You
We handle the
Track your portfolio across brokers, banks and digital assets, prepare tax reports, optimise your tax position and stay compliant.
No card required. Try it first, decide later.
All your investments in one dashboard
Connect and track brokers, trading accounts, banks, exchanges and crypto wallets to get a complete view of your tax liability.
Create tax-ready documents in seconds
Export pre-filled forms and reports for your Self Assessment or share them directly with your tax adviser.
Pay less tax on your investments
Assess the tax impact of your transactions and use analysis and optimisation tools to make more informed decisions over time.
Get support when you need it
If something is unclear, something doesn’t add up, or you want a second opinion before proceeding, our team is on hand to help whenever you need it.
All your assets in one dashboard
Sync transactions via API or CSV from banks, brokers, trading accounts, exchanges and wallets to get a complete view of your portfolio and all tax reports.
File your tax return with confidence
Get pre-filled tax documents and up-to-date instructions for the current tax year, designed to help you file a complete return and stay prepared in case of audits.
One click to get your data in order
Missing transactions, transfers between accounts and inconsistencies across platforms are detected and resolved automatically.
Want to know how much tax you’ve generated since the start of the year?
Track the tax impact of your transactions as you invest and keep your current tax position under control.
Want to see how your investments are performing?
Compare realised and unrealised P&L by tax year and assess the actual performance of your portfolio over time.
Highly recommended!
It offers an excellent user experience with a clean, intuitive interface and a high-quality, reliable service. Customer support is outstanding, with special thanks to Diego for his professionalism, responsiveness, and helpfulness.
Lorenzo
Finbooks to the rescue
I needed the services from this company since I had a lot of crypto transactions for 2024 and my tax accountant was not able to do the calculations with just the basic reports ( crypto is a relatively new thing to include in the spanish tax declaration ) . It is important to state that I had to use their personalized full expert service...
Phil Marko
The best tax software I've used
I’ve had the chance to try out several similar programmes, and this is undoubtedly the best, most intuitive and most accurate one I’ve used.
David Cogotti
Very good assistance
The application is complete and intuitive. I also just experienced the assistance: very competent and trained staff, as well as kind and patient. In short, a beautiful confirmation
Edoardo
An excellent experience
I turned to this service to sort out some overlooked tax matters that had become complicated over time. The service was punctual, professional and very efficient, and I must admit it resolved a number of issues that only their expertise could have untangled in such a short space of time.
I highly recommend them.
Carlotta
I had a really good experience
The staff were knowledgeable and guided me with patience and understanding, as this is my first time getting involved in the world of crypto. Thank you!
Samantha Kingston
Competent team, great product
Very competent team in crypto regulations and taxation, fiscal planning and tax loss harvesting. Helped me report tax gains in 2023 and it's always up to date with local regulation. Customer Service has been very responsive and helpful in solving issues and proposing solutions. Great experience so far!
Marco
Crypto and exchanges under control, with tax data readily available
Convenient monitoring of exchanges, crypto assets and transactions. Tax data is easily accessible, with pre-filled templates for the 730 declaration form for the tax return. We are happy to accommodate your personal requirements when updating your profile.
Claudio Gori
Software compatible with..
Software compatible with Italian regulations and now with AI interaction to solve problems. Excellent problem/error reporting system and always available staff.
Davide
Already using another software? Switch to Finbooks at no cost
If you’ve already purchased another software to declare your investments, Finbooks will refund 100% of the cost.
To proceed, activate a plan, send proof of purchase of the previous software, and receive your refund.
Any questions? We’ve got the answers.
You invest. We handle the tax.
Copyright © 2022-2026
