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About

Cointelli understands the practical difficulties that individuals face when organizing their tax data. That’s why it makes the tax reporting process as clear and straightforward as possible. An intelligent, all-in-one crypto tax solution, Cointelli’s unique technology lets you take care of everything in one place and save both time and money. Built by certified CPA Mark Kang, Cointelli also provides accountants with customized features to allow them to communicate more effectively with their clients. Delivering a very high standard of accuracy at an affordable fixed price, Cointelli lets you stop wasting time and take the stress out of calculating your taxes. Cointelli uses unique technology to help individuals, businesses, and CPAs plan their crypto tax savings. We specialize in helping you reap the most crypto tax benefits possible.

About

Summ (formerly Crypto Tax Calculator) is an advanced crypto tax platform that simplifies tracking and reporting across all your exchanges, wallets, NFTs, 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—including micro-cap assets. 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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

CPAs, Investors, Wealth managers, Financial planners, Cryptocurrency investors

Audience

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

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$49 per year
Free Version
Free Trial

Pricing

Free
Free Version
Free Trial

Reviews/Ratings

Overall 4.9 / 5
ease 4.8 / 5
features 4.8 / 5
design 4.7 / 5
support 4.9 / 5

Reviews/Ratings

Overall 5.0 / 5
ease 4.6 / 5
features 4.6 / 5
design 5.0 / 5
support 4.6 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Cointelli
Founded: 2021
United States
cointelli.com

Company Information

Summ
Founded: 2018
United States
summ.com

Alternatives

Alternatives

Categories

Categories

Crypto Tax Features

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

Crypto Tax Features

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

Integrations

Binance
Bitcoin
Bitfinex
Cardano
Coinbase
Crypto.com
Ethereum
Gate.io
HTX
HitBTC
IDEX
Kraken
KuCoin
Liquid
MetaMask
Poloniex
Decred
Ripple
Uniswap

Integrations

Binance
Bitcoin
Bitfinex
Cardano
Coinbase
Crypto.com
Ethereum
Gate.io
HTX
HitBTC
IDEX
Kraken
KuCoin
Liquid
MetaMask
Poloniex
Decred
Ripple
Uniswap
Claim Cointelli and update features and information
Claim Cointelli and update features and information
Claim Summ and update features and information
Claim Summ and update features and information