Client Notes
Testimonials and case notes from cold wallet holders who used our summary packs for tax filing and audit preparation.
What Clients Report
Ledger clarity for a first-time filer
I had never reported my hardware wallet holdings before. The transaction table Utility Birch Core produced listed every transfer with dates and amounts my accountant in Daegu could cross-reference against my exchange records. Filing took one meeting instead of three.
— Jin-woo P., Ledger holder, Daegu
Multi-wallet consolidation
Three Trezors, two years of transfers between them, and a corporate accountant who wanted one document. The cross-reference table showed every internal move paired correctly. My only reservation was that one small test transfer from 2021 was listed as “date approximate” — which was honest, because I could not find the exact timestamp.
— Elena K., corporate treasury coordinator, Seoul
Annual statement for a family trust
We needed a December 31 position statement for trust reporting. The pack arrived with opening balances, year-end balances, and every in-year transfer documented. Our trust attorney accepted it without requesting revisions.
— Min-seok R., family office administrator, Changwon
Repeat filing season
Second year using their annual holding statement service. Turnaround was faster because they had our wallet structure from the previous pack. The fee breakdown section saved our accountant from re-calculating network costs.
— Anita W., long-term holder, Jeju
Honest gap reporting
I appreciated that they flagged three transactions where I had no purchase receipt. Rather than guessing the acquisition cost, they left those rows marked “documentation needed” so my accountant could decide how to handle them. Not every service would do that.
— Thomas H., self-custody investor, Busan
Extended Case Note
Client: Small e-commerce business holding reserves in a hardware wallet
Need: Year-end holding statement and transaction ledger for corporate tax filing
Records provided: Exchange CSV exports, 14 months of on-chain transfers, handwritten notes for two OTC purchases
Deliverable: Cold Wallet Summary Pack with corporate cover memorandum
Outcome: Accountant filed corporate return using our ledger as the primary supporting document. One OTC purchase required additional documentation, which the client sourced from the seller within a week. Final revised pack delivered at no additional charge.