We are building a crypto accounting module. We want your opinion.
Come build the ideal product with us.
DoDocs already handles document chasing, extraction, reconciliation and posting for accounting firms in Canada and the US. Crypto is next. Before we write the spec, we want the bookkeepers and accountants who would use it every day to tell us exactly what it has to do.
Why we are asking you first
You know where the hours go
Exchange exports, missing cost basis, transfers that look like income. You see it every close. We would rather build from your reality than our guesses.
Your must-haves become the spec
The features you pick and the problems you describe decide what we build first and what we leave out.
First in line for the beta
Firms who contribute are invited first when the limited beta opens, and can talk directly with our product team if they want to.
Where we are starting. Tell us if we are wrong.
These are working ideas, not features. Nothing here is built yet.
Exchange sync
Read-only connections to a client's registered exchanges, so trades, deposits, withdrawals and fees come in without CSV exports.
Categorisation you approve
Each transaction valued in CAD or USD at the time it happened, with a suggested income or expense category your team confirms.
One set of books
Crypto posted to the same ledger in QuickBooks, Xero, Odoo, Zoho and others, through the same review and close.
Client data stays under your control.
We know many firms are careful about AI, so these are our starting principles. Exchange connections are read-only: the module could see activity but never trade, withdraw or move funds. Your firm decides which clients are connected and can disconnect at any time.
Client data is not used to train AI models. Every suggested entry is reviewed by your team before it posts, and each change is logged with who approved it. If you need more than this to trust it, tell us in the survey.
Design the module with us
There are no wrong answers. Specific beats polite.
Step 1 of 4 · Your clients
The crypto accounting module is in discovery. Nothing on this page describes a live product.