Finbooks Reviews 144

Cryptobooks offers an excellent user experience with a clean, intuitive interface and a high-quality, reliable service. Customer support is outstanding, with special thanks to Diego for his professionalism, responsiveness, and helpfulness.

Best service

Software compatible with Italian regulations and now with AI interaction to solve problems. Excellent problem/error reporting system and always available staff

Excellent experience! Thanks to Paolo and his his team.. they gave ma a great output with their extraordinary skills and kmowledge

The application is complete and intuitive.
I also just experienced the assistance: very competent and trained staff, as well as kind and patient.
In short, a beautiful confirmation

I needed the services from this company since I had a lot of crypto transactions for 2024 and my tax accountant was not able to do the calculations with just the basic reports ( crypto is a relatively new thing to include in the spanish tax declaration ) . It is important to state that I had to use their personalized full expert service which implies a custom budget which may vary depending on each situation ( amount of transactions, types of transactions, amount of tokens, amount of capital, etc... ) so it can get pricy depending on your situation. But once finished the report was etremely detailed and useful and also came with instructions for my accountant on how to use the reports and how to fill in the tax declaration correctly with the data provided in the reports....so u can´t get lost with that service and also the people working for cryptobooks are very professional and know their business...

Spanish user (cryptobooks.tax redirects to spanish version): Edited review after cryptobooks flagged it as "defamatory", I reduced the rating to 1 star (from 2 stars) also due to lack of direct contact attempts (on the refund subject). I'd be more than willing to change all my reviews (here and other sites) if THEY refund me fully and voluntarily, as they should have the obligation to do and keep their word, or convince me of why they shouldn't (beyond being cheapstakes) at least refund me the enthusiast plan. I've expressed openness to dialogue on their spanish youtube channel, and I'm sure they still have my email, even though I requested data cancellation. They could just answer this review directly, which they didn't as of 18/Jun/2025, and the first version of this review was posted on Jun 5th.

Updates: They actually emailed me on Jun 19 (after flagging): As proposed by Mattia CPO of cryptobooks, we had a videocall, he took feedback, he admitted they should stop users from downloading document/s when erroneous (transaction plan excessess) in the future. Even so, he refused to refund newbie plan, said he'd immediately refund enthusiast, but I think it may already be settled by my bank, yet dispute is still open.

Conclusion: My bank evaluated this case and intervened forcefully refunding what was righteously mine. Since CB just wouldn't do it.

Case: For most crypto exchanges, you don't know what your total amount of transactions will actually result being, it gets harder the more exchanges you use.

With a lot of cent worth stake rewards, you know this is going to easily bloat cryptobooks's transaction limits, but if you're unsure, you can easily end up finding out after you've paid (and then their system warns you).

Their spanish youtube claims: Even before you pay, if you use the API scans, you can figure out what plan you need, but this isn't stated at all in their plans sections, and I never noticed it through the website's natural design, while being a client, which makes me think this relatively hidden feature is by design, to easily get the customer to pay, and then pay more than initially expected by ascending to the next tier for a higher transaction processing limit. Else this customer flow should definetly be improved.

Coincidentally a week after my experience with them, they actually uploaded the mentioned video explaining this plan calculation method, when they could have explained it to me before suggesting an upgrade to enthusiast plan (100 eur, discount not considered), and found out I still exceeded 1000 transactions (by 24 transactions, because of around 95% stake reward transactions being registered), and then another one to Trader plan (150 eur, discount not considered), point at which I said I wouldn't pay more, and asked for a refund. It almost looks like they're covering up for their misleading design with this video (in regards to limit calculations, because otherwise most of the website's graphic and flow design is not too bad).

Most important: While I was a client, they offered a 14 day money back guarantee with no apparent conditions attached (which to be honest contradicted their T&C's of forfeiting refunds when downloading the document) in their faq's, although they just changed them after my experience to reflect the importance of not downloading any documents to get a refund so if you're not satisfied, they won't keep the word they initially stated on their FAQ's, and decline refunds, this has happened to me, with the excuse I already downloaded a document while in newbie plan, and the service is "considered complete", but even if I accepted that the service was "complete" because of that action, the document in question would be useless to anyone, since I downloaded it for newbie tier with unprocessed transactions (beyond the tier's limit), which means the calculations would be wrong.

If we're to agree that downloading an incomplete / erroneous document while in newbie plan exceeding their processable transactions limit (which I find seriously injust and abusive) forfeits the refund, they should at least refund me the difference between the newbie plan and the enthusiast plan for which I never downloaded anything, which is a difference of around 43 eur (discount from 70 or such difference), but they won't even have the courtesy to do that.

Many other reviews state the same refund negatives so this isn't a first, this is presumably one way they keep their business running.

In conclusion, cryptobooks has quite a bit to polish in regards to their billing and general user experience.

Any case, it doesn't matter what my reason is, they should have the courtesy to refund, specially when I clearly haven't benefitted from their service nor received adequate results from it.

Very competent team in crypto regulations and taxation, fiscal planning and tax loss harvesting. Helped me report tax gains in 2023 and it's always up to date with local regulation. Customer Service has been very responsive and helpful in solving issues and proposing solutions. Great experience so far!

This software is the best in the industry as of now. It helped me declare my crypto incomings of the 2023 perfectly.