Recap

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About Recap

Deep Dive with Clara AI

Recap is UK-built crypto tax software for investors who need their figures worked out to HMRC's rules. It connects to supported exchanges, wallets and blockchains, with CSV import for anything else, and matches transfers between your own accounts using transaction hashes. The tax engine applies the same-day rule, the 30-day bed and breakfast rule and Section 104 pooling in statutory order, and each disposal on the report carries a match breakdown showing which rule produced the figure. The same engine covers UK stocks and shares Capital Gains Tax, so crypto and shares can be reported together, and split year treatment under the Statutory Residence Test is supported for people who moved into or out of the UK during the year. Data is encrypted on your device with AES-256 and the keys stay with you, so Recap's servers cannot read it. Accountant sharing is included on every plan, and a Company plan adds balance sheet and chargeable gains reports for businesses holding crypto. Recap was independently reviewed by Andersen LLP, is Cyber Essentials Plus certified, and won Best Tax Technology Product at the Tolley's Taxation Awards 2026.

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Pricing

Free Trial Available
Starts at $0.0.
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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

67%
Reviews

60%
Momentum

60%
Popularity

60%

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

All (Small, Medium, Large)
Freelancers
Individuals

API Support

Available

Modes of Support

Online

Recap Features

Show Feature Explanation

Show Missing Features

Accounting Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

67%

Tax Management

Management of finances for payment of tax as well as assessing the advance tax liability to pay your tax in time

Multi-Currency

Enables payment and collection in multiple currencies.

General Ledger

Maintaining and recording all the accounting related transactions.

Budget Forecasting

Helps to create budgets using past performance and future projections. Forecasting uses data, trends, and analytics to predict revenue, expenses, and cash flow.

Payroll Management

Helps in automating the employee payment process, reduces incorrect data input and keep at bay paystub confusion

Spend Management

Managing the expenditure of a business in order to build its product or services

Revenue Recognition

Determining the specific conditions under which revenue is recognized or accounted for

Purchasing

Acquiring goods or services required for the business at minimal cost

Project Accounting

Creation of financial reports specifically designed to track the financial progress of projects

Fixed Asset Management

Helps in tracking fixed assets for the purposes of financial accounting, preventive maintenance, and theft deterrence.

Expense Tracking

Keep a count of your day to day expenses as well as allows you to quickly identify where the expense report is in the approval process.

CPA Firms

Offers collaboration with a professional expert for financial and consulting services.

Collections

Recovery of cash from a business or individual.

Cash Management

Collection and management of cash.

Billing and Invoicing

This feature helps in issuing and handling the invoice and bills.

Bank Reconciliation

Matching the balances of an entity's accounting records with the corresponding information on a bank statement.

Accounts Receivable

Handling the money the client owes to the company.

Accounts Payable

Handling the money owed by a business to its suppliers.

Investment Portfolio Management Features

Tax Optimization Tools

Tools that help in tax-loss harvesting, capital gains planning

Portfolio Tracking

Helps in real-time monitoring of assets, holdings, and allocations

Transaction Management (Trade)

Trade capture, recording, and reconciliation

ESG Scoring

Track investments by ESG compliance

Investor Reporting

Provides statements, dashboards, and tax reports

Market Integration

Provides real-time market data, broker feeds

Risk Management Tools

Helps in VaR, volatility, Sharpe ratio, and exposure analysis

Multi-Asset Class Support

Manage Stocks, bonds, mutual funds, ETFs, and alternatives

Performance Analytics (Asset)

ROI, IRR, time-weighted returns, benchmark comparisons

Compliance and Regulatory Reporting

Ensures compliance with SEC regulations, ESOP requirements, ASC 718 standards, and IFRS guidelines.

Scenario Modeling

Simulates "what-if" scenarios to predict the potential outcomes

Mobile Access

Allows accessing the software and product/service related information from a mobile device

Accounting Integration

Enables efficient recording of financial transactions and seamless sharing of financial data, allowing for automated integration between business systems and accounting software. This optimizes workflows, reduces errors, and ensures real-time accuracy in financial operations.

Recap Pricing

Free Trial

Available

No Credit Card Required, Get Started for Free

Pricing Options

Freemium ( Limited Features )

Basic Others

£119

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Pro Others

£219

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