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About

Get a legal crypto tax report with just a few clicks! *Secure Transaction Import: Effortlessly connect hundreds of wallets, exchanges, blockchains, DeFi platforms and NFTs without compromising the safety of your assets. *Automated Tax Calculations: Generate your personal crypto tax report in full compliance with laws & regulations of various jurisdictions, including: • USA • Germany • France • Spain • Austria • Switzerland • Netherlands • Belgium *Comprehensive Reporting & Audit Trails: Benefit from in-depth reporting and detailed audit trails that leave no question about your transaction history unanswered. *Proactive Tax Optimization Receive personalized insights and suggestions on how to strategically optimize your crypto portfolio to minimize tax liabilities and and boost returns effectively. *Centralized Portfolio Tracking Keep an eye on all of your assets & transcations in real-time for more transparency and efficient portfolio management.

About

Summ (formerly Crypto Tax Calculator) is an advanced crypto & equities tax platform that simplifies tracking and reporting across all your brokers, exchanges, wallets, 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. Summ's portfolio tracker provides real-time PnL, tax liability insights, and accurate pricing for over 300,000 cryptocurrencies & shares. With a 4.6/5 Trustpilot rating and seamless TurboTax integration, Summ makes crypto tax filing stress-free for both casual traders and professionals. Designed for speed, accuracy, and compliance, Summ gives users total confidence at tax time.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Not Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Crypto investors (private & institutional), tax professionals looking for legally compliant crypto tax software.

Audience

Summ is ideal for crypto traders, share investors, NFT collectors, DeFi users, accountants, and businesses that need fast, accurate, and IRS-compliant tax reporting across all digital asset activity

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$0
Portfolio Tracking – Free
Crypto Tax Calculation – Starting at $49
Free Version Supported
Free Trial Not Supported

Pricing

Free
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 1,000 transactions
* $249 for 10,000 transactions
* $499 for 100,000 transactions
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 4.8 / 5
ease 4.6 / 5
features 4.7 / 5
design 4.6 / 5
support 4.8 / 5

Pros from Real Users

Pros

  • Did a fantastic job when we needed it to. Easy to use and navigate, and gives accurate readings. Will use again in the future.
  • Swift, clear answers. Worked with me. Felt like I was dealing with a human (I will never know!). Very pleasant to work with.
  • The setup and importing of several accounts, SMSF and Personal was simple and straightforward. Ai assisted when required.
  • 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
  • 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.
  • 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 :)
  • The product covers exchange trading and DeFi transactions. Should handle upcoming difficult calculations and overlapping Australian Government CGT changes if they pass legislation.
  • Ease of use, accuracy of report produced, helpful support. Crypto tax calculator did everything that was required for the ATO.
  • 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
  • The experience was great. Application was so easy to use. Reports were great, which helped my accountant a lot.

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Blockpit
Founded: 2017
Austria & Germany
www.blockpit.io

Company Information

Summ
Founded: 2018
United States
summ.com

Alternatives

Alternatives

Binocs

Binocs

Binocs.co

Categories

Crypto Supported
Crypto Tax Supported

Categories

Corporate Tax Supported

Summ generates defendable crypto tax reports for businesses, built on validated data. The reconciliation engine tracks transactions across 3,500+ exchanges, wallets, and blockchains with deep on-chain coverage, so your finance team can account for treasury holdings, crypto payroll, intercompany transfers, and cross-chain activity. The rules-based engine integrates directly with Xero and QuickBooks, mapping transactions to your Chart of Accounts for seamless reconciliation alongside traditional reporting. Summ handles millions of transactions and scales with your business. The guided reconciliation flow highlights discrepancies, while smart suggestions accelerate categorisation. Every report is clear, explainable, and defensible. Whether you're a startup or an enterprise with multi-chain DeFi exposure, Summ produces crypto tax reports that stand up when it matters.

Crypto Supported

Summ (formerly Crypto Tax Calculator) is a crypto tax and portfolio tracking platform built for portfolios that go beyond basic exchange trading. Its reconciliation engine connects to 3,500+ exchanges, wallets, and blockchains, with deep on-chain coverage for DeFi protocols, DEXs, NFTs, bridges, staking, airdrops, and complex multi-chain activity. Where data is missing or inconsistent, Summ automatically identifies discrepancies so every figure in a report can be explained and defended. By reconciling activity across sources, Summ produces clear, explainable reports that stand up when it matters. Features include the Least Tax First Out algorithm, 1099-DA reconciliation, tax loss harvesting, and audit-ready documentation. Integrates with TurboTax, Xero, and QuickBooks. SOC 2 Type 2 certified. Free portfolio tracking on signup. Paid plans unlock full reporting tailored to your jurisdiction. For casual holders, active DeFi users, accounting professionals, or businesses.

