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Free 30-min Web3 Consultation
Book Consultation
Smart Contract Security Audits
View Audit Services
Custom DeFi Protocol Development
Explore DeFi
Full-Stack Web3 dApp Development
View App Services
Free 30-min Web3 Consultation
Book Consultation
Smart Contract Security Audits
View Audit Services
Custom DeFi Protocol Development
Explore DeFi
Full-Stack Web3 dApp Development
View App Services
Free 30-min Web3 Consultation
Book Consultation
Smart Contract Security Audits
View Audit Services
Custom DeFi Protocol Development
Explore DeFi
Full-Stack Web3 dApp Development
View App Services
LABS
Services

Institutional-Grade Tax Reporting Portal

A secure, white-labeled web portal for financial institutions to manage, audit, and export comprehensive tax reports for their tokenized asset portfolios, featuring role-based access and audit trails.
Chainscore © 2026
overview
CORE SERVICE

Smart Contract Development

Secure, production-ready smart contracts built for scale and compliance.

We architect and deploy custom smart contracts that power your core business logic. Our development process ensures security-first design, gas optimization, and full audit readiness from day one.

  • Deliverables: ERC-20, ERC-721, ERC-1155, custom DeFi logic, governance systems, and upgradeable proxies.
  • Security: Built on Solidity 0.8+ with OpenZeppelin libraries and formal verification patterns.
  • Process: From spec to mainnet in 2-4 weeks, including internal review and testnet deployment.

We don't just write code; we deliver audit-ready contracts that reduce time-to-market by 60% and mitigate critical vulnerabilities.

key-features-cards
INSTITUTIONAL-GRADE COMPLIANCE

Core Features of Our Tax Reporting Portal

Built for financial institutions and high-volume traders, our portal automates the most complex crypto tax calculations with enterprise-grade security and auditability.

01

Automated Multi-Chain Reconciliation

Automatically syncs and reconciles transactions across 50+ blockchains and 1000+ DeFi protocols. Eliminates manual data entry errors and ensures a complete, accurate ledger for tax reporting.

Key Protocols: Ethereum, Solana, Polygon, Arbitrum, Base, Avalanche.

50+
Blockchains
1000+
DeFi Protocols
02

Regulatory-Compliant Cost Basis & FIFO/LIFO

Implements IRS, HMRC, and other global regulatory standards for cost basis accounting. Supports FIFO, LIFO, HIFO, and specific identification methods with full audit trails for every calculation.

IRS/HMRC
Compliant
4+
Accounting Methods
03

Real-Time DeFi & Staking Tax Engine

Calculates taxable events for staking rewards, liquidity provisioning, yield farming, and airdrops in real-time. Handles complex events like impermanent loss and token vesting schedules.

Real-Time
Calculation
< 1 sec
Event Processing
04

Enterprise-Grade Security & SOC 2 Framework

Data is encrypted in transit and at rest. Our infrastructure is built on a SOC 2 Type II compliant framework, ensuring the highest standards of security, availability, and confidentiality for client financial data.

SOC 2
Compliant
AES-256
Encryption
05

Customizable Reporting & API-First Design

Generate Form 8949, Schedule D, and international equivalents. Our full-featured API allows for seamless integration into existing accounting, ERP, or portfolio management systems.

REST & GraphQL
API
24h
Integration SLA
06

Dedicated Compliance Support & Audit Defense

Includes access to our team of crypto tax specialists for complex scenario guidance. We provide detailed calculation logs and methodology reports to support you during financial audits.

Expert
Support
Full Audit Trail
Documentation
benefits
DELIVERING TANGIBLE ROI

Business Outcomes for Your Institution

Our Institutional-Grade Tax Reporting Portal is engineered to deliver measurable financial and operational advantages, turning compliance from a cost center into a strategic asset.

01

Automated Regulatory Compliance

Eliminate manual reporting errors and ensure 100% accuracy for IRS Form 8949, Schedule D, and international standards like DAC8. Our system auto-classifies transactions and generates audit-ready reports.

100%
Accuracy Guarantee
> 90%
Time Saved
02

Enterprise-Grade Security & Custody

Deploy with confidence using our SOC 2 Type II certified infrastructure. Features include MPC wallet integration, role-based access controls (RBAC), and encrypted data silos for client separation.

SOC 2 Type II
Certified
Zero
Security Incidents
03

Scalable Multi-Chain & Multi-Asset Support

Seamlessly aggregate and reconcile tax data across 50+ blockchains, 1000+ DeFi protocols, and all major asset types (tokens, NFTs, staking rewards, airdrops). Future-proof your operations.

50+
Blockchains
1000+
Protocols
04

Reduced Operational Overhead

Cut costs by automating manual reconciliation, data entry, and client inquiries. Our white-label portal and API reduce internal headcount needs and streamline client onboarding.

70%
Cost Reduction
< 24h
Client Onboarding
05

Enhanced Client Retention & Trust

Provide your institutional clients with a professional, branded portal featuring real-time portfolio tracking, detailed gain/loss statements, and proactive tax liability estimates.

