Automation Orches
Classify each crypto lot before the ledger leaves your desk.
A desktop tax-lot organizer for traders and founders in Hong Kong who need every entry tagged, matched, and ready for accountant handoff.
What arrives on the accountant’s side
We organize acquisition dates, disposal proceeds, and lot notes so your preparer receives a coherent packet—not a folder of raw exchange exports.
Most handoffs stall when cost basis is unclear. Automation Orches keeps classification manual and deliberate: you assign lots entry by entry, attach source notes, and export a structured packet your accountant can open without reverse-engineering wallet history.
Sessions in Tsim Sha Tsui focus on messy multi-exchange years—the kind where airdrops, transfers between wallets, and partial disposals sit in separate CSVs.
Walk the handoff sequenceWork we take on
Human-led classification support around the desktop organizer—not a black-box estimate of your tax bill.
Accountant handoff packet
Assemble a labeled packet from an already-classified organizer file so your preparer receives one coherent set of notes.
Exchange export review
A focused pass over raw CSVs to spot transfer rows, fee lines, and duplicates before classification begins.
Lot classification session
Sit with your exchange exports and assign cost basis lot by lot in the desktop organizer, with notes ready for your accountant.
From a recent handoff
I had three exchange exports and two cold-wallet CSV dumps for 2023. They sat with me for two evenings while I tagged each disposal lot in the organizer, then shipped the packet to my accountant in Central. She asked one clarifying question about an airdrop—nothing about missing cost basis.
Bring the year’s entries to the desk
Tell us how many exchanges and wallets you need classified. We reply within one business day with a suggested session length.
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