Summ
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
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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TaxTron
TaxTron is a proudly Canadian tax preparation software company dedicated to delivering top-notch tax solutions across the country. With specialized versions for professionals, individuals, and corporations, we also provide a helpful support team that is always available to address any questions regarding our software. We recognize that the caliber of software is intrinsically tied to the expertise of its developers.
At TaxTron, our mission is to support as many Canadians as we can with their income tax filings. To enhance accessibility, we are thrilled to offer our cloud-based web software alongside our desktop options. Our tax preparation solution is available in both English and French, ensuring it meets diverse user needs, and is compatible with Windows, Macintosh, and web platforms. By choosing TaxTron, you are not only simplifying your tax preparation process but also ensuring that you have a reliable partner in your financial journey. We invite you to experience the perfect blend of excellence and convenience with TaxTron.
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Vertex
Vertex software facilitates tax determination, compliance, and reporting, in addition to managing tax data and documents. Furthermore, it connects seamlessly with essential business applications to deliver robust integrations.
By merging cutting-edge technology, extensive tax process knowledge, and strategic industry collaborations, Vertex offers a comprehensive solution for global indirect tax. This approach not only minimizes audit risks but also empowers tax departments to enhance their contributions to organizational success. Ultimately, such capabilities can lead to more efficient tax operations and improved overall business performance.
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