Summ vs. Thomson Reuters ONESOURCE Comparison Chart

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.

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.

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.

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.

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.