The case study focuses on how FORVIS, a top accounting firm, uses specialized software, Ledgible, in partnership with Thomson Reuters, to streamline cryptocurrency tax reporting for its clients. As digital assets become more common in client portfolios, managing and reporting crypto transactions has become complex and time-consuming. Ledgible automates the process, reducing manual work and ensuring accurate tax compliance, especially for clients with thousands of transactions. By using Ledgible, FORVIS enhances efficiency, reduces calculation errors, and supports clients with multiple crypto sources in tracking gains and losses for tax filings.

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