Summ (formerly Crypto Tax Calculator) Review 2026

Summ is the new face and name of a well-known crypto tax software, formerly known as Crypto Tax Calculator. In October 2025, the team officially rebranded in order to position the company for a broader future roadmap.

We’ve decided to look deeper into the newly launched platform and review its offerings to provide you with all the crucial information you might need before choosing to use its services.

Summ Overview

The platform originally launched in 2018, starting as a relatively simple calculator and over the years growing into a full-blown on-chain tax engine which spans centralized exchanges, self-custodial wallets, DeFi, NFTs, lending, staking and derivatives.

Even with the recent rebranding into Summ, the core mission of the company has not changed, as it continues to help crypto investors around the world with accurate and audit-ready tax reports.

The company now supports customers in well over 180 countries, partners with major industry names like Coinbase and MetaMask, and emphasizes its role as a serious, regulation-minded player rather than a “side project” tracker.

Features & Integrations

Summ’s biggest selling point is its integrations catalogue. The official integrations page lists more than 3,500 integrations, including major centralized exchanges like Binance and Coinbase, to hardware and software wallets, DeFi protocols like Aave and Uniswap, as well as Layer-1 and Layer-2 blockchains and DEXs.

The focus on DeFi is what makes the platform stand out from its competitors, so we’d recommend it to investors who are more heavily into DeFi and NFTs, especially since the CTC 2.0 update made improvements to on-chain parsing, cost-basis reconciliation and the ability to handle high-volume DeFi users more efficiently.

When it comes to the main feature of the platform, it offers a robust reporting engine that gives users a higher degree of power than most of its competitors.

Through Summ, you can choose between FIFO, LIFO or other different, country-specific methods where applicable, and then generate capital gains, income and transaction-level audit trails.

The platform then allows you to export country-specific reports for supported jurisdictions, like the IRS-style capital gains report in the US, for example, and more importantly, it also gives you the ability to manually edit or re-classify transactions where the automatic categorization isn’t perfect.

This is something that makes Summ stand out and what its users on customer testimonial sites praise the most, but it also raises the learning curve, as it's potentially not a feature best suited to beginners.

Overall, however, this is a very transparent, audit-friendly system.

Plans & Pricing

Summ provides solutions for personal use, as well as for accountants or businesses. The pricing structure is split into four different tiers:

Rookie is the cheapest plan available, costing $49/year, and is suitable for buy-and-hold users, as it covers up to 100 transactions. It also comes with portfolio tracking and unlimited HMRC tax reports.

Hobbyist costs $99/year and raises the limit to 1,000 transactions, while also adding the ability to track automated on-chain transactions and smart contract transactions. 

Investor is the name of the third tier, costing $249/year, and is aimed at active traders and DeFi users, raising the limit to 10,000 transactions and unlocking all the available features that Summ offers, including advanced tax reports, tax loss harvesting, audit report, as well as giving you access to the platform’s tax minimisation algorithm.

The last tier is called trader and it costs either $499/year for an account with up to 100,000 transactions, or $999 if you need an account that covers up to 200,000 transactions. The Trader plan also comes with all the available features, while also including priority access to customer support.

All of the available plans provide you access to the full list of integrations available through Summ, and can be tested with a free demo version.

For the most active traders out there, for whom even an account with 200,000 transactions is not enough, you can contact Summ to negotiate a personalized plan, as the company claims that it can process up to 1 million transactions.

Supported Countries & Tax Forms

Summ is well-known for its extremely wide coverage, now spanning more than 180 countries across the globe. It is, however, giving specific attention to four regions, the United States, the United Kingdom, Australia & New Zealand and both Canada and EU markets.

This is shown by the platform providing numerous guides on IRS crypto rules, for example, as well as other US-specific subjects and capital gains and income reports.

For other jurisdictions, Summ will usually generate generic capital-gains and income summaries that can then be adapted by your local tax professional, which is a standard practice among crypto tax tools on the market today.

User Experience & Customer Satisfaction

The new redesign of the company’s website makes all the crucial information clearly accessible and visible from the get go, and the user dashboard features a ton of data, including detailed tables, filters, reconciliation tools and transaction-level tagging options. 

From a casual investor point of view, this may all seem a bit overwhelming at first, but the platform features a neatly designed help center where you can find detailed guides explaining all of the important functions and tools and how to use them properly.

This is also where Summ stands out from a lot of similar companies, as it continues to push a lot of frequently updated and in-depth educational content.

The platform also allows you to import data via API, CSV or direct blockchain reads, and there is a free portfolio tracking and report preview as well.

The main downside here is the fact that Summ is built primarily as a web platform, and it doesn’t have a native mobile app, so if you’re one of those investors who prefers to manage your portfolio from a phone, you might want to look elsewhere.

When it comes to user satisfaction, Summ has a great reputation, holding a strong 4.6/5 rating on Trustpilot, with the majority of recent users praising the ease of use, the quality of the customer service team and the effectiveness of the software.

Security, Privacy & Data Control

Another big advantage of Summ lies in the quality it provides to its users in terms of security and privacy. The platform features SOC 2 Type I certification, and comes with features like read-only access only and encrypted credentials.

All payments run through Stripe, which is PCI Level 1 certified.

Summ also features strong data-privacy controls, allowing you to delete any imported data or your wallets/exchanges at any time, and is committed not to sell user data to third parties.

Final Verdict

Summ, the newly rebranded face of CryptoTaxCalculator, enters a new phase of its history as one of the strongest crypto tax platforms, especially for advanced users.

With its long track record, amazing security features and a huge number of integrations, it can serve your needs and save you some headache when the tax season approaches.

As always, Summ is a tax software tool, not a tax advisor. The numbers it produces are only as good as your inputs and your interpretation, so you should still run final filings past a qualified professional, especially if your on-chain footprint is large or you’re dealing with a high-stakes audit.