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Introduction

The CoinTracker Tax Kit is a React SDK (@cointracker/tax-kit) that embeds CoinTracker's tax flow inside your application as an iframe. Your users keep their session on your product — they connect wallets and exchanges, calculate cost basis, review transactions, and export tax forms without ever leaving your domain.

This site documents the public surface for partner engineers integrating the SDK. If you're looking for end-user help, send users to your in-product support page.

How embedding works​

The integration has three actors. Your code only touches two of them.

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  • Your React app wraps <TaxKitProvider> around the part of the tree where the kit should live. The provider renders the iframe and brokers the bridge.
  • Your backend mints short-lived CoinTracker JWTs on demand. Your frontend calls it via the fetchAccessToken prop.
  • The CoinTracker iframe is what your users see. It runs on a CoinTracker-controlled origin, talks to CoinTracker's GraphQL API directly, and reports state back to your React app via post-robot RPC.

You never touch the CoinTracker GraphQL API yourself — the iframe owns that conversation.

What you provide​

  • A React frontend that wraps <TaxKitProvider> around the part of your app where the kit should live.
  • A backend handler that mints a short-lived CoinTracker JWT for the signed-in user and returns it to the frontend.
  • Optional partner branding (theme tokens, copy overrides, logo registered on the CoinTracker side).

What the Tax Kit gives you​

  • A drop-in iframe with all of CoinTracker's onboarding, cost-basis calculation, and tax-export flows.
  • Live useTaxKit() state in your React tree — open / close, status, errors, sync progress.
  • Cross-origin RPC via post-robot so your parent app and the iframe stay decoupled.
  • Theming via design tokens that match your product's look.
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Quickstart

Install and render the provider in five minutes.

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Provider reference

Every prop the new grouped shape accepts.

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Hooks API

Read state and trigger actions from your UI.

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Migrating from 2.1

Old flat props mapped onto the new grouped shape.

Versions​

This site documents @cointracker/tax-kit@2.2.x. Partners still on 2.1.x should read the migration guide before upgrading — the prop shape was reorganized and four props were removed.

Getting support​

  • For integration questions or partner-specific behavior, reach out to your CoinTracker integration owner — the rep who ran your kickoff or your assigned partner contact. They're the fastest path to environment credentials, JWT signing config, and partner-specific behavior.