Summ

Name: Summ
Price: 49 USD

Web · paid plans from $4.08/mo

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Freedom report

No signalScore 5.2

Free tierNo free tier on record
Open codeNo open-source code on record
Runs widely1 of 6 device platforms
DocumentedThinly documented

Summ is ranked #16 of 21 in crypto tax software on Freedom251. It runs on Web. A free trial is offered. Paid plans start at $4.08/mo.

Summ plans and pricing

All plans

Rookie $49/yr Annual subscription 100 transactions · portfolio tracking · TurboTax integration summ.com · 8 Oct 2026

Hobbyist $99/yr Annual subscription 1,000 transactions · portfolio tracking · TurboTax integration · automated on-chain transactions · smart contract transactions summ.com · 8 Oct 2026

Investor $249/yr Annual subscription 10,000 transactions · tax minimisation algorithm · multiple inventory methods · advanced tax reports · tax loss harvesting · audit report summ.com · 8 Oct 2026

Trader $499/yr Annual subscription 100,000 transactions · trading stock report · tax minimisation algorithm · multiple inventory methods · advanced tax reports · tax loss harvesting · audit report summ.com · 8 Oct 2026

Compared on crypto tax software

Free plan: Yes
Transaction limit: 100 transactions
Supported jurisdictions: United States, Canada, Australia, India, Japan, New Zealand, Singapore, Austria, Belgium, Germany, Finland, France, Greece, Ireland, Italy, Netherlands, Norway, Portugal, Spain, Sweden, Switzerland, United Kingdom, South Africa, Brazil
DeFi support: Yes
NFT support: Yes
Tax form formats: IRS Form 8949, Form 8949 (Consolidated), Schedule D (Form 1040), Schedule 1 (Form 1040), SA100, SA108, TurboTax export

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The record

Purpose: Summ helps identify, track, and organize crypto activity and generate tax reports.
Tax reports: Summ can generate summary, capital gains, income, expenses, and audit reports, plus nine other detailed reports.
Tax settings: Customisable tax settings let users tailor reports to local tax rules.
Tax minimisation: Summ says its Least Tax First Out algorithm uses the asset lot with the highest cost basis when a disposal event occurs.
Portfolio tracking: The product tracks portfolio, profit and loss, and tax liability in one place.
Integrations: Summ lists support for over 3,500 integrations across exchanges, DeFi, protocols, and wallets.
CSV imports: If an integration is not listed, Summ says users can still upload a custom CSV.
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.
Transaction capacity: Summ says it supports up to one million transactions and offers custom solutions for high-volume traders.
Security: Summ states it is SOC 2 Type 2 certified and that its application requires read-only access to user data.
Credential handling: Summ says it never asks for wallet private keys and encrypts API keys in transit and at rest.
Support: Pricing lists email and chat support for Rookie, Hobbyist, and Investor, and priority support for Trader.
Accountant collaboration: Users can invite their accountant to collaborate within the Summ web app.
Company: Summ was co-founded by Shane and Tim Brunette in 2018 and is headquartered in Sydney, Australia.
Price from: $4.08/mo

Where it ranks on Freedom251

Best Crypto Tax Software in 2026#16 of 21

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Sources

summ.com/jp/about· checked 8 Oct 2026
summ.com/jp· checked 8 Oct 2026
summ.com/jp/integrations· checked 8 Oct 2026
summ.com/jp/pricing/personal· checked 8 Oct 2026
summ.com/ch/security· checked 8 Oct 2026
summ.com· checked 28 Sept 2026