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Summ
Summ
Simplifying cryptocurrency & equities taxes for effortless financial peace of mind.
Summ (formerly Crypto Tax Calculator) is leading crypto & equities tax software that simplifies tracking and reporting across all your brokers, 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.
Unique spam filtering controls also help strip out junk tokens and fake outgoings so spam doesn’t corrupt gains and losses.
Summ's portfolio helps you see everything together so you can pay the least tax possible and get accurate IRS-ready reports.
That’s why Summ is seriously loved by users (rated 4.6 /5 stars on Trustpilot) and they’re an official tax partner of both MetaMask and Coinbase.
If you’re ready to stop fighting your tax software, Summ turns investing chaos into confidence. Add clarity. Subtract doubt.
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ComplYant
ComplYant
Stay organized and stress-free with personalized tax reminders!
You can receive a tailored calendar featuring reminders for tax deadlines pertinent to one or multiple businesses directly in your email, ensuring you never overlook any important due dates. This service removes the uncertainty associated with calculating your income tax or sales tax obligations. You can effortlessly oversee your tax compliance for various businesses through a unified dashboard. With our assistance, you'll consistently meet deadlines for business taxes, including income tax, sales tax, and annual reports. By inquiring about your specific business needs, we will develop a personalized calendar that outlines all the necessary tax deadlines you must adhere to throughout the year. Our innovative tool also provides precise estimates of your income tax and sales tax liabilities, giving you peace of mind as you approach each deadline. This way, you can focus on running your business while we handle the complexities of tax season for you.
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BrightTax
Bright
Streamline your accounting with seamless tax integration solutions.
BrightTax is a cutting-edge cloud platform designed specifically for accounting firms in the UK, offering a unified solution that encompasses Self-Assessment, Corporation Tax, Annual Accounts, and VAT. Users can easily submit individual tax returns (SA100, SA800, SA900) while enjoying features like built-in calculators, real-time error checks, and HMRC validation alerts, alongside the ability to prepare corporation tax returns (CT600 and supplementary forms) with automatic data entry and capital allowance calculations. The platform also includes an accounts-production module that caters to sole traders, partnerships, and limited companies by providing compliant templates such as FRS 102 1A and FRS 105, seamless integration with Companies House and HMRC, and the capability to import data from leading bookkeeping platforms. A vibrant live dashboard allows users to monitor client task statuses and deadlines while benefiting from advanced filtering and search functions for client management. As a fully cloud-native solution, BrightTax supports a variety of integrations with HMRC, Companies House, and popular bookkeeping software, facilitating a more efficient user experience. Overall, BrightTax stands out as an indispensable resource for accounting professionals aiming to enhance productivity and ensure compliance in their financial operations. With its intuitive design and comprehensive features, it empowers users to focus on providing exceptional service to their clients.
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Jupid
Jupid
Effortless financial management with smart, automated accounting solutions.
Jupid is an innovative platform designed for accounting and business operations specifically for small businesses, efficiently managing the entire financial lifecycle from company registration to bookkeeping and tax compliance. By leveraging advanced contextual AI, it effectively analyzes the transaction behaviors, vendor relationships, and financial patterns of each business, providing intelligent automation that adapts over time instead of depending on simple rule-based sorting. This platform facilitates automated syncing and categorization of transactions, delivers real-time financial insights, and incorporates proactive anomaly detection, enabling businesses to maintain accurate, tax-ready financial records with minimal manual effort. Moreover, Jupid boasts a user-friendly conversational interface accessible through various channels like WhatsApp, iMessage, or integrated chat, allowing users to interact with a 24/7 AI accountant for questions, upload receipts via images, and receive prompt assistance whenever required. This seamless blend of technology not only simplifies financial management for small business owners but also empowers them to concentrate on their essential operations while staying compliant and well-informed about their financial status. Ultimately, Jupid transforms the way small enterprises handle their finances, making the process more efficient and less stressful.
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TaxBandits
TaxBandits
Streamlined e-filing solution for seamless business tax compliance.