40%
Higher Engagement
95%
Client Satisfaction
06

Actionable Financial Intelligence

Move beyond compliance. Gain insights into client portfolio performance, capital gains trends, and asset concentration with our built-in analytics dashboard for strategic advisory.

Real-Time
Portfolio Analytics
Custom
Reporting Exports
A structured approach to launching your institutional-grade tax portal

Phased Development & Deployment

Our phased methodology ensures a controlled, secure rollout from MVP to full-scale enterprise deployment. Each phase includes specific deliverables and support levels.

Phase & DeliverablesDiscovery & MVP (4-6 Weeks)Core Platform (8-12 Weeks)Enterprise Scale (Ongoing)

Multi-Chain Data Ingestion

EVM Chains (Ethereum, Polygon)

  • Layer 2s (Arbitrum, Base, Optimism)
  • Solana, Cosmos, Sui

Tax Calculation Engine

FIFO, LIFO, HIFO methods

  • Wash sale detection, Staking/Rewards
  • Custom accounting rule engine

Reporting & Exports

Form 8949, Schedule D (US)

  • International forms (e.g., ATO, HMRC)
  • Custom institutional report builder

User Management & Security

SSO, Role-Based Access Control

  • Audit trails, SOC 2 Type I compliance
  • SOC 2 Type II, Dedicated VPC, Penetration Testing

API & Integration Scope

Read-only API for transaction data

  • Write API for manual adjustments
  • Full white-label API suite & dedicated endpoints

Support & SLAs

Email & Documentation

  • Priority Slack Channel, 24h response
  • Dedicated Technical Account Manager, 4h response SLA

Typical Investment

$50K - $80K

$120K - $200K

Custom (Contact for Quote)

security-compliance
CORE SERVICE

Smart Contract Development

Secure, production-ready smart contracts built for your specific business logic and compliance needs.

We architect and deploy custom Solidity/Rust smart contracts that form the backbone of your Web3 application. Our process delivers audit-ready code from day one, integrating OpenZeppelin standards and formal verification practices to mitigate risk.

Reduce your time-to-market from months to weeks with our battle-tested development framework and reusable security modules.

  • Custom Logic: Token systems (ERC-20, ERC-721, ERC-1155), DeFi protocols, DAO governance, and bespoke business automation.
  • Security First: Multi-stage review process including static analysis, manual auditing, and test coverage exceeding 95%.
  • Full Lifecycle Support: Development, deployment, verification, and ongoing upgrade management via transparent proxy patterns.
how-we-deliver
PROVEN PROCESS

Our Delivery Methodology

We deliver institutional-grade tax portals through a structured, transparent process designed for security, compliance, and rapid time-to-market.

01

Discovery & Compliance Mapping

We begin with a deep-dive analysis of your jurisdiction's tax regulations (e.g., IRS Form 8949, MiCA, DAC8) and data sources. This phase establishes the exact reporting requirements and data ingestion architecture.

50+
Jurisdictions Mapped
2-3 weeks
Phase Duration
02

Secure Data Pipeline Architecture

We build robust, encrypted pipelines to ingest and normalize on-chain and off-chain data from exchanges, wallets, and DeFi protocols. Data integrity and audit trails are foundational.

100%
Data Integrity SLA
< 1 sec
Sync Latency
03

Core Engine & Calculation Development

Our team implements the tax logic engine, handling complex scenarios like cost-basis (FIFO, LIFO, HIFO), staking rewards, DeFi yield, and NFT disposals with precision.

Zero
Calculation Errors
20+
Supported Protocols
04

Portal UI/UX & Stakeholder Integration

We develop the secure web portal for end-users and administrators, featuring role-based access, audit logs, and seamless integration points for accountants and compliance teams.

SOC 2
Design Framework
99.9%
Portal Uptime SLA
05

Rigorous Testing & Security Audit

Every module undergoes unit, integration, and penetration testing. The final system is audited against financial reporting standards and security best practices before launch.

100%
Code Coverage
Third-Party
Security Audit
06

Deployment & Ongoing Support

We manage the cloud deployment (AWS/GCP) with full documentation and provide ongoing maintenance, including regulatory updates and 24/7 technical support.

< 4 weeks
Production Deployment
24/7
Support SLA
Institutional-Grade Tax Reporting

Frequently Asked Questions

Get clear answers on how our secure, compliant portal integrates with your operations and scales with your business.

A standard deployment for an institutional-grade portal takes 4-8 weeks from kickoff to production. This includes requirements gathering, custom development, integration with your existing systems, security audits, and UAT. For complex multi-entity or multi-jurisdiction requirements, the timeline may extend to 12 weeks. We provide a detailed project plan with weekly milestones.

ENQUIRY

Get In Touch
today.

Our experts will offer a free quote and a 30min call to discuss your project.

NDA Protected
24h Response
Directly to Engineering Team
10+
Protocols Shipped
$20M+
TVL Overall
NDA Protected Directly to Engineering Team
Institutional Tax Reporting Portal | Chainscore Labs | ChainScore Guides