Last updated on 7 August 2026
How to Send a Koinly Invitation? 7 Simple Steps
You need to go into your Koinly account settings, navigate to the “Team” section, and enter the email address of the accountant or tax professional you want to invite.
Whether you are a crypto investor preparing your tax reports or an accountant managing a client’s crypto portfolio, using Koinly simplifies the process. However, for everything to run smoothly, it’s essential to ensure the right people have access to your Koinly account. This is where sending an invitation becomes crucial. By doing so, you can grant the necessary access while keeping things organized and secure.
What Is Koinly?
Koinly is a widely used crypto tax software trusted by investors, traders, and accountants worldwide. It tracks your crypto transactions, calculates profits and losses, and generates organized tax reports—all without the hassle.
It supports a wide range of wallets, exchanges, and blockchains. Whether you’re in the UK, US, or anywhere else, Koinly adjusts to your local tax rules, including HMRC in the UK and IRS in the US.
People use Koinly to save time, stay accurate, and avoid the headache of doing crypto taxes manually. If you’re working with an accountant, it’s often easiest to just give them access to your Koinly account. That way, they can see it all in one place and generate your reports without breaking a sweat.
Why Would You Send a Koinly Invitation?
You would send a Koinly invitation if:
- You’re working with a tax advisor or crypto accountant.
- You need help reviewing or correcting transactions.
- You want someone to generate your tax reports on your behalf.
- You’re part of a team managing multiple accounts or portfolios.
Rather than sharing your login credentials, Koinly allows you to invite a professional safely. They get limited access, so they can only view and edit what’s necessary, not your personal account settings or payment info.
Step-by-Step Guide: How to Send a Koinly Invitation
Let’s break it down in simple terms:
Step 1: Log Into Your Koinly Account
Head over to Koinly’s website and sign in using your email and password. Once you’re in, you’ll land on your dashboard where you can view all your transactions and get a quick snapshot of your crypto portfolio.
Step 2: Go to ‘Settings’
In the menu (usually on the left side), click on “Settings.” You might see sections like Tax Settings, API, and so on.
Step 3: Choose the ‘Team’ Tab
Under Settings, find and click on the tab that says “Team.” This is where you manage who else can access your account.
Step 4: Click ‘Invite User’
Look for a button that says something like “Invite Team Member” or just “Invite”, it should be easy to spot on your dashboard. Click on that.
Step 5: Enter the Email Address
A small pop-up will appear. Enter the email address of the person you want to give access to your Koinly account, such as your accountant, tax advisor, or team member.
Example:
If you are working with Crypto Accountants, you can enter: example@cryptoaccountants.co.uk.
Step 6: Choose Access Level
You may be prompted to pick a role or set permissions, like whether they can just view your data or make changes too. Typically, “Editor” access is suitable for accountants. It allows them to view transactions and generate reports but not make high-level account changes.
Step 7: Click ‘Send Invitation’
Click the send button, and the person you invited will receive an email with a link to join. Once they click on the link and accept, they’ll be successfully added to your Koinly account team.
And that’s it, your accountant now has access and can take it from here.
Example Use Case
Let’s say Emma is a UK-based crypto investor. She has traded on Binance, Coinbase, and uses Metamask for DeFi. She’s overwhelmed by all the transactions and wants help from a crypto accountant.
Instead of sending spreadsheets and screenshots, she sends a Koinly invitation. Her accountant logs in, syncs all the wallets, checks for missing data, and generates her HMRC tax report in just a few clicks.
The whole process saves both Emma and her accountant hours of work and helps her stay compliant with tax laws.
Important Things to Know
- You remain in full control: You can remove access anytime.
- Accountants don’t need to pay: Only the main account (yours) needs a subscription.
- Secure sharing: Koinly uses encrypted connections and secure account permissions.
- Multiple invitations allowed: You can invite more than one person if needed.
Is Koinly Worth It?
Yes, especially if you’re dealing with more than a few crypto transactions. In fact, according to a 2023 report by Finder, over 10% of adults in the UK now own crypto. However, many of them don’t realise they need to pay Capital Gains Tax or report their holdings to HMRC. As a result, it’s important to stay informed and compliant with tax regulations.
Using Koinly and sharing access with a crypto accountant makes the entire process straightforward and far less stressful. With real-time syncing and seamless integration with major crypto exchanges, the software keeps everything up to date—eliminating manual effort and reducing hassle.
Final Thoughts
Sending a Koinly invitation is easy, safe, and smart especially if you are serious about staying compliant with crypto tax regulations. It takes less than five minutes, but it could save you hours of stress when it comes to tax season.
If you are working with a tax expert, don’t wait until the deadline. Send the invitation early, let them review your data, and stay ahead of the game.
Need Help with Koinly or Crypto Tax?
Contact Crypto Accountants. We specialise in helping UK crypto investors and businesses stay tax-compliant. Whether you are using Koinly, TokenTax, or need bespoke advice, we’re here to support you.
Reach out to Crypto Accountants today.
People Also Ask
Can I invite more than one person to my Koinly account?
Yes. You can invite multiple team members or professionals. Each will get their own access based on what you allow.
What if my accountant doesn’t know how to use Koinly?
Most crypto accountants are already familiar with Koinly. However, if they’re not, the platform is easy to learn. In fact, Koinly offers plenty of tutorials and support documentation to help them get up to speed quickly.
Can I remove someone after inviting them?
Yes. Go to the same Team section under Settings, and click “Remove” next to their name.
Does Koinly charge extra for inviting an accountant?
No, inviting an accountant or tax professional is free. Only the account owner is responsible for the subscription cost.
