Easy, accurate crypto tax reports
Trusted by industry leaders
Unravel complex and chaotic data
Save time with guided reconciliation
Unparalleled accuracy
"We've worked with almost every major crypto tax tool, and Summ stands out for its usability, speed, and support. It’s the only platform we feel confident recommending at scale. We're proud to be building a long-term partnership with Summ as it becomes the gold standard for crypto tax compliance."
“We've tested and employed a litany of crypto tax tools since 2021 and Summ is a cut above the rest. I can without a doubt sleep easier at night knowing that my clients' portfolios are in good hands for tax compliance."
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"We specialise in high-complexity crypto tax engagements and Summ has become central to how we deliver that work at scale. Its depth of functionality and ongoing product improvements make it a standout platform in the space."
“Summ does the job spectacularly.”
“The most advanced and accurate crypto tax calculator on the market.”
“Summ is a tool we couldn’t live without.”
Client pricing
Client management portal
- Unlimited clients
- Client management dashboard
- Client or accountant payment options
- Priority support
Client plans
Choose your plan
Rookie
Tax-deductible*
- Portfolio tracking
- Unlimited ATO Tax Reports (ALL tax years)
Hobbyist
Tax-deductible*
- Portfolio tracking
- Unlimited ATO Tax Reports (ALL tax years)
- Automated on-chain transactions
- Smart contract transactions
Investor
Tax-deductible*
- Portfolio tracking
- Unlimited ATO Tax Reports (ALL tax years)
- Automated on-chain transactions
- Smart contract transactions
- Tax minimisation algorithm
- Multiple Inventory Methods
- Advanced tax reports
- Tax loss harvesting
- Audit report
Trader
Tax-deductible*
- Trading stock report
- Portfolio tracking
- Unlimited ATO Tax Reports (ALL tax years)
- Automated on-chain transactions
- Smart contract transactions
- Tax minimisation algorithm
- Multiple Inventory Methods
- Advanced tax reports
- Tax loss harvesting
- Audit report
Frequently asked questions
What if I have more than 200,000 transactions?
If you have over 200,000 transactions, even up to one million, we offer custom solutions to support your needs. Contact us to discuss a solution that's right for you.
What data do I need from the client?
We provide a detailed list of instructions for each exchange that you can share directly with your client. Once they complete the instructions, you can then import that data into the app.
Can I invite clients to the portal?
Yes, we have an optional feature that allows you to invite clients into the app, so that they can enter their data directly. You can then review the transactions with the client.
Do you separate short-term and long-term capital gains?
Yes, we separate capital gains to take into account long-term capital gains.
Do you separate by financial years?
The one accountant package covers all financial years for all clients. The report calculates taxes for each individual financial year.
Is the accountant portal free?
Yes, it is! You can add clients, import, review, and reconcile data before payment. Access to the reports page is charged annually per client based on their transaction volume. You can access example reports for free.
What is the experience for clients?
Your client's first experience with Summ will depend on whether or not they are an existing user or completely new to the platform.
How does billing work?
Your credit card is charged the first time you pay for access to a client's reports page. The second client onward is billed end-of-month, then annually. Clients who pay for the subscription before accepting an invite will hold the annual subscription.
Is my client's data safe?
Yes. Being SOC 2 Type 2 compliant, we have all the right tools and procedures to safeguard sensitive information, meaning customers can feel confident in entrusting us with their data. Learn more about Summ's security measures.
What kind of support do you have?
Our global customer support team is highly skilled in resolving technical inquiries and can help you over all seven days via live chat, email, and phone.
Complete your clients' taxes
with ease and accuracy
