Summ review
A broad web-based crypto tax workspace with optimization, DeFi, NFT, and reporting tools.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Summ is web-based crypto tax software for investors, traders, accountants, and businesses. It brings together exchange, wallet, blockchain, DeFi, and NFT data, then categorizes transactions and calculates capital gains, losses, and income. Portfolio tracking, reconciliation, jurisdiction-specific reports, and accountant collaboration make it suited to users managing activity across several crypto platforms or tax years. It also covers complex activity such as staking, mining, airdrops, lending, borrowing, and liquidity pools.
Its strongest case is breadth. Summ connects with cryptocurrency exchanges, wallets, blockchains, DeFi protocols, and NFT marketplaces, while also supporting TurboTax, H&R Block, QuickBooks, and Xero. The published plans show that Rookie and Hobbyist include portfolio tracking, unlimited holdings and integrations, crypto and stocks coverage, and unlimited tax reports for all tax years. Investor adds a tax minimisation algorithm, tax loss harvesting, advanced reports, and an audit report. Trader includes those features plus a trading stock report. This structure gives investors and traders a clear path from reporting to optimization workflows.
Summ is a practical choice for users who need more than basic capital-gains calculations, particularly those with DeFi, NFT, or multi-platform activity. Its reports span supported jurisdictions including the United States, Canada, Australia, India, Japan, New Zealand, Singapore, several European countries, South Africa, and Brazil, with formats such as IRS Form 8949, Schedule D, SA100, SA108, and TurboTax export. However, access is web-based, and tax-report availability varies by jurisdiction. Users seeking a focused, basic workflow may not need its broader optimization and reporting features, while traders needing trading stock reports should choose the Trader plan.
Summ pros and cons
- Where it wins
- Imports exchange, wallet, blockchain, DeFi, and NFT activity
- Adds tax optimization, loss harvesting, and audit reports
- Supports accountant collaboration and multiple tax jurisdictions
- Where it doesn't
- Access is limited to the web platform
- Trading stock reports require the Trader plan
- Tax-report availability varies by jurisdiction
Summ fact sheet, pricing and score →
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