Audience

Summ is ideal for crypto traders, NFT collectors, DeFi users, accountants, and businesses that need fast, accurate, and IRS-compliant tax reporting across all digital asset activity

About Summ

Summ (formerly Crypto Tax Calculator) is an advanced crypto tax platform that simplifies tracking and reporting across all your exchanges, wallets, NFTs, and DeFi activity.

With support for over 3,500 integrations, Summ imports your full transaction history and automatically generates audit-ready reports built to align with IRS tax guidelines.

Users can review trades, identify tax-saving opportunities, and download accountant-approved forms including 8949, 1040, capital gains summaries, and more.
Summ's portfolio tracker provides real-time PnL, tax liability insights, and accurate pricing for over 300,000 cryptocurrencies—including micro-cap assets.

With a 4.6/5 Trustpilot rating and seamless TurboTax integration, Summ makes crypto tax filing stress-free for both casual traders and professionals.
Designed for speed, accuracy, and compliance, Summ gives users total confidence at tax time.

Pricing

Starting Price:
Free
Pricing Details:
Pricing is an annual subscription that gives access to current and all previous financial year reports under the one plan.

* $49 for 100 transactions
* $99 for 1,000 transactions
* $249 for 10,000 transactions
* $499 for 100,000 transactions
Free Trial:
Free Trial available.

Integrations

API:
Yes, Summ offers API access

Ratings/Reviews - 5 User Reviews

Overall 5.0 / 5
ease 4.6 / 5
features 4.6 / 5
design 5.0 / 5
support 4.6 / 5

Company Information

Summ
Founded: 2018
United States

Videos and Screen Captures

Product Details

Platforms Supported
Cloud
Training
Documentation
Support
Phone Support
24/7 Live Support
Online

Summ Frequently Asked Questions

Q: What is Summ and how does it work?
Q: How many exchanges and wallets does Summ integrate with?
Q: Does Summ support DeFi, NFTs, and staking?
Q: How much does Summ cost?
Q: Is Summ accurate for crypto tax reporting?
Q: Can my accountant use Summ to manage my crypto taxes?
Q: Does Summ work with my existing tax or accounting software?
Q: How does Summ compare to Koinly, CoinLedger, and CoinTracker?
Q: Is Summ secure? How does it protect my data?
Q: What countries does Summ support?
Q: What kinds of users and organization types does Summ work with?
Q: What languages does Summ support in their product?
Q: What kind of support options does Summ offer?
Q: What other applications or services does Summ integrate with?
Q: Does Summ have an API?
Q: What type of training does Summ provide?
Q: Does Summ offer a free trial?
Q: How much does Summ cost?
Q: What pricing for support is available for Summ?

Summ Product Features

Corporate Tax

Summ generates defendable crypto tax reports for businesses, built on validated data. The reconciliation engine tracks transactions across 3,500+ exchanges, wallets, and blockchains with deep on-chain coverage, so your finance team can account for treasury holdings, crypto payroll, intercompany transfers, and cross-chain activity. The rules-based engine integrates directly with Xero and QuickBooks, mapping transactions to your Chart of Accounts for seamless reconciliation alongside traditional reporting. Summ handles millions of transactions and scales with your business. The guided reconciliation flow highlights discrepancies, while smart suggestions accelerate categorisation. Every report is clear, explainable, and defensible. Whether you're a startup or an enterprise with multi-chain DeFi exposure, Summ produces crypto tax reports that stand up when it matters.

Data Verification
For Nonprofits
Data Import / Export
Electronic Filing
Payroll & Employer Forms
K-1 Reporting
Compliance Management
For Partnerships
Exception Notification
Status Tracking
Tax Planning

Crypto

Summ (formerly Crypto Tax Calculator) is a crypto tax and portfolio tracking platform built for portfolios that go beyond basic exchange trading. Its reconciliation engine connects to 3,500+ exchanges, wallets, and blockchains, with deep on-chain coverage for DeFi protocols, DEXs, NFTs, bridges, staking, airdrops, and complex multi-chain activity. Where data is missing or inconsistent, Summ automatically identifies discrepancies so every figure in a report can be explained and defended. By reconciling activity across sources, Summ produces clear, explainable reports that stand up when it matters. Features include the Least Tax First Out algorithm, 1099-DA reconciliation, tax loss harvesting, and audit-ready documentation. Integrates with TurboTax, Xero, and QuickBooks. SOC 2 Type 2 certified. Free portfolio tracking on signup. Paid plans unlock full reporting tailored to your jurisdiction. For casual holders, active DeFi users, accounting professionals, or businesses.

