Compliance & data handling
Current reporting scope and integration responsibilities.
Reporting scope
The embedded flow currently targets US crypto tax reporting. Available report types are returned by the API and may include Form 8949-compatible exports and tax-form bundles.
Security posture
Use server-side credentials, minimize stored personal data, and issue signed downloads for end-user access. Awaken encrypts sensitive report files and checks partner ownership before download.
Partner due diligence
Retention commitments, data-processing terms, and required report coverage are confirmed during commercial onboarding.