Welcome to the Bitwave Onboarding Guide
Check Your Progress...
Segment 0: Complete your Bitwave Setup Sheet
Segment 1: Login to Bitwave
Segment 2a: Setup Your Organization
Segment 2b: Add Users to your Organization
Segment 2c: Connect your General Ledger (ERP) Software
Segment 2d: Define Accounting Defaults
Segment 3a: Setup Non Custodial Wallets
Segment 3b: Setup Exchange Connections
Segment 3c: Setup Custodial Wallets
Segment 3d: Import Data from External Sources
Segment 3e: Viewing transactions and performing basic transaction functions
Segment 4a: Accounting Journey - Accounting Workflow Overview
Segment 4b: Accounting Journey - Individual Categorization
Segment 4c: Accounting Journey - Rules Based Categorization
Segment 4d: Accounting Journey - Reconcile and Sync
Segment 5: Tax Journey - Tax Workflow Overview
Segment 6: Reports and Period Close