Looking for crypto tax alternatives to Awaken?
Chances are you’re in need of more integrations, established partnerships, or enterprise-grade security. Here's where to find it.
Quick Answer: The Best Awaken Alternative is Summ
Looking for the best alternative to Awaken? Here's our quick recommendation:
Summ is the top Awaken alternative for US crypto investors in 2026. It offers:
- ✓ 3,500+ integrations (vs Awaken’s 500+)
- ✓ Official tax partner of Coinbase and MetaMask
- ✓ Comprehensive DeFi & cross-chain support with 2,300+ DeFi protocols
- ✓ 7-day refund upon approval
Quick Comparison: Awaken vs Summ
| Feature |
Summ |
Awaken |
| Total Integrations |
3,500+ |
500+ |
| Starting Price |
$49 |
Free (limited) |
| Free Portfolio Tracking |
Over 200,000 transactions |
Up to 100 transactions |
| DeFi Support |
✓ Complete (2,300+ protocols) |
✓ Advanced |
| NFT Support |
✓ Complete |
✓ Supported |
| Tax Loss Harvesting |
✓ (Investor & Trader plans) |
✗ |
| SOC 2 Certified |
✓ Type 2 |
✓ Type 2 |
| Multi-Factor Authentication |
✓ |
✓ |
| 24/7 Live Support |
✓ |
✗ |
| Refund Policy |
7-day refund (upon approval) |
Not specified |
| IRS Form 8949 |
✓ |
✓ |
| Schedule D |
✓ |
✓ |
| TurboTax Integration |
✓ |
✓ |
| Coinbase/MetaMask Partner |
✓ |
✗ |
Other Awaken Alternatives to Consider
While we believe Summ offers the best combination of features, integrations, and support, here are other alternatives worth considering:
{{CoinTracker Alternatives}}
{{CoinLedger Alternatives}}
{{TokenTax Alternatives}}
Awaken vs Summ (Formerly Crypto Tax Calculator)
Awaken is a newer entrant in the crypto tax software space, known for its AI-powered categorization and real-time tax calculations. It has gained attention for its automation capabilities that can label approximately 80% of transactions on average, saving users hours of manual work.
Summ (formerly Crypto Tax Calculator) is a more established platform with a comprehensive approach to crypto taxation. As the official tax partner of Coinbase and MetaMask, Summ supports over 3,500 integrations and offers advanced features like 24/7 live support and tax loss harvesting. It's designed to handle everything from simple trades to complex DeFi activities.
Let's break down how these platforms compare across the features that matter most.
Integrations (Supported Exchanges, Wallets and Blockchains)
The verdict: Summ's extensive integration coverage significantly reduces manual data entry and the risk of reporting errors.
Why it matters: Every unsupported integration means manual work or missing data. Summ's integration library of 3,500+ is one of the largest in the industry, which means you're far less likely to encounter an unsupported exchange or protocol. As one Summ customer said, there are “Extensive integrations to import transactions from [al]most every exchange.”
| Integration Type |
Summ |
Awaken |
| Total Integrations |
3,500+ |
500+ |
| Exchanges |
150+ |
Growing |
| Wallets |
500+ |
Growing |
| DeFi Protocols |
2,300+ |
Advanced |
| Blockchains |
Comprehensive |
Standard |
While Awaken is building out its integration library, Summ's established network of 3,500+ integrations provides broader coverage for users with diverse crypto portfolios.
DeFi Support
The verdict: Both platforms offer strong DeFi support. Summ provides broader protocol coverage, whereas Awaken was built specifically for web3 and is primarily DeFi focused.
Why it matters: DeFi includes activities like staking your crypto to earn rewards, providing liquidity to trading pools, lending your assets, or using decentralized exchanges. These transactions are notoriously complex to track and categorize correctly for tax purposes.
If you've used platforms like Uniswap, Aave, Compound, or participated in liquidity pools, your tax software needs to handle:
- Cross-chain swaps (trading across different blockchains like Ethereum to Polygon)
- Liquidity pool deposits and withdrawals
- Yield farming rewards (income from DeFi protocols)
- Staking income (rewards from validating transactions)
- Lending and borrowing (interest earned and paid)
If you’re an advanced DeFi trader, Awaken may be your best option. It uses AI-powered categorization for DeFi transactions, automating over 20,000 smart contracts, and also offers split transactions for complex multi-step DeFi transactions.
