The 1099-DA season is a reconciliation season. Bring evidence.
From the 2026 tax year, brokers report cost basis — and for transferred-in, self-custody and DeFi coins, that figure is routinely blank or wrong. Your clients run our free read-only scan; what you get is the working paper: chain-computed basis, broker-figure reconciliation with code B adjustments, a balance tie-out, and a public transaction hash on every line.
How it works
- Create a workspace below — it is a private link mailed to you, no account.
- Send clients your intake link. They run the free scan themselves.
- A client who consents attaches their saved result to your workspace. You see exactly what they chose to share, nothing else, and they can delete it at any time.
- Each result carries the Form 8949 draft (box selection, code B corrections when a 1099-DA is uploaded), the printable evidence report, and — for scans cut at the 2024→2025 boundary — the Rev. Proc. 2024-28 allocation statement.
Create a workspace (free)
What this is not
Verilot does not compute a return and does not assert tax positions. It is the evidence layer: what the chain shows, what the broker reported, where they differ, and the paper trail for the call that remains yours. Workspaces are free during the beta; professional-tier pricing lands before the 2027 filing season, and early workspaces keep a founding rate.