Redesigning the core experience for a leading crypto tax platform

Koinly is one of the world's leading crypto tax platforms, helping people calculate, report, and reduce their crypto taxes across 800+ exchanges and wallets. We came in as a design partner to establish a new design language for the product and redesign the core experience from the ground up, from onboarding through to tax reporting and portfolio management.

The dashboard is where Koinly earns trust every time someone logs in. We redesigned it to surface the most important signals portfolio value, gains and losses, and tax position clearly and without noise. A read on your crypto life, at a glance.

Transaction history is the core data layer of the product. We designed a transactions view that makes large volumes of data manageable, filterable, scannable, and easy to act on when something needs fixing.

Managing multiple wallets across chains and exchanges is where most crypto tax tools fall apart. We designed the wallets experience to make adding, viewing, and reconciling wallets straightforward whether you're connecting via API, CSV, or public address.

The moment Koinly delivers on its promise. We designed the tax report experience to make a complex output feel clear: your gains, losses, income, and filing-ready documents all in one place, formatted for TurboTax, your accountant, or the IRS directly.

A live view of the markets, built into the platform. We designed market prices to give users context on their portfolio without leaving Koinly, with current prices, trends, and the assets they actually hold.

Upgrading should feel like a natural next step, not a sales pitch. We designed the plans page to present Koinly's tiers clearly: what you get, what you need, and how to move forward without pressure.

First impressions set the tone for everything after. We designed the onboarding and authentication flow to get users connected and oriented quickly: sign up, connect your first wallet, understand what Koinly does before the complexity of the full product unfolds.

Account management, tax settings, and preferences are functional, consistent, and organised. The kind of settings experience that users trust because it never surprises them.