Recap's Agent Portal
Recap for Accountants, CPAs, Tax Professionals and Financial Advisors. Sharing data and viewing a client's portfolio in Recap..
5 articles
Written by Sam Adams and David Collins
How to get started as an Accountant
How Accountants can make use of Recap's Sharing PortalWritten by Sam Adams. Updated over a week ago
How do I invite a client to Recap?
A guide for accountants inviting crypto clients to RecapWritten by Sam Adams. Updated over a week ago
How does Recap's Agent 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?Written by David Collins. Updated over a week ago
How do I manage sharing my data?
Remove a share, cancel a share and security information.Written by Sam Adams. Updated over a week ago
How do I invite an Agent?
How to share your Recap account with an accountant or tax professionalWritten by Sam Adams. Updated over a week ago