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Easy, accurate crypto tax reports

Manage your clients’ taxes with confidence.
Integrates with Xero
Integrates with QBO
4.6/5 Trustpilot
No credit card required
Centralized control
View all of your clients in a convenient, unified Accountant Portal.
Seamless collaboration
Invite your clients onto the platform and work alongside them in real-time.
Designed for detail
Understand client obligations, take notes, and reconcile transactions.

Trusted by industry leaders

We partner with leaders in the accounting industry to help demystify crypto compliance.
Tax on Chain
CPA Australia
EY
Grant Thornton
Gordon Law
H&R Block
Cadena
Valles Accountants
Intuit Turbotax
Polygon Advisory Group
ITP Accounting Professionals
Citrin Cooperman
Xero
PWC
Blockchain Australia
The Network Firm
CH Consulting
TaxAct
Infinity 22
No credit card required

Unravel complex and chaotic data

Unified tracking and tax reporting for all your crypto assets across exchanges and wallets.

Save time with guided reconciliation

Our guided reconciliation flow highlights discrepancies according to the level of potential impact, helping you to spend your time and effort where they’re needed the most.

Unparalleled accuracy

Smart suggestions help make reconciliation and categorization easy, making tax compliance and accuracy simpler than ever.
CTC product shot

Client pricing

Client management portal

Manage all of your crypto clients in one place.
  • Unlimited clients
  • Client management dashboard
  • Client or accountant payment options
  • Priority support
Free

Client plans

Choose your plan

Pay the lowest tax and get the most accurate reports with Summ (formerly Crypto Tax Calculator).

Rookie

49
was €
49
100 transactions
Annual subscription
Tax-deductible*
  • Portfolio tracking
  • TurboTax integration

Hobbyist

99
was €
99
1 000 transactions
Annual subscription
Tax-deductible*
  • Portfolio tracking
  • TurboTax integration
  • Automated on-chain transactions
  • Smart contract transactions

Investor

249
was €
249
10 000 transactions
Annual subscription
Tax-deductible*
  • Portfolio tracking
  • TurboTax integration
  • Automated on-chain transactions
  • Smart contract transactions
  • Tax minimisation algorithm
  • Multiple Inventory Methods
  • Advanced tax reports
  • Tax loss harvesting
  • Audit report

Trader

499
was €
499
100 000
  transactions
Annual subscription
Tax-deductible*
100k200k
  • Trading stock report
  • Portfolio tracking
  • TurboTax integration
  • Automated on-chain transactions
  • Smart contract transactions
  • Tax minimisation algorithm
  • Multiple Inventory Methods
  • Advanced tax reports
  • Tax loss harvesting
  • Audit report

Compare plans

100
1 000
10 000
100 000
Unlimited
Unlimited
Unlimited
Unlimited
Summ connects with both the browser and desktop versions of TurboTax, so you can submit your taxes with ease.
Using our Most Tax Effective algorithm could save you potential taxes.
Switch between First In First Out, Highest In First Out, Last In First Out etc...to find the most tax effective inventory method.
Expense report, inventory report, derivative trading report, outgoing gift and lost/stolen asset report.
A tool to identify assets in a loss in order to sell them before the end of the tax year in order to reduce your overall capital gain.
Email + Chat
Email + Chat
Email + Chat
Priority
No credit card required

Frequently asked questions

Quick answers to some of your most common 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