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Recap's Agent Portal

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
Sam Adams avatarDavid Collins avatar
Written by Sam Adams and David Collins

How to get started as an Accountant

How Accountants can make use of Recap's Sharing Portal
Sam Adams avatar
Written by Sam Adams. Updated over a week ago

How do I invite a client to Recap?

A guide for accountants inviting crypto clients to Recap
Sam Adams avatar
Written 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?
David Collins avatar
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.
Sam Adams avatar
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 professional
Sam Adams avatar
Written by Sam Adams. Updated over a week ago
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