However, if you’re involved with DeFi across a range of platforms, Summ may be the right fit for you. The platform supports over 2,300 DeFi protocols, providing a broader safety net for users active across multiple platforms.
Tax Reports & IRS Compliance
The verdict: Both platforms generate the necessary IRS forms.
Why it matters: For US crypto investors, IRS compliance is non-negotiable. You need software that generates accurate, ready-to-file tax forms.
| Tax Feature |
Summ |
Awaken |
| Form 8949 |
✓ |
✓ |
| Schedule D |
✓ |
✓ |
| TurboTax Integration |
✓ |
✓ |
| TaxAct Integration |
✓ |
✓ |
| FIFO Method |
✓ |
✓ |
| LIFO Method |
✓ |
✓ |
| HIFO Method |
✓ |
✓ |
| Specific ID |
✓ |
✓ |
What is Form 8949? Form 8949 is the IRS form where you report individual crypto transactions and their gains or losses. Each trade, sale, or taxable event needs to be listed.
What is Schedule D? Schedule D summarizes your total capital gains and losses from all sources, including crypto.
Security
The verdict: Summ offers documented enterprise-grade security with additional protections including zero-trust architecture and 24/7 threat detection.
Why it matters: Crypto tax software accesses your complete financial history across all exchanges and wallets. This is sensitive data that deserves serious protection.
| Security Feature |
Summ |
Awaken |
| SOC 2 Type 2 Certified |
✓ |
✓ |
| Multi-Factor Authentication |
✓ |
✓ |
| Zero-Trust Architecture |
✓ |
Not specified |
| 24/7 Threat Detection |
✓ |
Not specified |
| SSL Encryption |
✓ |
✓ |
| Read-Only API Access |
✓ |
✓ |
What is SOC 2 Type 2? It's an independent audit that verifies a company's security practices meet rigorous industry standards. It's the gold standard for SaaS security compliance.
While Awaken is SOC 2 certified, Summ has additional security measures like zero-trust architecture and continuous threat monitoring to make sure your financial data is properly protected.
Pricing
The verdict: Both platforms offer competitive pricing, depending on whether you’re a low or high-volume trader. If you’re a low-volume trader with less than 100 transactions, it’s best to take advantage of Awaken’s free tier to download tax reports and track your portfolio. However, if you have over 100 transactions, Summ offers more features at a lower cost.
Why it matters: While Awaken wins on the free tier, if you’re a medium to high-volume trader Summ comes out on top. With significantly more integrations, additional security measures, and the ability to handle up to 500,000 transactions – 4x Awaken’s limit – Summ is made for both casual traders and seasoned pros.
| Transaction Tier |
Summ |
Awaken |
| Up to 100 |
$49 (Rookie) |
$0 (Minnow) |
| Up to 300 |
$99 (Hobbyist) |
$99 (Fish) |
| Up to 1,000 |
$99 (Hobbyist) |
$199 (Dolphin) |
| Up to 5,000 |
$249 (Investor) |
$399 (Dolphin) |
| Up to 10,000 |
$249 (Investor) |
$599 (Whale) |
| Up to 50,000 |
$499 (Trader) |
$999 (Whale) |
| Up to 100,000 |
$499 (Trader) |
N/A |
| Up to 500,000 |
$999 (Trader) |
N/A |
Annual subscriptions: Both prices reflect annual subscriptions. Summ's subscription covers all historical tax years back to 2014, meaning you pay once and can generate reports for any previous year, which can be valuable if you need to amend or submit past returns. Awaken doesn’t clearly specify if there is a limit to how far back you can get tax reports for, it just says you can access “all prior years,” in one plan.
Refund policy: Summ has a 7-day refund policy, upon approval. Awaken doesn’t offer any refunds, unless the user has been improperly charged.
Free Tier
The verdict: If you have under 100 transactions, Awaken’s free tier is significantly more generous, letting you access and download all necessary tax reports without paying a dollar. However, if you have over 100 transactions and are looking to evaluate your performance using the Dashboard Summ’s free tier will give you what you need.
Why it matters: Having full access to view and download tax reports is a great perk, but it’s only relevant if you have a small number of transactions. It’s also important to be able to conduct an evaluation of any new product so you don’t get locked into something that’s not 100% right for you.
