Summ

Summ (formerly Crypto Tax Calculator) is a leading crypto tax software platform founded in 2018 by brothers Shane and Timothy Brunette. Headquartered in Sydney, Australia, Summ serves hundreds of thousands of users worldwide across 26+ countries, providing automated crypto tax reporting, portfolio tracking, and compliance tools for individuals, accountants, and businesses operating in the Web3 ecosystem.

Core Products/Services

Summ's platform automates the full crypto tax workflow: importing transactions from 3,500+ sources (exchanges, wallets, DeFi protocols, NFT marketplaces, blockchains), auto-categorising activity, reconciling discrepancies, and generating compliant tax reports. The platform supports all major asset types including cryptocurrencies, DeFi positions, NFTs, and staking rewards.

Key product tiers include:

• Individual/Personal: Crypto tax reports for retail investors and traders, supporting capital gains, income, expense, and audit reports. Includes portfolio tracking, tax loss harvesting, and a proprietary Least Tax First Out (LTFO) algorithm to minimise tax liability.
• Accountant Portal: A free client management portal enabling accountants and bookkeepers to manage all crypto clients in one place, with guided reconciliation workflows, client-or-accountant payment options, and priority support.
• Enterprise/Business: Tailored for Web3 businesses needing scalable crypto bookkeeping, direct integration with Xero and QuickBooks, smart rules engines, and enhanced portfolio reporting capable of handling millions of transactions.

Key Strengths

• 3,500+ integrations: Supports exchanges, wallets, DeFi protocols, blockchains, and NFT marketplaces via API and CSV import.
• Regulatory compliance: Generates reports aligned with local tax authority guidelines across 26+ countries (ATO, IRS, HMRC, and more). SOC 2 Type 2 certified.
• Official partnerships: Official partner of MetaMask and backed by Coinbase Ventures, with deep integration support for these ecosystems.
• Tax optimisation: Proprietary LTFO algorithm minimises crypto tax liability by optimising disposal lot selection.
• Xero and QuickBooks integration: Direct connection to major accounting platforms for seamless bookkeeping workflows.
• 4.6/5 Trustpilot rating from 722+ verified reviews, with highly rated customer support available 7 days a week.

Notable Clients/Projects

Summ's official exchange and platform partners include eToro, Bybit, OKX, Phantom, Swyftx, Cointree, and Independent Reserve. The platform is used by individual crypto investors, professional accountants handling crypto-active clients, and Web3 businesses including DeFi protocols and NFT platforms.

Why Choose Summ

Summ stands out as one of the most comprehensive and accurate crypto tax platforms in the market, purpose-built for the complexity of Web3 activity including DeFi, NFTs, staking, and multi-chain portfolios. Its combination of broad integration coverage, country-specific compliance, accountant-friendly workflows, and enterprise scalability makes it a trusted solution across the full spectrum of crypto tax needs.