Summ
Sydney, Australia
What it is
Summ is a web service for identifying, organizing, and tracking cryptocurrency activity while preparing tax reports. It combines portfolio value, profit and loss, and tax liability in one place. Reports cover summaries, capital gains, income, expenses, audits, and nine other detailed formats, with tax settings that can be adjusted for local rules. The service lists more than 3,500 integrations across exchanges, DeFi, protocols, and wallets, and accepts custom CSV files when an integration is unavailable. DeFi and NFT activity are supported. Free signup access includes transaction imports, smart suggestions, automatic categorization, portfolio tracking, and DeFi and NFT features; reports and some tools require payment. Plans range from Rookie at $49 a year to Trader at $499 a year, with transaction allowances from 100 to 100,000. Summ supports listed jurisdictions across multiple regions and can invite accountants into the web app.
For and against
For
- More than 3,500 exchange, DeFi, protocol, and wallet integrations
- Supports custom CSV imports
- Tracks portfolio, profit and loss, and tax liability
- Includes DeFi and NFT support
- Accountants can collaborate in the web app
Against
- Free access does not include all reports and tools
- Rookie plan allows 100 transactions
- Paid plans range from 49.00 to $499 yearly
- Some features depend on plan level
The verdict
Summ brings transaction organization, portfolio monitoring, and jurisdiction-specific reporting into one web service. Its usefulness depends on the required plan, transaction volume, integrations, and supported tax rules.
Who it suits
Summ suits cryptocurrency users who need portfolio tracking and tax reporting in a browser. It is relevant to people whose integrations, jurisdiction, transaction volume, and required tax forms match its listed coverage.
Plans and prices
Rookie
100 transactions · portfolio tracking · TurboTax integration
Read 8 Oct 2026 · summ.com
Hobbyist
1,000 transactions · portfolio tracking · TurboTax integration · automated on-chain transactions
Read 8 Oct 2026 · summ.com
Investor
10,000 transactions · tax minimisation algorithm · multiple inventory methods · advanced tax reports
Read 8 Oct 2026 · summ.com
Trader
100,000 transactions · trading stock report · tax minimisation algorithm · multiple inventory methods
Read 8 Oct 2026 · summ.com
On the record
- Accountant collaboration
- Users can invite their accountant to collaborate within the Summ web app.summ.com · read 8 Oct 2026
- Company
- Summ was co-founded by Shane and Tim Brunette in 2018 and is headquartered in Sydney, Australia.summ.com · read 8 Oct 2026
- Credential handling
- Summ says it never asks for wallet private keys and encrypts API keys in transit and at rest.summ.com · read 8 Oct 2026
- CSV imports
- If an integration is not listed, Summ says users can still upload a custom CSV.summ.com · read 8 Oct 2026
- 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.summ.com · read 8 Oct 2026
- Integrations
- Summ lists support for over 3,500 integrations across exchanges, DeFi, protocols, and wallets.summ.com · read 8 Oct 2026
- Portfolio tracking
- The product tracks portfolio, profit and loss, and tax liability in one place.summ.com · read 8 Oct 2026
- Purpose
- Summ helps identify, track, and organize crypto activity and generate tax reports.summ.com · read 8 Oct 2026
- Security
- Summ states it is SOC 2 Type 2 certified and that its application requires read-only access to user data.summ.com · read 8 Oct 2026
- Support
- Pricing lists email and chat support for Rookie, Hobbyist, and Investor, and priority support for Trader.summ.com · read 8 Oct 2026
- Tax minimisation
- Summ says its Least Tax First Out algorithm uses the asset lot with the highest cost basis when a disposal event occurs.summ.com · read 8 Oct 2026
- Tax reports
- Summ can generate summary, capital gains, income, expenses, and audit reports, plus nine other detailed reports.summ.com · read 8 Oct 2026
- Tax settings
- Customisable tax settings let users tailor reports to local tax rules.summ.com · read 8 Oct 2026
- Transaction capacity
- Summ says it supports up to one million transactions and offers custom solutions for high-volume traders.summ.com · read 8 Oct 2026
