Page Comparison

NODE40 Balance Platform “White Glove” Service

• Load sources and any other data onto NODE40’s platform on behalf of clients this includes re-loading sources after a customer requests a profile to be deleted or otherwise changed 

• Prepare and deliver the various reports available to clients on “Reports and Documents” in the NODE40 UI 

• Manually changing data on the NODE40 Balance UI or the excel reports per specific written instructions from a client

• Providing data and reports to a client’s professional advisor (CPA, lawyer, etc.)

• Loading data for different accounting strategies (e.g., FIFO, HIFO, etc.)

Data Analysis

• Analyze protocols or sources NODE40 does not currently support 

• Normalize data for custom uploads particularly for sources NODE40 does not currently support natively over the course of long term relationships the Analyst team will also prepare programmatic scripts that can allow client personnel to complete such tasks 

• Analyze inconsistent or flawed data provided by centralized exchanges, blockchains, or smart contracts and resolving such issues where possible

• Identify missing or incomplete data and work with the client to help fill-in such data

• Some features supported by NODE40 require blockchain research for information that client can efficiently access; client may request NODE40 Analysts to conduct such research

• Prepare custom reports using data third-party data and data derived from NODE40 Balance, including making changes to NODE40’s Excel reports per specific written instructions from a client

Personalized Consulting on Platform Enhancements Enhancements 

• Work with client personnel to prioritize enhancements, rule preference implementations, and requests for integrations on new centralized exchanges, blockchains or other protocols

Specialized consulting

• Answering questions and doing analysis on various issues involving (among others): how blockchain protocols, exchanges, wallets and other blockchain infrastructure works, analyzing block explorer data and explaining the economics of a transactions, discussing how NODE40 Balance treats and transaction from a tax or accounting standpoint and how rule preference changes could be applied, etc. 

• This includes personal periodic meetings set up during the year for various follow-ups

Personalized Training

• Providing personalized training outside of NODE40’s written knowledge base, including (among others) in-person or virtual onboarding calls, using NODE40 Balance UI, in-person or written training and/or analysis on our data that is displayed on our user interface and balance sheet Excel reports