Crypto Accounting & Tax Software

Summ is a fully automated crypto accounting and tax compliance software platform serving individual investors, accounting professionals, and Web3 businesses. It connects to 3,500+ sources — including exchanges (Coinbase, Bybit, Binance, Kraken, OKX, eToro, Swyftx), self-custody wallets (MetaMask, Phantom, Ledger), DeFi protocols, NFT marketplaces, and blockchains — to centralise and automate the full crypto accounting workflow from transaction import to audit-ready reporting.

Enterprise & Business Solution

Summ's enterprise platform is purpose-built for Web3 companies, DAOs, exchanges, and blockchain-native businesses requiring robust, automated accounting of large volumes of on-chain activity. Key capabilities include:

• High-volume transaction handling: Processes millions of transactions per account, with custom solutions for portfolios above 200,000 transactions.
• Smart rules engine: Automated labelling and categorisation rules configurable to match the business's chart of accounts and accounting policies.
• Xero and QuickBooks direct integration: Rules-based engine synchronises crypto activity directly with the company's accounting records, eliminating manual data entry.
• Automated reconciliation: Full end-to-end workflow from transaction import to reconciled, audit-ready records.
• Cost basis and portfolio reporting: Business-level reporting on crypto treasury positions, unrealised gains/losses, and cost basis.
• SOC 2 Type 2 certified: Enterprise-grade security, single sign-on, and data protection.
• Official Coinbase and MetaMask partnership: Best-in-class support for Coinbase Prime, Coinbase Exchange, and MetaMask institutional wallets.

Accountant & Bookkeeper Portal

A dedicated B2B SaaS dashboard enabling accounting professionals to manage all crypto-active clients from a single platform. The portal is free for accountants and includes:

• Unlimited client onboarding with guided reconciliation that prioritises discrepancies by financial impact.
• Multi-jurisdiction tax report generation compliant with 26+ country frameworks (ATO, IRS, HMRC, and more).
• Client collaboration tools allowing clients to enter their own data for accountant review.
• Direct export to Xero and QuickBooks, eliminating manual data entry into client chart of accounts.

Individual Tax Platform

For retail investors and traders, Summ automates crypto tax calculation with a proprietary Least Tax First Out (LTFO) cost basis algorithm, tax loss harvesting tools, and generation of capital gains, income, expenses, and audit reports. Supports direct filing via myGov (Australia), TurboTax, and H&R Block (US), with multi-year coverage under a single annual subscription.