Crypto Accounting

Summ is crypto accounting software built for professionals. Manage all clients in one workspace. The rules-based engine integrates with Xero and QuickBooks, mapping crypto to your Chart of Accounts so digital asset activity flows into your existing workflow. Assign wallets to known entities, create automated rules, and spot anomalies across client portfolios. The guided reconciliation flow highlights discrepancies by impact, and smart suggestions streamline categorisation across trades, DeFi, staking, airdrops, NFTs, and more. The reconciliation engine connects to 3,500+ exchanges, wallets, and blockchains with deep on-chain coverage, producing defendable reports built on validated data. Handles millions of transactions, scaling from solo practices to enterprise engagements. Every report is audit-ready. SOC 2 Type 2 certified with SSO. Train your team on one tool for individual and business clients. Professional and enterprise plans available for firms needing collaboration and priorit

Crypto Portfolio Management

Track your entire crypto portfolio in one place with Summ. The reconciliation engine connects to 3,500+ exchanges, wallets, and blockchains, giving you a unified view across centralised and decentralised platforms. Summ imports and reconciles every transaction, so you always know your positions, performance, and unrealised gains or losses. Supports 300,000+ tokens including DeFi positions, staked assets, LP tokens, and NFTs, with deep on-chain coverage that surfaces activity other trackers miss. The guided reconciliation flow highlights discrepancies and smart suggestions streamline categorisation as new activity comes in. Portfolio tracking is free with no import limits. For users who also need tax reporting, everything feeds directly into Summ's tax engine with no duplicate data entry. Get validated data across your entire portfolio and tax reports that stand up when it matters.

Crypto Tax

Summ generates defendable crypto tax reports built on validated data. The reconciliation engine tracks transactions across 3,500+ exchanges, wallets, and blockchains, with deep on-chain coverage for DeFi, DEXs, NFTs, and complex protocols. The guided reconciliation flow highlights discrepancies while smart suggestions categorise trades, staking, airdrops, mining, and more. Summ generates jurisdiction-specific reports covering capital gains, income, and cost basis methods including FIFO, LIFO and HIFO. Includes 1099-DA reconciliation to catch discrepancies before you file. Integrates with TurboTax, Xero, and QuickBooks. Free to start with unlimited imports. Paid plans unlock full reporting, tax loss harvesting, and audit-ready documentation that stands up when it matters.

Automated Data Import
Exchange Integration
Export Transactions
Historical Prices
Income Overview
Margin & Futures Support
Profit & Loss / Cap Gains
Staking / Lending / DeFi Support
Tax Form Generation
Tax Loss Harvesting
Wallet Integration

DeFi Tools

Summ's reconciliation engine provides deep on-chain DeFi coverage, parsing smart contract data directly to track and categorise activity across thousands of protocols. That includes liquidity pool deposits and withdrawals, yield farming, lending and borrowing on Aave and Compound, DEX swaps on Uniswap and Curve, bridge transactions across L1 and L2 chains, staking, and wrapped token conversions. Supports 3,500+ integrations and prices 300,000+ tokens accurately, including LP tokens and receipt tokens. The guided reconciliation flow surfaces discrepancies, while smart suggestions handle categorisation automatically. Summ calculates the tax implications of each DeFi interaction with the correct cost basis and income treatment for your jurisdiction, including the Least Tax First Out algorithm. Free to import and track. Paid plans unlock defendable DeFi tax reports, tax loss harvesting, and audit-ready documentation.

Summ Verified User Reviews

Write a Review
  • A CryptoTaxCalculator User
    Business analyst
    Used the software for: Free Trial
    Frequency of Use: Yearly
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Intuitive design and helpful team"

    Posted 2022-03-16

    Pros: Easy to understand and navigate through the pages and data,
    flexible to monitor and correct any transaction discrepancy,
    above all, responsive team to all my inquiries.

    Cons: Will provide more constructive feedback as soon as I file my first crypto tax report at CRA.
    Thank you to the team at CryptoTaxCalculator.

    Overall: I was impressed with the responsive customer service of CryptoTaxCalculator, at least I found it much faster and helpful than that of Coinbase at their start (though different level of service).

    Read More...
  • Simon S.
    Snr Engineer
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "A few things notably missing, but the best I've found after trying 5 others"

    Posted 2021-12-20

    Pros: CTC was the app I went ahead and paid for after trialling Koinly, CoinTracker, Crypto.com, Rotki, and Kubera.

    I was particularly interested in how well it handled trickier transactions, IDO's, staking rewards and exchange support. So far it does better than the rest, in particular Koinly - it's main competition for Australia. IMO Koinly gets one or two tax issues incorrect, but CTC gets them right.

    CRC is well laid out too - lots of info on the page for a glance rather than Koinly's more clicks approarch. Kubera was a beautiful design but isn't crypto specific - and no generalised program is going to handle crypto well.

