13.8, Box 51 split-year adjustment for 2024/25, DeFi income summary, full disposal table with matching rules.
CSV export
Every disposal with Show Working — matching rule (same-day, B&B, S104), pool snapshot before and after, price source, confidence rating. Spreadsheet-ready.
14 days of email support
If something on the report needs clarifying — a result, a price source, a missing tx — we’ll work through it with you.
Accountant-friendly
Forward the report to your accountant. The CSV + Show Working trail is what they need to verify the return — no black-box numbers.
How it works
Four steps, mostly waiting on us
- 1
Email us your wallet addresses
Send your public wallet addresses (one per line), the primary chains, and any context — exchanges to include, notable activity, the tax year you need. No private keys ever.
- 2
We send a fixed-price quote
Within 48 hours we’ll review the scope and email you a flat-rate quote — typically £249–£449. One tax year, one payment, no surprises. If it’s above ~25,000 transactions we’ll usually point you to an accountant instead.
- 3
You pay via Stripe link
Standard Stripe Payment Link, GBP, one-time charge. Same receipt + invoice as the self-serve flow. We don’t start work until payment lands.
- 4
We run the sync, send the report
2–5 business days. PDF + CSV emailed to you, with a brief summary covering anything unusual we spotted in the results. 14 days of follow-up support included.
Data handling
Read-only, deletable on request
Concierge syncs run on a dedicated service account. We access the same on-chain transaction history that’s publicly visible on any block explorer — never your private keys, never any exchange API keys you haven’t explicitly granted.
When the report is delivered and the 14-day support window closes, you can request that we delete the wallet records and service account from our systems. Your purchase + receipt history is retained for HMRC compliance (six years) — your wallet data isn’t.
Full details on our privacy policy.
What ChainTax doesn't do yet
No tax tool is perfect. Here's what ChainTax cannot yet handle automatically — and what you should check manually or discuss with your accountant.
- •Aave interest (aTokens) accrues via balance changes rather than individual transactions, so it doesn't appear in your transaction history. For now, add aToken interest manually as an income event — automatic detection via daily balance snapshots is on the roadmap.
- •Lido stETH rebase rewards happen at the protocol level and rarely appear as transactions in your wallet — so ChainTax now detects them automatically from your stETH balance growth and books each as income at its market value on the date received. It covers every stETH wallet on your account — add another and your next sync recalculates your rebase rewards across the complete set.
- •Deposits into Aave, Compound, Yearn, EigenLayer, and similar fixed-ratio lending or staking protocols are treated as transfers, not disposals — your cost basis carries to the receipt token (aToken, cToken, vault share). HMRC's strict reading (Cryptoassets Manual CRYPTO61620) could treat these as deemed disposals at deposit; HMRC confirmed in November 2025 that it is developing no-gain-no-loss rules matching the treatment ChainTax applies today, but they are not yet law — if you want strict-reading compliance, override the deposit event manually.
- •Some protocols return ETH via internal calls (Nexus Mutual, Rocket Pool, cbETH). We catch most of these automatically; when we can't, we flag the event for your review.
- •Five EVM chains supported: Ethereum, Arbitrum, Optimism, Base, and Polygon. Other chains (Solana, Avalanche, etc.) are not yet covered.
Full detail: How it works → Known limitations
FAQ
Common questions
Who is the Concierge sync for?
UK investors whose on-chain history exceeds the 10,000-transaction cap on our self-serve tiers. Typically active DeFi users — multi-chain LP, yield farming, NFT trading, or several years of high-frequency activity. If your wallet probes above the self-serve cap, we run the full sync on our end.
What does it cost?
Quote-first. We review your wallet addresses and primary chains, then send a fixed-price quote via email — typically £249–£449 depending on portfolio size and complexity. One-time payment, one tax year, no subscription. For portfolios above 25,000 transactions we usually recommend a DeFi-specialist accountant instead.
What do I receive?
A HMRC-ready PDF report (SA108 boxes 13.1–13.8 + Box 51 if applicable), a CSV export of every disposal with Show Working, and 14 days of email support to clarify any results. Same engine, same audit trail — just run by us.
How long does it take?
Typically 2–5 business days from quote acceptance to delivery, depending on portfolio size. We run the sync, review results, and send the report when it's ready. We'll keep you updated if anything stretches.
Do you need my private keys?
Never. We only need your public wallet addresses and any exchange CSVs you want included. The sync is read-only — same as the self-serve flow.
How is this different from the accountant referral?
Concierge is run by ChainTax — same engine, we handle the data wrangling. Accountant referral connects you to a UK DeFi-specialist accountant who handles the full return end-to-end including SA100 sign-off. Concierge gives you the report; an accountant gives you the filing.
Ready to get a quote?
One email. We’ll come back within 48 hours with a fixed-price number. Decide from there.
Email hello@chaintax.co.ukPrefer to file with an accountant directly? See our accountant network.