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About

Connect your accounts. Track your portfolio. Calculate your taxes. Encrypted by you, not us. Import trades and transactions with direct connections to exchanges in real-time and see their impact on your portfolio and tax immediately. Direct connections mean we can't snoop or log your data. When we don't support your exchange yet, or the exchange is dead, you can import your data in our custom CSV format. When you just have a few transaction to add, you can create transactions manually. We value every asset in your accounts and show you the total value in your currency of choice. Understand how your assets have performed and think back to those boom days, planning for the next ones. Understand the proportion of your account value stored in each of your assets, allowing you to make investment or rebalancing decisions. UK and USA capital gains and income tax support.

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

Crypto traders that want a tax solution for crypto, and a portfolio management system

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

No information available.
Free Version
Free Trial

Pricing

Free
Free Version
Free Trial

Reviews/Ratings

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

This software hasn't been reviewed yet. Be the first to provide a review:

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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

Recap
Founded: 2018
United Kingdom
recap.io

Company Information

Summ
Founded: 2018
United States
summ.com

Alternatives

Alternatives

Binocs

Binocs

Binocs.co
CoinTracker

CoinTracker

CoinTracker.io

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

Integrations

BTC Markets
Bibox
Bitfinex
Cardano
Cointree
Crypto.com
Ethereum
Gate.io
HTX
HitBTC
IDEX
Kraken
KuCoin
MetaMask
PancakeSwap
Polygon
QuickBooks Online
TurboTax Business
Uniswap
Xero

Integrations

BTC Markets
Bibox
Bitfinex
Cardano
Cointree
Crypto.com
Ethereum
Gate.io
HTX
HitBTC
IDEX
Kraken
KuCoin
MetaMask
PancakeSwap
Polygon
QuickBooks Online
TurboTax Business
Uniswap
Xero
Claim Recap and update features and information
Claim Recap and update features and information
Claim Summ and update features and information
Claim Summ and update features and information