All Collections
Recap's Accountant Sharing Portal
Recap for Accountants, CPAs, Tax Professionals and Financial Advisors. Sharing data and viewing a client's portfolio in Recap..
How to get started as an AccountantHow Accountants can make use of Recap's Sharing Portal
How do I invite a client to Recap?A guide for accountants inviting crypto clients to Recap
How does Recap's accountant sharing work?What is Recap Agent Sharing? How do I share my data with my Accountant? How can I invite someone to see my data in Recap?
How do I manage sharing my data?Remove a share, cancel a share and security information.
How do I invite an accountant?How to share your Recap account with an accountant or tax professional