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Summ

summ.com

From $4.08/mo Free trial Web
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Spec score 7.6 #10 of 18 in Cryptocurrency Tax Calculator

What it is

Summ is a web service for identifying, organizing, and tracking cryptocurrency activity while preparing tax reports. It combines portfolio value, profit and loss, and tax liability in one place. Reports include summaries, capital gains, income, expenses, audits, and nine other detailed formats, with settings that can be customized for local tax rules. Summ describes a Least Tax First Out method that selects the asset lot with the highest cost basis when a disposal occurs. The service lists more than 3,500 integrations across exchanges, DeFi services, protocols, and wallets, with custom CSV upload when an integration is unavailable. DeFi and NFT support are included. Signup provides transaction importing, smart suggestions, automatic categorization, portfolio tracking, and DeFi and NFT features free; reports and some tools require a paid plan. Summ supports up to one million transactions and offers custom solutions for high-volume traders. It is web-only and headquartered in Sydney, Australia.

Spec sheet

Purpose
Summ helps identify, track, and organize crypto activity and generate tax reports.Read 8 Oct 2026 · summ.com
Integrations
Summ lists support for over 3,500 integrations across exchanges, DeFi, protocols, and wallets.Read 8 Oct 2026 · summ.com
Security
Summ states it is SOC 2 Type 2 certified and that its application requires read-only access to user data.Read 8 Oct 2026 · summ.com
Support
Pricing lists email and chat support for Rookie, Hobbyist, and Investor, and priority support for Trader.Read 8 Oct 2026 · summ.com
Headquarters
Sydney, AustraliaRead 28 Sep 2026 · summ.com
Founded
2018Read 28 Sep 2026 · summ.com
Company
Summ was co-founded by Shane and Tim Brunette in 2018 and is headquartered in Sydney, Australia.Read 8 Oct 2026 · summ.com
Accountant collaboration
Users can invite their accountant to collaborate within the Summ web app.Read 8 Oct 2026 · summ.com
Credential handling
Summ says it never asks for wallet private keys and encrypts API keys in transit and at rest.Read 8 Oct 2026 · summ.com
CSV imports
If an integration is not listed, Summ says users can still upload a custom CSV.Read 8 Oct 2026 · summ.com
Free access
Upon signup, users can import transactions and use smart suggestions, auto-categorization, portfolio tracking, and DeFi and NFT support; reports and some tools and support require a paid plan.Read 8 Oct 2026 · summ.com
Portfolio tracking
The product tracks portfolio, profit and loss, and tax liability in one place.Read 8 Oct 2026 · summ.com
Tax minimisation
Summ says its Least Tax First Out algorithm uses the asset lot with the highest cost basis when a disposal event occurs.Read 8 Oct 2026 · summ.com
Tax reports
Summ can generate summary, capital gains, income, expenses, and audit reports, plus nine other detailed reports.Read 8 Oct 2026 · summ.com
Tax settings
Customisable tax settings let users tailor reports to local tax rules.Read 8 Oct 2026 · summ.com
Transaction capacity
Summ says it supports up to one million transactions and offers custom solutions for high-volume traders.Read 8 Oct 2026 · summ.com

Plans and prices

Rookie $49 a year Annual subscription 100 transactions · portfolio tracking · TurboTax integration Read 8 Oct 2026 · summ.com
Hobbyist $99 a year Annual subscription 1,000 transactions · portfolio tracking · TurboTax integration · automated on-chain transactions · smart contract transactions Read 8 Oct 2026 · summ.com
Investor $249 a year Annual subscription 10,000 transactions · tax minimisation algorithm · multiple inventory methods · advanced tax reports · tax loss harvesting · audit report Read 8 Oct 2026 · summ.com
Trader $499 a year Annual subscription 100,000 transactions · trading stock report · tax minimisation algorithm · multiple inventory methods · advanced tax reports · tax loss harvesting · audit report Read 8 Oct 2026 · summ.com

Every Summ plan and price →

Strong points and limits

Strong points

  • Free plan includes portfolio tracking
  • More than 3,500 listed integrations
  • Custom tax settings for local rules
  • DeFi and NFT support
  • Read-only data access and encrypted API keys

Limits

  • Free access excludes reports and some tools
  • Rookie plan allows 100 transactions
  • Paid plans required for advanced tax features
  • Web platform only

Who it suits

Summ suits cryptocurrency users who need portfolio tracking and tax reports across supported jurisdictions and forms. It also fits people whose exchanges, wallets, DeFi activity, or NFTs can be connected through its integrations or CSV import.

Verdict

Summ covers tracking, integrations, tax forms, and jurisdiction settings in one browser service. Check the transaction allowance and whether your required reports are available on the chosen plan.

Where Specifiction places it

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