    Wallet/Exchange pretty good, nicely organised and configured, but syncing about 7/10. Some major companies like Gate.io (#9 on CMC) and Celsius have APIs but can only be imported via CSV which is a pain. MEXC (#25) not supported and its CSV incompatible so bit of mucking around there. And I get the rare transactions on BSC not coming through - but a hard sync gets them perfectly.

    Cons: 1. Desperately needs the ability to enter a current price for currently held assets that it can't fetch prices for. I'd rather a token's worth using a price I haven't updated for a week, just like transactions I haven't imported for a week, that in showing the tokens worth $0. It makes the main page pretty worthless - Overall Balance, Unrealised Gains (overall and for each unsupported coin), and Winners and Losers simply can not be accurate without this. Sharesight, my share tracker, allows manual entry of current prices.

    2. I really can't use the reports directly as the CGT methods only have LIFO, FIFO and HIFO, with one method applying to the whole portfolio. What I'm missing is the additional "Minimise CGT", "Minimise gain" and "Maximise gain" options, and on a per asset per year basis that Sharesight allows. But the reports still help out a ton - it would be impossible without it.

    3. Pricing - tricky one. I'll likely need the top Day Trader tier soon despite not being anything like a day trader - a few buys per week max and I rarely sell. It's all these silly staking rewards of mere dollars I get daily which I wish Binance and the like would just credit me weekly. Or buying a token with low liquidity can sometimes result in something like 20 transactions at all the different prices the order was filled at. Not CTC's fault, it's DB space nonetheless and each has to be tracked separately for CGT (and additionally income for staking rewards), but just know transactions can really up quickly.

    Overall: Although there are a few shortcomings, it is extremely complicated to nail crypto and I feel they're on a better track than anyone. I haven't regretted the yearly sub.

    Support - a mixed bag. Typically it'll take two days, but David is excellent - the rare type that closely reads and understands questions and gives excellent, precise answers. The experience with Patrick wasn't good though when I was trying to find where to enter current prices for unsupported tokens - Patrick not understanding my desire to see unrealised gains and have a substantial part of the main page - the dashboard - relatively accurate.

    CTC is good already, and I think it'll only get better, so do highly recommend.

    Read More...
  • A CryptoTaxCalculator User
    Crypto investor
    Used the software for: Free Trial
    Frequency of Use: Daily
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "So far so good!"

    Posted 2021-12-16

    Pros: This service has many features, one including adding wallets that are not listed, but being able to relabel them from a CSV file.
    Helpful customer service.
    Trade cost basis breakdown on each trade.
    Free trial without adding CC details is a huge pro!

    Cons: It can get confusing for new crypto users however once you understand how and what you need to be taxed on, relives many headaches!

    Inability to import wallet addresses that are on the ETH blockchain that are not supported directly on crypto tax software, however you can relabel/link the address that is listed as the receiving address from an exchange or supported wallet to a CSV file that you imported so cost basis and stuff update to that address. click on the 3 dots on the right of the transfer in question and click edit, then scroll to the bottom of the listed wallets and at the bottom will be your imported wallet you want to link/label as!

    Slightly for more for advanced users.
    I don't believe they support NFT's.

    Overall: Being new to crypto tax, so far i'm very pleased with this service. I hope they add NFT's in the future. so far so good!
    not your keys, not your coins. DRS this platform helps keep track of all your trades once you enter them via API or CSV. So make sure to keep a log all your trades!

    Read More...
  • A CryptoTaxCalculator User
    IT
    Used the software for: 1-2 Years
    Frequency of Use: Yearly
    User Role: User
    Company Size: 1,000 - 4,999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "CryptoTaxCalculator provided great service from start to finish. "

    Posted 2021-12-11

    Pros: Customer Service, especially David who was able to provide a single point of contact and answer all my questions! Appreciate the support through my difficult taxes.

    Cons: The challenges were mainly to do with the reports from my exchanges and not all the data is provided in the reports.

    Overall: Happy with the service and will stick with them! Tax time can be daunting and can be difficult to remember past years transactions, especially when having to start from scratch. Im happy with the team as I got a result when I thought it would never get resolved with the many challenges.

    Read More...
  • Kim N.
    Director
    Used the software for: Less than 6 months
    Frequency of Use: Monthly
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Crypto tax calculator"

    Posted 2021-11-29

    Pros: The product works it’s easy to import files from kraken, ledger and Trezor ; 2 years CGT done in 40 mins, well done. This is the first product I have found which is not full of bugs and the CGT is accurate.

    Cons: Nothing so far, I have not found any issues when using the software.

    Overall: Excellent product, with all the other programmes I have used the results were full of errors, the CGT calls were wildly out.

    Read More...
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