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April - June 2025

Please see below for the list of new releases within the Taxbit Accounting Suite for April through June 2025: 

UI Refresh

  • A cleaner, more consistent interface across the accounting suite!
  • Up to 40% faster load speed for the transactions page.

Starting Balances (Guide coming soon!)

  • Allows for more custom control of historical data during onboarding, particularly useful for Source-based cost basis methodologies. 

Auto Spam Filtering

  • Automatically remove junk/spam tokens from transaction and reporting data.
  • Please refer to this guide for more information: Managing Spam Tokens
  • Please note: This feature is only available in the Refreshed UI.

Source Tagging (Guide coming soon!)

  • Allows the ability to edit integrated sources with custom annotations/tags and filter within the Dashboard, Transactions, and Reports based on those tags. 

Dashboard Source Toggle (Guide coming soon!)

  • The ability to filter at the source level within the Taxbit Accounting Suite Dashboard, enabling a more seamless experience in viewing asset balances within each source on the Dashboard.