Recap makes it easy for accountants and advisors to collaborate with clients on their crypto tax reporting.
You can either request access to a client's existing portfolio, or create a managed portfolio on their behalf.
This guide covers both approaches and explains what your client will experience when they receive your invitation.
Adding a new client to Recap
Navigate to the Clients page
Select Clients from the left-hand menu.
Click the Add client button in the top right corner of the screen.
Choose how to manage the client's portfolio
Next you'll choose how you want to manage their portfolio:
Client manages their own data (Recommended)
Your client connects their own wallets and exchanges
You can view, edit, and reconcile with their permission
Your team may optionally assign a licence
The client's use of Recap is governed by Recap's Terms of Service and Privacy Policy
You manage data on behalf of client
Your team connects wallets/exchanges and controls the client's data
You can optionally invite the client for collaboration
Your team is responsible for billing and licensing
You are responsible for ensuring appropriate engagement terms and privacy notices are in place
Select your preferred option and click Continue.
Option A: Client manages their own data
If you selected "Client manages their own data", you'll need to request access to the client's portfolio.
Enter the following details:
Client name – Your client’s name
Client email – The email address associated with their existing Recap account, or the email address where they should receive the invitation
Once you’ve entered these details, click Request access to send the invitation.
Your client will receive an email inviting them to either share an existing portfolio with you or create a new Recap portfolio that will be shared with you once set up.
While you’re waiting for the client to accept the invitation, they’ll appear in your Clients list with a Requested status. The status will update automatically once they accept and grant access.
Option B: You manage data on behalf of client
If you selected "You manage data on behalf of client", you'll create a team portfolio for your client.
Enter the following details:
Client name – Your client's name
Client email – Your client's email address
Client reference – An optional reference ID or code (e.g., from your practice management system)
Portfolio tax authority – Select the relevant tax jurisdiction
Portfolio type – Choose Personal (for individuals) or Company (for registered businesses)
Click Create team portfolio to add the client.
What is a team portfolio?
A team portfolio is a shared Recap portfolio that allows multiple team members to access and work on the same client data.
The client will appear in your Clients list with Team control and Edit access.
Managing your clients
Once a client accepts your invitation, they'll appear in your Clients list with their access details.
The Clients page shows:
Name – Client's name
Reference – Your internal reference code
Email – Client's email address (with verification status)
Control – Who controls the portfolio (Client or Team)
Access – Your access level (View or Edit)
Licence – Whether a licence is assigned
Transactions – Transaction count
Last Updated – When the portfolio was last modified
To edit or remove a client, click the three dots menu on the right side of their row.
What your client sees
When a client receives your invitation, they'll see a pending invitation in their Settings > Sharing page.
They can click Respond to view the access request.
From here, they can:
Choose the access level to grant (Viewer or Editor)
Click Accept to approve the share, or Decline to reject it
Clients can see and manage who has access to their portfolio in Settings > Sharing under Active advisor shares.
From here, clients can change the access level or Revoke access at any time.
Security & Privacy
End-to-end encryption applies to both your data and your client's data meaning it is never accessible by anyone else, even Recap. You can read more about our privacy-focused approach here.