CoinTracker Promo Code and Referral Discount: The Full Terms

Sign-up bonus

20% off the first paid plan for new customers who sign up through a referral link. The free plan tracks your portfolio and previews your taxes.

Fee discount (kickback)A kickback is the share of your own trading fees the platform hands back to you, usually for as long as the account exists.

20% off the first year of a paid plan; renewals are charged at the regular price

Referrer reward

20% of the friend's first-year subscription cost, capped at $500 per referral

KYCKnow Your Customer: identity verification with an ID document and often a selfie, required by regulated platforms before bonuses or withdrawals.

No identity verification. Referrers may need extra payout details in some countries.

Withdrawable?

Referrer: yes, cash via PayPal or Venmo 30 days after the friend's purchase. Invitee: a price cut, not cash.

Availability

Tax support for 40+ countries, with checkout in local currency

How the bonus unlocksWhat you must do (deposit, trade a volume, hold funds) before the bonus becomes usable or withdrawable.

New CoinTracker customer, signs up through the invite link and buys a paid plan. Promos cannot be combined and cover the first year only.

Most CoinTracker promo code pages give you a link and a big “20% off” badge. That number is real, and it comes from CoinTracker’s own referral program article: a friend who signs up through your invite link “will get 20% off their first paid plan”. What those pages rarely add is that the discount covers only the first year of a subscription that renews automatically, and that it cannot be stacked with any other promo.

This review puts the 20% against CoinTracker’s published prices, shows what you pay in year two, and explains the free plan, so you can decide whether a code is worth anything for your tax situation.

• 20%off the first paid plan for new customers via a referral link
• $59price of Base, the cheapest paid plan, per year
• $500maximum the referrer can earn from one friend
• 30 daysrefund window, as long as no tax forms were downloaded

What a CoinTracker promo code really gives you

CoinTracker has two discount routes. The first is the referral program run with Cello, a referral software company. The second is partner promos, which CoinTracker mentions in its pricing FAQ without listing them publicly. The pricing FAQ sets three rules that apply to both:

• Promos cannot be combined.
• If you qualify for more than one, CoinTracker applies the one that saves you the most.
• Promos apply to your first year only.

That last row comes from the pricing FAQ, which says first-time filers on Base “pay an introductory rate for their first year”. CoinTracker does not publish the amount, so check the checkout screen. Because promos never stack, you get whichever of these is largest, not their sum.

CoinTracker pricing in full

CoinTracker sells annual subscriptions priced by how many transactions you have in the tax year you are filing. Earlier years do not count against the limit. Each plan has a regular and a “plus” level, according to the pricing page:

Two rules make CoinTracker’s prices go further than the sticker suggests. Spam, dust and referral rebatesRebates such as exchange fee kickbacks or referral payouts are small incoming credits. Many tax tools count each one as a transaction; CoinTracker excludes them on paid plans. never count toward your limit on paid plans, and from Prime upward staking rewards and interest are excluded too. And one plan includes forms for every past year you traded, so catching up on three years costs the same as filing one.

Worked example: what 20% off saves on each plan

The referral discount is a straight 20% off the first paid plan. Here is what that means in dollars, and what the same plan costs when it renews.

A concrete case: you made 600 trades this year and never filed crypto taxes before. Prime covers 1,000 transactions this year and includes forms for every past year. With the referral link you pay $159.20 instead of $199, a saving of $39.80. If you leave auto-renewal on, next year you pay the full $199 at your current tier. If you only needed one catch-up season, turn auto-renewal off right after buying.

The free plan: a preview, not a report

CoinTracker’s Free plan is useful but limited on purpose. You can connect as many wallets and exchanges as you like (each wallet can hold up to 50,000 transactions), see portfolio value, get automatic categorization and cost basisCost basis is what you originally paid for a coin, including fees. Your taxable gain is the sale price minus the cost basis, so a missing cost basis can make gains look far larger than they are. rebuilt across transfers, and preview your tax summary.

What Free does not include: downloadable tax forms, the TurboTax and H&R Block integrations, tax loss harvesting and DeFi positions in the portfolio view. In practice, Free tells you how much tax you are likely to owe; a paid plan gives you the documents to actually file it.

That makes the order of operations simple. Import everything on Free, fix any flagged gaps, and only then buy with the referral discount. CoinTracker’s refund policy allows a refund within 30 days of purchase, but only if you have not downloaded tax forms. If you buy first and discover errors after downloading, the refund is gone.

What the referrer earns

The person who shares the link earns 20% of the friend’s first-year subscription cost, up to $500 per referral. There is no cap on how many people they can refer. Rewards are tracked in the Rewards tab of the referral section and claimed by choosing a payout method: PayPal or Venmo. Some countries require extra payout information. Cello pays out 30 days after a completed plan purchase.

The help center gives two sample figures: “$36 USD if your invitee purchases a Prime plan, and up to $500 USD if they purchase a Full Service plan”. The $36 does not match today’s $199 Prime price (20% of $199 would be $39.80, and 20% of the discounted $159.20 would be $31.84), so treat it as an older illustration. The $500 cap is consistent: 20% of a $3,499 Full Service plan would be $699.80, so the cap kicks in.

Because the payout is cash rather than account credit, it is one of the few crypto tax referral programs where the reward could count as taxable income for the referrer. Our guide to how crypto referral rewards are taxed explains the general logic.

How to invite friends to CoinTracker

If you already use CoinTracker and want to share it:

1. Sign in and choose “Earn up to $500 USD” in the navigation panel.
2. Copy your unique invite link from the pop-up.
3. Share it by text, email or messaging apps.
4. Watch the Rewards tab; you get an email the first time someone views your link and another when a referral pays.

If a paying friend does not appear on your list the same day, CoinTracker suggests checking the requirements and waiting 2 days for the reward email. The rules are strict: the friend must be a new customer and must sign up through your link. A friend who registers without it cannot be added later. Our guide on how to use a referral code correctly covers the common mistakes, such as opening the link in a different browser than the one used to sign up.

Who can use CoinTracker

CoinTracker supports filers in more than 40 countries, including the US, UK, Canada, Australia, Germany and France, with local currency and local cost basis rules. You can check out in your local currency and pay by card, digital wallet or USDC. There is no identity verification for users; you only need an email to open an account. Referrers may be asked for extra details by Cello to receive payouts in some countries.

Is a CoinTracker promo code worth it?

For a new customer, the answer is yes: a 20% first-year discount on a plan you would buy anyway is a clean saving with no deposit or trading requirement attached. For returning customers, there is nothing to claim, and the real saving comes from choosing the right tier. If you want a one-time purchase model instead of a subscription, compare it with CoinLedger’s discount link, or see the full crypto tax software overview. The referral vs affiliate guide explains why some sites push one link over another.