TaxBandits serves as an IRS-authorized e-filing platform that simplifies the submission of a variety of business tax documents, including 1099, W-2, W-9, 1095, 941, and 940 forms, making it a vital resource for businesses, payroll service providers, accounting firms, and online platforms to securely and accurately file from one central account. The platform offers an extensive array of features such as year-end tax filing, payroll tax submissions, ACA reporting, W-9 form management, TIN matching, recipient copy distributions, postal mailing services, e-delivery options, correction capabilities, and real-time tracking of filing statuses. Users can easily import data through several methods like Excel and Google Sheets, CSV uploads, Smart Upload, IRIS uploads, and copy-and-paste functions, while also ensuring the precision of their records before submission to the IRS, SSA, or state authorities. To further reduce errors during the filing process, TaxBandits provides built-in data validations, accuracy checks, TIN matching, EIN verification, recipient address confirmation, and compliance alerts to keep users updated. Additionally, the platform features a specialized W-9 Manager that streamlines the requesting, collecting, and organizing of W-9 and W-8 forms from vendors, all housed in a single centralized location. This organized and efficient approach not only boosts productivity but also helps ensure adherence to regulatory standards, positioning TaxBandits as a complete solution for all business tax filing needs. Furthermore, the ease of use and comprehensive support offered by TaxBandits ultimately empowers users to navigate the complexities of tax compliance with confidence.
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TaxValet
TaxValet
Streamline sales tax compliance, focus on growing your business.
Utilize the knowledge of a fractional sales tax department to maintain compliance seamlessly across all 50 states, no matter the intricacies of your business operations. By entrusting TaxValet with your sales tax compliance duties—ranging from identifying your tax responsibilities to managing filings and audits—you can focus on growing your business without the stress of tax compliance. Wave goodbye to concerns about sales tax liabilities, as your dedicated team at TaxValet will meticulously assess your business to clarify your nexus responsibilities, ensuring you stay compliant and shielded from penalties. With our proactive strategy, you can feel at ease knowing that sales tax audits won’t disrupt your tranquility, since we work diligently to reduce audit risks and tackle any issues that come up. Enjoy tailored services and professional guidance as you navigate the intricate landscape of sales tax, which includes everything from nexus evaluations and permit applications to audit defense and ongoing support. Furthermore, unlike automated software solutions, we guarantee no unexpected charges for additional transactions as your business expands, empowering you to scale confidently and efficiently. Our commitment to personalized service ensures that you will always have a reliable partner by your side in the complex world of sales tax compliance.
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Yonda Tax
Yonda Tax
Effortless sales tax management, automated for your business.
Yonda provides a robust sales-tax automation solution that seamlessly integrates with your existing technological framework, including e-commerce platforms, payment gateways, billing software, and accounting systems without requiring any coding skills. The platform streamlines the tax process by automatically handling the calculation, filing, and remittance of sales tax, VAT, and GST, both domestically and globally. Yonda effectively tracks your tax obligations, or "nexus," manages registrations and permits in relevant jurisdictions, ensures accurate tax rates are applied at checkout or on invoices, and prepares, reviews, and submits sales tax returns, all while guaranteeing prompt remittance to appropriate authorities. Additionally, Yonda includes free nexus monitoring and provides a dedicated account manager, combining innovative automation with tailored service to meet the unique distribution strategies and product lines of each client. With straightforward, no-code integrations with well-known platforms like Shopify, Amazon, WooCommerce, Stripe, QuickBooks, and Xero, Yonda features an easy-to-navigate dashboard that allows users to monitor filings, generate reports, and prevent expensive penalties. The synergy of cutting-edge technology and professional assistance empowers businesses to concentrate on growth, knowing that Yonda is efficiently handling their tax compliance requirements. This comprehensive approach ensures that businesses can confidently navigate the complexities of sales tax without the burden of manual processes.
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Commenda
Commenda
Simplify global business expansion with seamless automation and compliance.
Commenda is an innovative global business console powered by artificial intelligence that integrates a multitude of processes, including entity formation, incorporation, tax compliance, and financial reporting, into a cohesive and accessible platform. It simplifies the entire journey of international expansion, addressing tasks such as setting up subsidiaries, drafting transfer pricing agreements, and filing VAT, GST, sales tax, and corporate tax returns, all while offering real-time dashboards for compliance monitoring, automated alerts for impending deadlines, and consolidated document management. Furthermore, the platform features built-in workflows that uphold governance protocols like duty segregation and risk assessments, along with API integrations with leading ERP and accounting systems to ensure a smooth data exchange, maintain audit logs, and support budget-to-actual variance analysis. Users gain the advantage of generating uniform filings, tailored reports, and cross-border financial statements without the hassle of manual spreadsheets, and they also have access to an on-demand network of local experts for additional support. This all-encompassing strategy not only boosts operational productivity but also fortifies the compliance infrastructure for enterprises operating across various jurisdictions, ultimately fostering a more robust and agile business environment. By leveraging such advanced technology, businesses can navigate complex regulatory landscapes with greater confidence and efficiency.