Ratings and Reviews 56 Ratings
Ratings and Reviews 0 Ratings
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SummSumm (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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CoinStatsCoinStats stands out as a premier crypto portfolio management solution, boasting 1.2 million active users globally. It allows individuals to monitor their crypto, DeFi, and NFT holdings in real-time by integrating with over 300 wallets and exchanges. Additionally, the CoinStats DeFi wallet offers the capability to safely store, purchase, and exchange cryptocurrencies. With assets exceeding $100 million under management, CoinStats is dedicated to enabling users to effectively handle their portfolios through a user-friendly interface. You can view all your investments from a single dashboard, making it easier to enhance your approach to crypto investing. The platform is free, secure, and designed for simplicity. Become part of the community of satisfied users and take charge of your crypto assets with confidence today. By leveraging CoinStats, you can transform your investment experience and make informed decisions.
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eToroEngage in the trading of well-known cryptocurrencies and explore expertly curated investment portfolios. Join a thriving community of over 30 million traders to enhance your trading experience. With access to more than 30 of the most sought-after coins, you can create a well-rounded investment strategy. We prioritize your security and offer robust protection measures to ensure your peace of mind. Enjoy a transparent trading experience with no hidden costs. To refine your trading abilities, a virtual portfolio worth $100,000 is available for practice. Through eToro’s innovative CopyTrader feature, you can easily replicate the trades of successful investors. Simply choose a trader you wish to follow, specify an investment amount, and hit copy to trade alongside them. The user-friendly interface allows for effortless management of your cryptocurrency holdings. Utilize charts and advanced analytical tools to stay updated on market trends for each coin. Enjoy seamless integration with the eToro wallet for convenient transactions. With a solid reputation built over a decade, eToro is a trusted name in the fintech sector. Your funds are safeguarded by leading security measures, giving you confidence in your investments. We will never disclose your private information without your permission, ensuring your privacy is maintained. Additionally, funds held at eToro USA are FDIC insured, providing further reassurance that your cash remains secure and protected.
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YouHodlerYouHodler is a fintech company bridging the gap between traditional finance and crypto. We are dedicated to providing secure and innovative financial solutions to customers from over 100 countries Crypto loans enable you to use your digital currency as collateral for generating cash. You receive 90% of the value of 30+ of the most popular cryptocurrencies. You can start with $100 and earn money with immediate withdrawals at bank accounts or credit cards. You can borrow using USD, EUR, CHF, or GBP. YouHodler gives you the ability to exchange fiat or cryptocurrency. An application takes you through the conversion process to get your funds fast. YouHodler pays up to 20% annually with weekly payouts by turning crypto assets into a yield account. Yield is paid every week into your crypto wallet. Those who like to buy and hold cryptocurrency find this beneficial for increasing their income and total returns. YouHodler's Cloud Miner offers a simple, gamified way to earn real Bitcoin without using your device's computing power, allowing users to mine with ease and access rewards effortlessly.
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CEX.IOCEX.IO, a licensed and versatile cryptocurrency exchange established in 2013, has set up offices across several countries, including the UK, US, Ukraine, Cyprus, and Gibraltar. With a global user base that surpasses 3 million, the platform guarantees reliable services by implementing cold storage for cryptocurrencies, maintaining strong financial health, employing advanced security protocols, and following KYC/AML regulations. It is noteworthy that CEX.IO was one of the early innovators to streamline fiat-to-crypto transactions, enabling users to make purchases with credit cards and bank transfers seamlessly. Currently, the exchange supports a broad spectrum of cryptocurrencies including Bitcoin, Bitcoin Cash, Ethereum, Ripple, Stellar, Litecoin, and Tron, which can be exchanged for fiat currencies such as USD, EUR, GBP, and RUB. Recognizing the necessity of user-friendly access, CEX.IO offers trading through its website and mobile apps for both iOS and Android, in addition to providing WebSocket and REST API functionalities, accommodating various preferences among users. This dedication to providing flexible trading solutions empowers clients to engage in transactions at their convenience, whether at home or on the go. Ultimately, CEX.IO continues to evolve and adapt its services to meet the dynamic needs of the cryptocurrency market.
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Gemini Credit CardThe Gemini Credit Card® allows you to earn cryptocurrency rewards immediately with each transaction, which are then credited straight to your Gemini account. With attractive reward rates like 4% on gas, 3% on dining, and 2% on groceries, it caters to individuals looking to grow their crypto portfolio through everyday expenses. There are no annual fees or charges for foreign transactions, and users can opt to receive their rewards in a selection of cryptocurrencies. Designed with security in mind, the card features no visible card number, providing reassurance while boasting a sophisticated and stylish appearance. Additionally, this card appeals to those who value both financial benefits and a sleek aesthetic in their payment methods.
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InEightInEight gives owners and contractors integrated project controls software to deliver capital construction with confidence. The modular platform supports flexible implementation, scaling from large, complex projects to capital portfolios worth billions, with purpose-built applications for every phase from pre-planning through execution and completion. With cost, schedule, contracts, and project information connected in one platform, leadership gets real-time visibility and advanced analytics for smarter decisions, while project teams standardize best practices, manage budgets and forecasts, and control scope changes. Companies in more than 60 countries manage over $1 trillion in projects with InEight, across mining, nuclear, power and renewables, transportation, water, and oil, gas, and chemical. For businesses whose results depend on predictable project delivery, InEight keeps even the most complex capital work on track.
