Summ Reviews

Excellent product and service - even late at night I get a fast response. The latest reports generate fast and provide a total overall picture of my portfolio. The accountants report is easy to generate and send off as well. Couldn’t be more happy with every aspect of my time using this app

I’ve been with these guys for many years and am amazed at their ability, dedication and commitment to help. Every interaction I’ve had with them has resulted in fast and professional responses. An excellent product- even the ATO respect it. Thanks for the help guys.

I’m usually quite picky but can’t find anything that I don’t like.

10/10
Wonderful customer service who are very responsive and fast to action any troubleshooting. Would use service again.

Did a fantastic job when we needed it to. Easy to use and navigate, and gives accurate readings. Will use again in the future.

Nothing to not like. Seems a reasonable cost if you need it.

Overall i'm back for my second year, and hopefully my third year next year. I hope they offer a promo code or something.

Nice website, lots of options and advanced features, high transaction count for paid accounts. Supports all the wallets.

Support is good but slow to respond, this is mainly for advanced users who have hours to spend correcting transactions, unless you didn't do many transaction in your tax year.

SUMM is an excellent platform. I recommend SUMM to all who work with Cryptocurrency. Clarity is key; and this is what SUMM provides.

The team at SUMM are outstanding. Their response time is wonderful; whenever I have a question for the Support section, SUMM'S help is prompt and always very polite. SUMM is a necessity when you work with Crypto, as it provides clear information regarding CGT. THANK YOU to SUMM for creating such a wonderful product :)

Honestly, I can't find any Cons with this platform. The team are consistently working on the product, to give Users the best, up-to-date experience possible.

For all my portfolio stuff, this is a wonderful platform.

For leveraged/trading, it works, but not as user friendly. It could be some settings that need to be tweaked, but my trading wallets had shown the wrong balances. I would have had to go into each transaction to make manual changes. It's possible that the trading platform I used reported items like "Hit TP", "Hit SL" differently or in a way that's not easily translatable to the platform. As such, I left 4 stars.

Also, the AI bot support chat thing was exceptional. It was able to process a refund on a subscription I forgot about!

Above average and is more than enough for the average investor. Thank you SUMM!

Aesthetically pleasing platform
Discount via Coinbase
Caught things I had missed
Easy to make changes
AI Bot Support Chat very good!

No advanced subscription renewal notice
Solana trading/perpetuals, the balances did not show accurately. Showed all wallets at the wrong balances, when there's profits/losses from leveraged trading in there.

Overall a good deal for the money. I can't imagine most people having more complicated taxes than mine. However, even in my case I was able to get my issues resolved quickly.

Imported all of my wallets easily, when some were wrong I was able to get help from Karl. My problem was a little complicated but still resolved in a couple days.

Some transactions were counting outputs as fees and this caused the txns to show a "zero cost buy" which inflated my balances.

Overall, this is a complex environment with some many exchanges and wallets to deal with. I am satisfied with SUMM. Always prompt support

Very quick response and came up with the solution. Gilbert worked through the files I uploaded and advised to remove two columns, UID and MEMO.

It looks like SUMM had not updated their rules to accept MEXC downloads of withdraw transactions. Got there in the end

Really happy with the service overall and how the software is user friendly. Not much to it. If you can read, you can get far in life.

Super easy to use and import data. Can even go back a few years if required and get tax statements from previous FY's.

I've stopped trading crypto and thus don't require the use of this service. This isn't a con at all, just me sharing an experience - I got charged for another subscription and did a live chat with the AI bot online. Subscription was refunded within a day. Thanks for being streamlined!

Easy to use, great online help. Summ has made my tax reports so much simpler. I find it brilliant for working out my capital gains.

The bot (online help) was great and answered my question. I wasn't quite sure of the right allocation, and this confirmed it for me. Most helpful

Nothing, my question was answered correctly the first time.

Excellent overall experience. Provided the exact tax services I was after with a clean UI. Would recommend to anyone actively trading.

Good customer support. They responded quickly and provided actionable solutions which met my needs.
Useful tax outputs which were relatively easy to interpret.
Nice UI

Nothing stands out. I think slightly more specific tax guidance relevant to my country's system would be helpful.

Very good service will defiantly use again. I would recommend Crypto Tax Calculator report for filing a tax statement with the ATO

Ease of use, accuracy of report produced, helpful support. Crypto tax calculator did everything that was required for the ATO.

