What is 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.

Pricing

Price Starts At:
Free
Price Overview:
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 2,500 transactions
* $189 for 10,000 transactions
* $ 299 for 100,000 transactions
Free Trial Offered?:
Yes

Integrations

Offers API?:
Yes, Summ provides an API

Screenshots and Video

Company Facts

Company Name:
Summ
Date Founded:
2018
Company Location:
United States
Company Website:
summ.com
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Product Details

Deployment
SaaS
Training Options
Documentation Hub
Support
Standard Support
24 Hour Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Summ Categories and Features

Crypto Tax Software

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

Corporate Tax Software

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

Summ Customer Reviews

Write a Review
  • Reviewer Name: A Verified Reviewer
    Position: Business analyst
    Has used product for: Free Trial
    Uses the product: Yearly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Intuitive design and helpful team

    Date: Mar 16 2022
    Summary

    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).

    Positive

    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.

    Negative

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

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: IT
    Has used product for: 1-2 Years
    Uses the product: Yearly
    Org Size (# of Employees): 1,000 - 4,999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    CryptoTaxCalculator provided great service from start to finish.

    Date: Dec 11 2021
    Summary

    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.

    Positive

    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.

    Negative

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

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Crypto investor
    Has used product for: Free Trial
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    So far so good!

    Date: Dec 16 2021
    Summary

    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!

    Positive

    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!

    Negative

    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.

    Read More...
  • Reviewer Name: Simon S.
    Position: Snr Engineer
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    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

    Date: Dec 20 2021
    Summary

    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.

    Positive

    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.

    Negative

    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.

    Read More...
  • Reviewer Name: Kim N.
    Position: Director
    Has used product for: Less than 6 months
    Uses the product: Monthly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Crypto tax calculator

    Date: Nov 29 2021
    Summary

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

    Positive

    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.

    Negative

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

    Read More...
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