Solutions
GainsKeeper® Brokerage
GainsKeeper Brokerage calculates cost basis-adjusted for corporate actions and wash sales, and applies multiple lot relief methods as required by the cost basis reporting law.
GainsKeeper® for Digital Assets
GainsKeeper for Digital Assets is a tax compliance solution that helps brokers and digital asset platforms meet IRS reporting requirements, including Form 1099-DA. It automates cost basis tracking, supports various asset types, and ensures secure, scalable reporting.
GainsKeeper
Award-winning, tax lot accounting solution marketed to the brokerage, fund investment and active trader & individual investor communities.
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BasisPro Inheritance
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Regulatory Change Management
Automate your regulatory change management process using our award-winning OneSumX for Regulatory Change Management software and content.
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