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SorabanSoraban operates as an AI-enhanced administrative assistant specifically designed for accounting and tax firms, focusing on automating tasks such as client data collection, document retrieval, and workflow management through an intuitive, branded portal. By replacing tedious manual processes with adaptable, customizable questionnaires that can issue automatic reminders to clients through SMS, email, or voicemail, it effectively converts document uploads into PDFs while improving client communication with intelligent, context-sensitive prompts. This innovative tool integrates readily with existing accounting software, facilitating automatic data entry, applying e-signatures for IRS documentation, and managing the delivery of tax returns efficiently, all while significantly reducing the need for human intervention. By taking charge of repetitive administrative tasks, Soraban empowers professionals to focus on advisory roles, significantly enhancing overall efficiency, reducing errors, and enriching the client experience with seamless, mobile-friendly interactions. Furthermore, Soraban not only revolutionizes the operational landscape of accounting firms but also lays the groundwork for a more efficient and modern approach to client management in the future. This advancement demonstrates a pivotal shift in how technology can redefine traditional workflows and interactions within the financial sector.
What is Koinly?
Simplify your tax reporting process with Koinly, a tool designed to ensure accuracy and reliability; just link your exchange accounts or public addresses, and Koinly will handle the calculations of your capital gains, ultimately producing a tax report ready for the next filing season. The final report provided is approved by tax agencies, making it straightforward to print and submit.
Koinly offers a comprehensive accounting and tax reporting solution tailored for cryptocurrency enthusiasts, investors, and accountants alike. With an impressive range of over 700 integrations, Koinly is compatible with upwards of 400 exchanges, 100 wallets, and more than 170 blockchains, enabling users to maximize their cryptocurrency capital gains effectively.
You can consolidate all your transactions in one convenient location, eliminating the hassle of switching between various wallets and accounts. By easily syncing your data with Koinly, you gain a clear overview of your entire trading history.
Tracking your cryptocurrency assets and associated tax obligations is effortless, as you can monitor your total holdings and portfolio growth over time across all your wallets and exchanges, alongside your tax responsibilities.
Additionally, Koinly equips you with tools to identify and resolve any discrepancies in your transactions, helping to eliminate the headache of unexpected gains and erroneous tax reports. With Koinly, you can confidently preview your capital gains and tax obligations for free before generating the necessary tax documentation.
What is Integral?
Integral is a specialized platform for crypto accounting and treasury management tailored for the web3 landscape, streamlining the complexities of decentralized finance by automating bookkeeping tasks, offering transparent transaction insights, and consolidating financial activities for teams in one centralized hub. Its automated accounting workflows integrate effortlessly with wallets, exchanges, and enterprise resource planning systems, allowing users to have up-to-the-minute visibility of their treasury across all cryptocurrency accounts, eliminating the need for tedious manual spreadsheets. Furthermore, Integral boosts productivity by automating the classification of transactions, applying spam filters, and providing customizable accounting policies along with rules-based categorization to reduce manual workload. The platform also calculates gains and losses for a variety of tokens and financial assets automatically, making tax reporting and compliance simpler than ever. In addition, Integral generates auditable financial records and flexible reports that are audit-ready, incorporating activities on-chain, NFTs, staking rewards, and numerous digital assets into a unified ledger, thereby ensuring both transparency and accuracy in financial documentation. With these features, teams are empowered to confidently and easily navigate the intricate world of crypto finance, making informed decisions based on reliable data. Ultimately, Integral stands as a comprehensive solution, positioning itself as an essential tool for those engaged in the cryptocurrency ecosystem.
Integrations Supported
Arbitrum
Arweave
BNB Smart Chain (BSC)
Binance
BitGo
Cardano
Circle
Coinbase
Coinbase Commerce
Cronos
Integrations Supported
Arbitrum
Arweave
BNB Smart Chain (BSC)
Binance
BitGo
Cardano
Circle
Coinbase
Coinbase Commerce
Cronos
API Availability
Has API
API Availability
Pricing Information
Free
Koinly gives you more for less, with a generous free plan that features 10,000 transactions and support for over 700+ integrations including DeFi and NFTs.
Koinly also offer annual plans for when you are ready to generate your tax report:
* $49 for 100 transactions
* $99 for 1,000 transactions
* $179 for 3,000 transactions
* from $279 for 10,000+ transactions
Koinly also offer annual plans for when you are ready to generate your tax report:
* $49 for 100 transactions
* $99 for 1,000 transactions
* $179 for 3,000 transactions
* from $279 for 10,000+ transactions
Free Version
Pricing Information
Pricing not provided
Supported Platforms
SaaS
Supported Platforms
SaaS
Customer Service / Support
24 Hour Support
Web-Based Support
Customer Service / Support
Web-Based Support
Training Options
Documentation Hub
Training Options
Documentation Hub
Company Facts
Organization Name
Koinly
Date Founded
2018
Company Location
United Kingdom
Company Website
koinly.io
Company Facts
Organization Name
Integral
Date Founded
2022
Company Location
United States
Company Website
integral.xyz/
Categories and Features
Corporate Tax
Data Import / Export
Data Verification
Crypto
Not specified
Crypto Accounting
Not specified
Crypto Portfolio Management
Not specified
Crypto Tax
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
Not specified
Tax Practice Management
Client Management
Client Portal
Due Date Tracking
Tax Filing
Tax Forms
Workflow Management
Categories and Features
Crypto Accounting
Not specified