Summ Free Tier:
- Portfolio tracking for up to 100,000 transactions
- Unlimited integrations
- Smart suggestions and auto-categorization
- DeFi and NFT support
- Tax reports require a paid upgrade
- Mobile app for portfolio tracking on iOS
Awaken Free Tier:
- Portfolio tracking for up to 100 transactions
- Limited features
- Can download tax reports for up to 100 transactions
- Export to TurboTax and TaxAct
Established Partnerships
The verdict: Summ's official partnerships with major platforms provide additional credibility and integration benefits.
Summ is the official tax partner of both Coinbase and MetaMask, two of the largest crypto platforms in the world. These partnerships mean:
- Seamless integration with popular platforms
- Ongoing development to support new features
- Trust and validation from industry leaders
Conclusion: Why Summ is the Best Awaken Alternative
After comparing the platforms across integrations, DeFi support, security, pricing, and partnerships, Summ emerges as the strongest Awaken alternative for most US crypto investors.
Here's what sets Summ apart:
- Significantly more integrations (3,500+ vs Awaken's 500+)
- Official Coinbase and MetaMask partner industry-validated trust
- Enterprise-grade security with additional protections
- Comprehensive DeFi support with 2,300+ protocols
- 24/7 live human support when you need help
- 7-day refund policy (upon approval)
That said, Awaken may be preferable if you value its advanced DeFi features, AI-powered categorization, or are looking for a newer platform. Awaken has built a strong reputation for AI automation and accuracy.
For US investors seeking established partnerships, comprehensive integrations, and documented security practices, Summ delivers proven value.
Frequently Asked Questions
Is Summ better than Awaken?
For most US crypto investors, Summ offers meaningful advantages over Awaken: significantly more integrations (3,500+ vs Awaken's 500+), established partnerships with Coinbase and MetaMask, additional security protections, and 24/7 live support. Both platforms offer DeFi support, but Summ's broader integration coverage and proven track record make it a stronger choice for most users.
Does Summ support real-time tax calculations?
Yes. Summ provides real-time portfolio tracking and tax liability monitoring, allowing you to see your potential tax obligations as you trade.
Is Summ free to use?
Yes, Summ offers a free tier that includes portfolio tracking for up to 100,000 transactions, unlimited integrations, DeFi and NFT support, and smart transaction categorization. To download tax reports (Form 8949, Schedule D, etc.), you'll need to upgrade to a paid plan starting at $49.
Does Summ support DeFi transactions?
Absolutely. Summ was built with DeFi support at its core, covering over 2,300 DeFi protocols. This includes cross-chain swaps, liquidity pool deposits and withdrawals, yield farming, staking rewards, lending, and borrowing.
Is Summ safe and secure?
Yes. Summ takes security seriously with multiple layers of protection:
- SOC 2 Type 2 certification: Independent verification of security practices
- Zero-trust architecture: No implicit trust for any user or system
- 24/7 threat detection: Continuous monitoring for security issues
- Multi-factor authentication: Optional additional account protection
- Read-only API access: Summ can never move or access your crypto
What tax forms does Summ generate?
Summ generates all the forms US crypto investors need:
- Form 8949: Lists individual transactions and gains/losses
- Schedule D: Summarizes total capital gains and losses
- Income reports: For staking, mining, and other crypto income
- Transaction history: Complete audit trail for your records
Disclaimer: This content is for informational purposes only and does not constitute tax advice. Consult with a qualified tax professional for advice specific to your situation.
The information provided on this website is general in nature and is not tax, accounting or legal advice. It has been prepared without taking into account your objectives, financial situation or needs. Before acting on this information, you should consider the appropriateness of the information having regard to your own objectives, financial situation and needs and seek professional advice. Summ (formerly Crypto Tax Calculator) disclaims all and any guarantees, undertakings and warranties, expressed or implied, and is not liable for any loss or damage whatsoever (including human or computer error, negligent or otherwise, or incidental or Consequential Loss or damage) arising out of, or in connection with, any use or reliance on the information or advice in this website. The user must accept sole responsibility associated with the use of the material on this site, irrespective of the purpose for which such use or results are applied. The information in this website is no substitute for specialist advice.