Workspaces & Companies

Workspaces & Companies

Workspaces and companies form the organizational hierarchy of CryptaCount. Understanding this structure is essential for setting up your accounting workflow correctly.

Organizational Hierarchy

CryptaCount uses a three-level hierarchy:

Company → Workspace → Entities (Wallets, GL Accounts, Accounting Periods, Transactions, External Wallets, etc.)

A company is the top-level legal entity. Each company contains one or more workspaces, and each workspace contains the actual accounting data — wallets, transactions, journal entries, reports, and settings. Most entities are workspace-scoped.

Companies

Manage companies under Companies in the sidebar. Each company represents a legal entity in the system.

Creating a Company

Click Add Company and provide:

• Company name — The legal entity name
• Jurisdiction — Determines which tax profile rules apply. Select from 73 available jurisdictions.
• Registration number — Optional, for reference and reporting
• Accounting defaults — Set default cost basis method, base reporting currency, and reporting period

Company Roles

Access within a company is controlled by company-level roles:

Role	Can do
OWNER	Everything — billing, deletion, all settings
MANAGER	Manage workspaces, team members, and settings. Cannot delete the company or manage billing.
MEMBER	Work with data — transactions, reports, assets. Cannot invite team or change settings.
VIEWER	Read-only access to all company data

Company Tree

Companies support a parent-child structure via the company tree. Sub-companies can be created for group structures where multiple legal entities roll up to a parent.

Workspaces

Manage workspaces under Workspaces in the sidebar. A workspace is the primary container for accounting data within a company.

Creating a Workspace

Each workspace belongs to a company. When creating a workspace, you specify:

• Workspace name — Descriptive label for this set of books
• Company — Which company this workspace belongs to
• Accounting settings — Can inherit from the company or override:
  • Default cost basis method (Historic FIFO, Historic Weighted Average, FMV, NRV + FIFO, NRV + Weighted Average, LIFO, HIFO, Specific Identification)
  • Base reporting currency (EUR, USD, GBP, CHF, etc.)
  • Reporting period (calendar year or custom fiscal year)

Workspaces can be duplicated for creating similar setups quickly.

Workspace Accounting Settings

Configure workspace-level accounting under Settings → Workspace Accounting:

• Default cost basis method
• Base currency
• Fiscal year settings
• Accounting rules and policies

Workspace Roles

Access within a workspace is controlled by workspace-level roles:

Role	Can do
OWNER	Everything — workspace deletion, ownership transfer
MANAGER	Manage wallets, team, settings. Cannot delete workspace.
MEMBER	Work with transactions, reports, assets
VIEWER	Read-only access

When to Create Multiple Workspaces

Accounting firms (Practice users): One workspace per client engagement provides complete data isolation between clients. Manage all clients from Practice → Clients.

Multi-entity businesses: One workspace per business unit or entity. Different jurisdictions and accounting methods per workspace.

Separate books: Different workspaces for DeFi operations vs. treasury vs. trading — then consolidated at the company level.

Practical Setup Examples

Example 1: Accounting Firm with Three Clients

Company: "Smith & Partners Crypto Practice"
├── Workspace: "Client A — TechCorp GmbH" (Germany, Historic FIFO)
├── Workspace: "Client B — InvestCo SAS" (France, Historic Weighted Average)
└── Workspace: "Client C — NodeOps Ltd" (Luxembourg, Historic FIFO)

Each workspace has its own wallets, transactions, and reports. The firm manages all clients from the Practice portal.

Example 2: Corporate Group

Company: "Acme Holdings Ltd" (Luxembourg)
├── Workspace: "Acme Trading" (Delaware, USA — Historic FIFO)
├── Workspace: "Acme DeFi Operations" (Luxembourg — FMV)
└── Workspace: "Acme Asia Treasury" (Singapore — Historic Weighted Average)

Different jurisdictions, potentially different cost basis methods, unified at the company level.

Example 3: Solo Business

Company: "MyCompany Ltd" (UK)
└── Workspace: "Main Books" (Historic FIFO)

Simple structure for a single-entity business managing its own crypto accounting.