Recap

How Accountants can make use of Recap's Sharing Portal

How to get started as an Accountant

A guide for accountants inviting crypto clients to Recap

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?

Remove a share, cancel a share and security information.

How to share your Recap account with an accountant or tax professional

Recap for Accountants, CPAs, Tax Professionals and Financial Advisors. Sharing data and viewing a client's portfolio in Recap..

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