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How many users for YOUR organization will need access to Lukka?
How many users OUTSIDE your organization will need access to Lukka?
What is an estimate of your historical transaction volume (TOTAL) in transaction count (not value)?
On a go-forward basis how many transactions per month do you anticipate (count, not value)?
For what time period do you have transaction history (date range)?
End date
What accounting methodology do you use?
LIFO
FIFO
HIFO
Multiple/Other
(Multiple/Other) Accounting Methodologies
What will be your source of asset starting balances and cost basis?
Provided (by Customer)
Calculated (by Lukka using history)
Starting Balances (with cost basis) or Roll-Forward?
Starting Balances
Roll-Forward
Pricing Source (for crypto valuations)
Lukka Prime
Customer Pricing
CoinCap.io
CoinMarketCap
Other (describe)
Other Pricing Source
Does your business have crypto income/expenses?
Yes
No
(Yes) Crypto Income/expenses
Is there "Client" Trade/Transfer Data that you maintain in your own database?
Yes
No
Please provide the count and a list of cryptocurrencies in scope (if possible)
Please describe any additional Crypto activities, if applicable
Does your list of assets include derivative assets such as futures and options?
Yes (list types)
No
(Yes) Derivative assets
Will you require blockchain connectivity (i.e., Nodes that can pull blockchain data directly into the software)?
Yes (list blockchains)
No
(Yes) Blockchain connectivity
Will you require the ability to schedule and automate API calls?
Yes
No (we will manually run API's ad hoc)
Reporting Output Currency
USD Fiat
Non-USD Fiat
Cryptocurrency
Multiple
(Multiple) Output currency
Will you require tools to help reconcile discrepancies across accounts and balances?
Yes
No (we will manually reconcile our data)
Will you require the ability to schedule and automate gain/loss processing?
Yes
No (we will manually run reports ad hoc)
Will you require business tax reports or reporting tools?
Yes
No
Will you require the ability to schedule and automate reporting output generation?
Yes
No (we will run reports ad hoc)
Reporting Output Format
Lukka Web Portal
CSV output
API (requires build)
Reporting Output Frequency (if CSV)
Annually
Quarterly
Monthly
Weekly
Daily
Other
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