Specific sessions, constraints, and outcomes—not star ratings.
Voices from people who brought exchange exports to the desk or finished classification in the organizer before 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.
— Mei L., private investor, Mid-Levels
The export review caught duplicate Binance rows I would have classified twice. That ninety minutes cost less than the correction my preparer quoted the year before. I still needed a full classification day afterward; the review alone did not finish the ledger.
— Daniel K., contractor, Kwun Tong
We booked a half-day expecting to finish 2022 and 2023. 2022 alone filled the block because of staking reward lines without clear acquisition values. They flagged every open item instead of inventing prices, which my accountant preferred even though it meant a second session.
— Aisha R., founder, Sheung Wan
I classified most lots myself in the desktop organizer on rainy weeknights. The handoff packet service formatted what I already decided—cover note, register, appendix—so I was not wrestling with PDF layout the week before my filing deadline.
— Tom H., portfolio manager, Admiralty
A client arrived with four years of histories collapsed into one folder—two exchanges closed, one still active, and a hardware wallet used for long holds. The first full-day session only mapped transfers between self-custody addresses so disposals would not be double-counted.
The second day assigned lots for 2021 disposals using specific identification where purchase confirmations still existed. Several early airdrops remained unclassified with notes for the accountant. The packet went out with those gaps labeled rather than filled. The preparer’s follow-up focused on the airdrop treatment, not on reconstructing the transfer graph.
That pattern—transfer map first, lots second, unanswered lines left visible—is now our default for messy multi-wallet years.