The Platform for Tax Reporting, Customer Communications, and Escheatment
One integration takes mandatory compliance obligations off your plate, turning complex outreach into branded communications that customers actually understand and engage with.
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BUILT FOR
Tax Season Handled, Before It Starts
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Accounts Retained or Escheatment Filed
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Customer Communications They’ll Actually Read
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Nutshell's audit trail is built in. Every document generation, delivery, and archival event is logged, searchable, and non-repudiable — because auditors require both automated controls and documented manual review. You don't need an ops person to go through and fix things.
New IRS rules, new asset classes, new filing requirements — Nutshell is designed to absorb these without requiring you to rebuild. When the 1099-DA guidance landed, our clients were ready. In a space where the rules are still forming, you want infrastructure that moves with them.
Statements and confirms seem like PDF generation until an auditor finds a material weakness. Tax filing looks manageable until you're handling a hundred thousand consolidated forms across a crypto book. We've seen what homegrown builds cost in people and time. Save the headcount and the hours. We'll handle it instead.
Guaranteed delivery. Accurate forms. Brand-consistent communications. The things your customers see — their statements, their tax documents — represent your platform. Nutshell makes sure they hold up.
Brokerage statements · Trade confirms · Required notices
Financial platforms are required to deliver accurate, compliant communications to their customers and regulators: on time, every time, with a documented audit trail. Many platforms underestimate how regulated this actually is. Nutshell handles the full lifecycle: composition, delivery, archiving, and the audit controls that regulators require.
Brokerage statements and trade confirms
Required regulatory notices and disclosures
Multi-tenant delivery across 30+ sub-clients from a single platform
Branded, digital-first communications with per-firm customization
SEC-compliant WORM archiving and indexed search
Who it's for
Clearing firms, broker-dealers, and fintech platforms that are hitting the wall on their existing document solution, whether homegrown or a legacy vendor.
Cost basis calculations · 1099 generation · IRS direct filing
Tax reporting for financial platforms isn't one step — it's a chain. Accurate cost basis feeds accurate forms, which feed accurate filings. Nutshell handles the full sequence: taking raw transaction records, calculating gains and losses, generating the appropriate 1099s, and filing directly with the IRS.
Who it's for
Crypto platforms, prediction market operators, and digital asset brokerages managing tax filing obligations at volume, especially in asset classes or transaction structures that existing tax vendors handle poorly.
Dormancy tracking · Due diligence outreach · State filing
Every state requires businesses to reconnect with owners of inactive accounts or turn the funds over, each with deadlines and rules that differ by jurisdiction and property type. Miss one, and an account you could have kept becomes one you're required to give up. Nutshell tracks dormancy, reaches owners before the deadline, and files compliantly wherever funds are owed – but the real opportunity is keeping the accounts that matter before they're gone for good.
Dormancy tracking across account and property types
Automated due diligence outreach before state deadlines
Identification of accounts that can be reengaged before they escheat
State-by-state filing aligned to each jurisdiction's deadlines and format
Full audit trail and required record retention
Who it's for
Compliance and operations leads at broker-dealers, banks, and crypto platforms managing accounts across multiple states, especially teams still tracking dormancy and deadlines manually.