Crypto Accounting Supported

Summ is crypto accounting software built for professionals. Manage all clients in one workspace. The rules-based engine integrates with Xero and QuickBooks, mapping crypto to your Chart of Accounts so digital asset activity flows into your existing workflow. Assign wallets to known entities, create automated rules, and spot anomalies across client portfolios. The guided reconciliation flow highlights discrepancies by impact, and smart suggestions streamline categorisation across trades, DeFi, staking, airdrops, NFTs, and more. The reconciliation engine connects to 3,500+ exchanges, wallets, and blockchains with deep on-chain coverage, producing defendable reports built on validated data. Handles millions of transactions, scaling from solo practices to enterprise engagements. Every report is audit-ready. SOC 2 Type 2 certified with SSO. Train your team on one tool for individual and business clients. Professional and enterprise plans available for firms needing collaboration and priorit

Track your entire crypto portfolio in one place with Summ. The reconciliation engine connects to 3,500+ exchanges, wallets, and blockchains, giving you a unified view across centralised and decentralised platforms. Summ imports and reconciles every transaction, so you always know your positions, performance, and unrealised gains or losses. Supports 300,000+ tokens including DeFi positions, staked assets, LP tokens, and NFTs, with deep on-chain coverage that surfaces activity other trackers miss. The guided reconciliation flow highlights discrepancies and smart suggestions streamline categorisation as new activity comes in. Portfolio tracking is free with no import limits. For users who also need tax reporting, everything feeds directly into Summ's tax engine with no duplicate data entry. Get validated data across your entire portfolio and tax reports that stand up when it matters.

Crypto Tax Supported

Summ generates defendable crypto tax reports built on validated data. The reconciliation engine tracks transactions across 3,500+ exchanges, wallets, and blockchains, with deep on-chain coverage for DeFi, DEXs, NFTs, and complex protocols. The guided reconciliation flow highlights discrepancies while smart suggestions categorise trades, staking, airdrops, mining, and more. Summ generates jurisdiction-specific reports covering capital gains, income, and cost basis methods including FIFO, LIFO and HIFO. Includes 1099-DA reconciliation to catch discrepancies before you file. Integrates with TurboTax, Xero, and QuickBooks. Free to start with unlimited imports. Paid plans unlock full reporting, tax loss harvesting, and audit-ready documentation that stands up when it matters.

DeFi Tools Supported

Summ's reconciliation engine provides deep on-chain DeFi coverage, parsing smart contract data directly to track and categorise activity across thousands of protocols. That includes liquidity pool deposits and withdrawals, yield farming, lending and borrowing on Aave and Compound, DEX swaps on Uniswap and Curve, bridge transactions across L1 and L2 chains, staking, and wrapped token conversions. Supports 3,500+ integrations and prices 300,000+ tokens accurately, including LP tokens and receipt tokens. The guided reconciliation flow surfaces discrepancies, while smart suggestions handle categorisation automatically. Summ calculates the tax implications of each DeFi interaction with the correct cost basis and income treatment for your jurisdiction, including the Least Tax First Out algorithm. Free to import and track. Paid plans unlock defendable DeFi tax reports, tax loss harvesting, and audit-ready documentation.

Portfolio Analysis Supported
Tax Compliance Supported

Crypto Tax Features

Automated Data Import Supported
Exchange Integration Supported
Export Transactions Supported
Historical Prices Supported
Income Overview Supported
Margin & Futures Support Supported
Profit & Loss / Cap Gains Supported
Staking / Lending / DeFi Support Supported
Tax Form Generation Supported
Tax Loss Harvesting Supported
Wallet Integration Supported

Crypto Tax Features

Automated Data Import Supported
Exchange Integration Supported
Export Transactions Supported
Historical Prices Supported
Income Overview Supported
Margin & Futures Support Supported
Profit & Loss / Cap Gains Supported
Staking / Lending / DeFi Support Supported
Tax Form Generation Supported
Tax Loss Harvesting Supported
Wallet Integration Supported

Integrations

Binance Supported
Bitcoin Supported
Bitfinex Supported
Coinbase Supported
Ethereum Supported
HitBTC Supported
Kraken Supported
KuCoin Supported
Poloniex Supported
Bibox Not Supported
BitMEX Not Supported
CoinJar Not Supported
Gate.io Not Supported
Gemini Not Supported
HTX Not Supported
IDEX Not Supported
QuickSwap Not Supported
Swyftx Not Supported
Uniswap Not Supported

Integrations

Binance Supported
Bitcoin Supported
Bitfinex Supported
Coinbase Supported
Ethereum Supported
HitBTC Supported
Kraken Supported
KuCoin Supported
Poloniex Supported
Bibox Supported
BitMEX Supported
CoinJar Supported
Gate.io Supported
Gemini Supported
HTX Supported
IDEX Supported
QuickSwap Supported
Swyftx Supported
Uniswap Supported
Claim Blockpit and update features and information
Claim Blockpit and update features and information