Summ

by Summ

Crypto and investment tax software, formerly Crypto Tax Calculator, with free signup, portfolio tracking and TurboTax filing.

Visit website

Crypto Accounting

Starting priceFree signup; paid from $49 per year

Pricing modelfreemium

DeploymentCloud

Free trialNo

About

Crypto and investment tax software, formerly Crypto Tax Calculator, with free signup, portfolio tracking and TurboTax filing.

Summ, formerly Crypto Tax Calculator, is a tax platform for crypto and stock investors with unlimited holdings and integrations, DeFi and NFT support, automatic categorization and a smart suggestion engine. It also tracks dividends and corporate actions and offers a tax minimisation algorithm.

Signup is free with read-only access and no credit card required, so users can import transactions and track their portfolio before upgrading. Annual plans named Rookie, Hobbyist, Investor and Trader unlock unlimited tax reports for all tax years, tax loss harvesting on higher tiers, audit reports, and filing with TurboTax and H&R Block.

Key features

Unlimited holdings and integrations; Crypto and stocks coverage; Auto-categorization and smart suggestions; DeFi and NFT support; Tax minimisation algorithm; Tax loss harvesting; Audit report; TurboTax and H&R Block filing

Industries served

CryptocurrencyFinance

Product details

Vendor

Summ

Pricing

Free signup; paid from $49 per yearNo free trial

Pricing model: freemium

Plans

Rookie: $49 per year (100 transactions); Hobbyist: $99 per year (1,000 transactions); Investor: $249 per year (10,000 transactions); Trader: $499 per year (100,000 transactions)

Visit website for full pricing details

Similar software

Awaken Tax

by Awaken Tax

Crypto tax software with 500+ integrations, a free plan for 100 transactions and a full service bookkeeping option.

Free plan; paid from $99 per year

Bitcoin.Tax

by Bitcoin Taxes

Crypto tax calculator for capital gains and income from trading, spending, donations and mining, with a free tier and plans for tax professionals.

Free up to 20 transactions; Trader plans from $169 per tax year

Bitwave

by Bitwave

Crypto accounting and tax platform for enterprises and funds.

Contact for pricing

Blockpit

by Blockpit

Crypto tax and Source of Funds reporting platform with per tax year report pricing in euros and expert services.

From €49 per tax year

Breezing

by Breezing

Crypto accounting and portfolio management for businesses.

From $29/month billed annually

CoinLedger

by CoinLedger

Crypto tax software with 1,000+ integrations, free portfolio tracking and one-time paid plans that produce IRS Form 8949.

Free tracking; tax reports from $49 one-time