No complaints.

Its been great. very seam less not much to say other than the service is very fast very accommodating to my understanding.

Pretty much spot on with every thing no big complaints or anything of such nature, i've used this product at the end of year mostly

its just a bit too pricy for my budget, if thats not the case id be happy.

Excellent.

Nothing has ever gone wrong for me with this tool.
It's done exactly as I've wanted it to as a crypto trading hobbyist.
If I scaled up my business endeavours to professional trading, I would still use this tool. It's that reliable.
I'd just need to upgrade my yearly subscription and it would be "plug and play" so to speak.

Everything feels modular and interconnected.
There is a high-quality customer support bot and human assistance where it's needed.
The calculations are accurate and the tool corrects errors that I had no clue about.
I completely trust this tool because it's earned it, through good results and quality, especially for the price.
This tool has a massive range of support and integrates well with other tools like TurboTax!

I noticed that one article, specifically about importing into TurboTax, was not kept up-to-date and so I had to figure out a big problem myself when the article could've took hours off of my workload.

I found the same with overly optimistic sync time estimates.
The tool read that sync could take as long as 5 minutes.

It took probably about an hour or longer for a few accounts, presumably because the service is very busy during the end of tax season.

I spent a long time troubleshooting but if I knew that it would just take more time, that would have cut down a lot of my workload.
But, because of the excessively optimistic time estimate, I thought there was a bug and wasted twice or three times the amount being stumped and getting frustrated on what's going wrong.

So far excellent, I am close to finishing my reconciliation of 22,000+ transactions with SUMM becoming my source of truth . Their support is not only responsive but knowledgable and efficient

Came across some difficulties in editing some transactions, and took some time to ask support the questions in detail. After a very short time , ie 20 minutes I had a concise explanation and walk thru to explain how to change and edit various transactions and which ones. I was able to complete quickly. I am sure this would have taken days to achieve. This is one of the reasons why I have subscribed with Summ and moved off a couple of other platforms where the shortfalls would have limited my ability to complete the tasks efficiently

Not sure yet, I am sure will find something but a little early still

As previously listed, once setup, I'm sure you will appreciate the ease of use going forward, in particular when Tax Time arrives.

The setup and importing of several accounts, SMSF and Personal was simple and straightforward. Ai assisted when required.

The platform is excellent. I have used the service of another provider and I found the detail within SUMM platform is fantastic, user-friendly, and simple to balance.

Very Good. I had a lot of data to process in a short time. It all had to be checked and reconciled, which both sides did in tandem to resolve the matter over a weekend.

Swift, clear answers. Worked with me. Felt like I was dealing with a human (I will never know!). Very pleasant to work with.

Not a lot to criticise really. Just a little on the pricy side for an occasional user such as myself. I have only used the product for 3 days and will wait and see whether I will renew next year.

I've been using Summ to manage and analyse a large cryptocurrency transaction history, and it has saved me a huge amount of time. The platform handles complex transaction data well, provides clear tax reporting, and supports a wide range of exchanges and wallets. The interface is intuitive, and importing data is straightforward. Customer support has also been responsive when needed. Overall, Summ is a reliable and efficient solution for anyone dealing with crypto tax and portfolio tracking.

The product covers exchange trading and DeFi transactions. Should handle upcoming difficult calculations and overlapping Australian Government CGT changes if they pass legislation.

Occasionally, I've had duplicate or missing transactions; this is most likely due to 3rd party APIs and not Summ itself.

If ever I go back to crypto trading, or if staking rewards are allowed in Australia again - which produces lots of transactions - then I will require assistance again and will definitely subscribe to Crypto Tax Calculator again.

Awesome product!

The experience was great. Application was so easy to use. Reports were great, which helped my accountant a lot.

Nothing that I did not like.

From the start, it was already easy to use and there wasn't anything that I found to be negative about the product.

Overall Summ is a good product with many great features that will help anyone make sense of their crypto every year.

Summ is easy and intuitive to use. It is easy to important all transactions from multiple platforms for analysis. It includes convenient summary pages and breakdown of complicated crypto categories into a simple format.

Summ didn’t send an email to remind me of my upcoming annual payment, but the automated message system helped to address my concern.

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).

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.

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