How We Calculate CTME’s Public Proof Points
This page explains the client, transaction, team, partner, and tax-savings figures used across Crypto Tax Made Easy marketing pages.
Why this page exists
Crypto tax is a financial and tax-sensitive service. When we publish proof points such as clients served, transactions reconciled, or estimated tax saved, those numbers need clear definitions.
The figures below are used to describe CTME’s historical work. They are not guarantees, predictions, or promises about what any future client will save.
Every crypto tax file is different. Tax outcomes depend on wallet history, exchange data, tax year, country, income type, cost basis, filing position, and advice from the client’s qualified tax professional.
Current proof point definitions
This counts paying CTME reconciliation clients only. It does not include course-only users or broader software users who never engaged CTME for reconciliation or review work.
This counts raw imported transaction records reviewed through CTME reconciliation work before cleanup, classification, and reconciliation adjustments.
Capital gains that clients’ original crypto tax software reports overstated, corrected across 802 client-year reports for 304 US clients in tax years 2021 to 2026. These are capital-gains dollars, not tax dollars; the modelled federal tax impact of those corrections is $30.8M. See how this figure is calculated.
This counts full-time CTME team members, not contractors, software partners, or external filing/advisory partners.
How each claim is counted
| Claim | What it means | What it does not mean |
|---|---|---|
| 737+ paying reconciliation clients | Unique paying clients who engaged CTME for reconciliation work. | It does not include every Koinly, Summ, Awaken, course, or DIY user unless they engaged CTME for reconciliation work. |
| 6.7M+ transactions reconciled | Raw imported transaction records reviewed during CTME reconciliation work. | It is not limited to the final deduplicated output rows after cleanup. |
| $100.2M overstated capital gains corrected | For 304 US clients across 802 client-year reports in tax years 2021 to 2026, CTME rebuilt each report from source transaction data and compared the original crypto tax software figure to the post-reconciliation result. Where reconciliation reduced reported capital gains, the reduction is counted here in capital-gains dollars. The separate $30.8M figure is the modelled federal tax impact of those reductions, calculated at an average tax rate. | It is not tax dollars, not a promised saving for future clients, and not a statement that every client saves tax. Individual results vary and may be zero. |
| Understated software results | If software understated gains or income, CTME estimates the unpaid tax plus potential penalties or interest that the client may have avoided by correcting the file. | It is not legal advice, IRS penalty advice, or a guarantee about how a tax authority would assess a specific case. |
| $21.8M estimated tax saved in 2023 (legacy figure) | A superseded figure retained on the UK, Australia, Canada, and New Zealand regional pages, where it is shown converted to local currency. For 120 clients in tax year 2023, CTME compared the original crypto tax software estimate to the final post-reconciliation result and estimated tax saved at an average tax rate. It covers a single tax year. Local-currency equivalents are converted at the IRS 2023 yearly average rates (GBP 0.804, AUD 1.506, CAD 1.350, NZD 1.630), which gives approximately £17M, A$33M, C$29M, and NZ$36M. | It is not the current headline figure, is not additive with the $100.2M or $30.8M figures above, and describes 2023 only. |
| USD reporting | The $100.2M and $30.8M figures are reported in USD because the client impact study cohort is US clients filing US federal returns. State tax and NIIT are excluded. | They do not describe CTME clients in Australia, the UK, Canada, New Zealand, or Europe, and future figures may be reported by currency depending on the client cohort. |
CTME updates public proof numbers only after internal approval. Numbers are not automatically changed in marketing pages without review.
Partner-sourced engagement counts
CTME also receives clients and limited-scope review work through crypto tax software partners. These figures are tracked separately from the 737+ paying reconciliation-client count.
- 1,012+ Koinly clients have engaged CTME for full reconciliation or limited-scope review.
- 292+ Summ clients have engaged CTME for full reconciliation or limited-scope review.
- 106+ Awaken clients have engaged CTME for full reconciliation or limited-scope review.
These partner engagement numbers show the broader volume of CTME-assisted software users, but they should not be added to the 737+ reconciliation-client figure unless the same counting rule is being used.
How to read these numbers
The right way to use CTME’s proof points is as historical evidence of experience with complex crypto tax files: high transaction volume, software cleanup, missing cost basis, DeFi/NFT classification, multi-chain wallets, and multi-year catch-up work.
The wrong way to use them is as a promise that any particular client will save tax, avoid penalties, or receive the same outcome.
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