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Process & Workflow Pricing Case Study
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How It Works

Process & Workflow

From intake form to delivered report, exactly how we handle your platform data, start to finish.

1

You Complete Your Intake Form

Tell us your name, tax year, which platforms you used, and share your credentials or data exports. Our secure form collects everything needed to begin.

2

We Access Your Platform Data

Our team logs into your platforms and handles 2FA codes, login loops, geo-restrictions, and download limits. For the platforms that require rigorous follow-ups, we handle everything on your behalf. We also overcome issues like geofencing.

3

What We Pull From Each Platform

Click each item to check it off and see the full deliverable.

  • Complete Transaction History
  • Complete Bet History
  • Win/Loss Statements
  • W-2G Documents
  • Withdraw/Deposit Statements
  • Bonus and Promotion History
That’s everything included in every WagerBooks report — for every platform, every time.
4

The Work Begins

Data from different platforms have different structures, missing fields, and bonus amounts mixed with stakes. We first standardize everything into a single session-level dataset. Considering all the IRS requirements for each type of activity and all the platform data, the session report is prepared.

5

Turnaround Built Around the Engagement

Turnaround is based on receiving complete data from all platforms, the complexity of the engagement, and the requirements of the CPA or law firm. Once the required data is available, the report moves through reconciliation and review before delivery. Learn more on our Pricing page.

Turnaround time begins once required data is fully available.
6

How We Handle Your Credentials

  • Access, Credentials are used only for data extraction purposes. Access is not retained after delivery.
  • Storage, All data is handled via encrypted channels. Your raw platform data and passwords are deleted from our systems after your report is confirmed received.
  • Transparency, Every time we log in, we send you the wallet balance before and after our session, so you always know exactly what was there when we accessed your account.
  • Advice, Before we begin, we recommend withdrawing all funds from your platform accounts and avoiding any activity while we extract your data. After delivery, we recommend resetting your platform passwords.
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