Example workflow
Try the private beta flow with sample data first
Use this synthetic CSV to see how import, review, report generation, and practitioner handoff work before uploading a real exchange export or saving read-only API keys.
1Download sample CSV
2Upload it in Imports
3Review detected rows
4Generate draft pack
What the sample covers
- Synthetic buys, sells, fees, and a staking reward.
- No real taxpayer, wallet, exchange account, or credential data.
- Enough variety to demonstrate review-led draft estimate behavior.