Summ (formerly Crypto Tax Calculator) is leading crypto tax software 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.
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 crypto tax software, Summ turns crypto chaos into confidence. Add clarity. Subtract doubt.
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Soraban 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.
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Sovos
Sovos stands as an international leader in delivering tax, compliance, and trust solutions that empower businesses to confidently navigate a complex regulatory landscape.
With over 100,000 clients spanning more than 100 countries, including a significant portion of the Fortune 500, Sovos is a trusted partner for compliance solutions. The company processes upwards of three billion transactions each year across 19,000 tax jurisdictions worldwide. Supported by an extensive partner network comprising over 400 members, Sovos offers a matchless global resource for businesses across diverse industries and regions. Established in 1979, Sovos has expanded its operations throughout the Americas and Europe, and currently operates under the ownership of Hg and TA Associates. With a commitment to innovation, Sovos continues to adapt to the evolving needs of its clients, solidifying its position as a key player in the compliance landscape.
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Caribou
Presenting a cutting-edge solution tailored for multi-entity organizations to streamline the pursuit of intragroup agreements, set clear transfer pricing policies, and facilitate effective benchmarking. This approach guarantees compliance during fund transfers between different entities, effectively resolving the confusion and inconsistencies that often arise for accountants and investors. Capital and intellectual property can be transferred to your regulated entity seamlessly, all while avoiding conflicting legal advice. Throughout this process, ensure your compliance team remains satisfied and informed. Take advantage of extensive assistance in both the design and implementation of your transfer pricing strategy, enabling you to progress with a tax framework that supports your growth objectives. Enjoy 24/7 access to international tax experts, eliminating the stress associated with hourly billing. You will also receive clear and concise guidelines regarding signing authority, documentation requirements, and expected timelines, all without the usual complexities. Shift from reactive strategies to a proactive approach in international tax management as your entities grow. Significantly minimize lengthy information requests and enhance operational efficiency by simply uploading a select few documents. Easily request vital transfer pricing documents and intragroup agreements, monitor progress across different teams, and quickly discover the optimal way to structure your entities with just a few clicks, thereby fostering a more organized and compliant overall approach. Ultimately, this innovative solution will empower your organization to navigate the complexities of international taxation with confidence and ease.
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