Waltio

Set up your account and get started with Waltio in minutes.

Getting Started & Setup

Is there a right time to sign up for Waltio? This article provides best practices to help you approach the tax season with peace of mind.

Getting started - When to sign up on Waltio?

This article explains how to sign up for Waltio and start setting up your account.

Getting started - Create a Waltio Account

Welcome to Waltio! Here is the essential information you need to know when getting started with Waltio.

Getting started - Use Waltio in 5 steps

This article explains how to secure your Waltio account using a protected email address, a strong password, and two-factor authentication (2FA).

Getting started - Securing your Waltio account

In this article, we explain how to correctly set up the tax profile for your Waltio account.

Getting started - Set up your tax profile

1. Discover Waltio and set up your account

In this article, we explain the different methods to import your transactions into Waltio.

Getting started - Add a crypto account on Waltio

In this article, you will find the list of exchanges, blockchains, and wallets supported by Waltio.

Getting started - List of supported platforms

In this article, we explain how synchronization works on Waltio.

Getting started - How synchronization works and management

An introduction to integrating all your transactions into Waltio

2. Connect your platforms and wallets

In this article, we explain why it is essential to have as comprehensive a transaction history as possible.

Getting started - Importance of a complete transaction history

In this article, discover your transactions page and learn how to use it.

Getting started - Exploring the transactions page

In this article, we present the different types of warnings and explain how you can resolve them.

Getting started - Resolving warnings

Review your transactions history and fix the warnings.

3. Review and correct your data

In this article, we explain how to generate your tax report and where to download your documents.

Getting started - Generate and download your tax documents

In this article, we provide a checklist of key items to review to ensure your crypto tax report is accurate and compliant.

Getting started - The checklist for an accurate tax report

Learn to generate your tax files on Waltio

4. Generate your tax files

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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