CryptoTaxCalculator
Summ (formerly CryptoTaxCalculator) is an Australian software company providing automated cryptocurrency tax calculation and reporting, importing transactions from 3,500+ exchanges, wallets, and DeFi protocols to generate IRS-compliant reports for individual traders, accountants, and crypto-holding businesses globally.
- Company typePrivate
- Founded2021
- HeadquartersSurry Hills, Australia
- Headcount11–50
- GTM typeB2C
- OfferingSoftware
What CryptoTaxCalculator does
CryptoTaxCalculator (now operating as Summ) is an Australian-headquartered software company that provides automated cryptocurrency tax calculation and reporting for individual crypto traders, tax accountants, and crypto-holding businesses. The platform imports transactions from over 3,500 exchanges, wallets, blockchains, and DeFi protocols, applies cost-basis and categorization logic across the user's full crypto footprint, and produces IRS-compliant outputs including Form 8949, Form 1040 schedules, TurboTax-compatible exports, and Form 1099-DA reconciliations. It also covers 300k+ cryptocurrencies with historical pricing including micro-cap tokens, and supports tax years back to 2013 across 197+ countries.
The core technology stack combines multi-source transaction ingestion (read APIs and CSV/file uploads from exchanges and self-custody wallets) with a proprietary "Least Tax First Out" algorithm that selects the highest cost-basis lot on disposals to minimize realized tax. The product surface includes the main consumer platform, a Tax Loss Harvest module, a Portfolio Tracker, a dedicated Accountant Suite with client collaboration, and an Enterprise tier for businesses with bulk reporting and multi-user access. The platform holds SOC 2 Type 2 compliance and carries a 4.6-star TrustPilot rating.
The company runs a product-led growth model with a free tier for transaction import and portfolio tracking, converting users to annual subscriptions (entry, mid, and premium at approximately $999/year) for tax report generation and advanced features. Distribution relies on SEO/content marketing, integration partnerships with TurboTax and H&R Block, and direct exchange/wallet partnerships (Coinbase, Binance, eToro, Bitstamp, OKX, MetaMask, Phantom, Coinjar). The company was founded between 2018 and 2021 (sources conflict), raised a ~$2.9M seed round in March 2022 led by Airtree Ventures with Coinbase Ventures participation, and rebranded to Summ in 2025.
CryptoTaxCalculator firmographics
Firmographics- Name
- CryptoTaxCalculator
- Legal name
- Summ
- Website
- https://cryptotaxcalculator.io
- Company type
- Private
- Founded year
- 2021
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Summ (formerly CryptoTaxCalculator) is an Australian software company providing automated cryptocurrency tax calculation and reporting, importing transactions from 3,500+ exchanges, wallets, and DeFi protocols to generate IRS-compliant reports for individual traders, accountants, and crypto-holding businesses globally.
- Ownership category
- akta.pro rank
CryptoTaxCalculator industry classification
Industry- Product category
- Cryptocurrency Tax Software
- NAICS
- Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)
- SIC
- Finance Services (6199)
- akta.pro primary industry
- Settlement, Reconciliation & Merchant Treasury Tools (Crypto) (FSADAIAK)
- akta.pro secondary industry
- Cross-Border FX, Multi-Currency & Treasury for Payments (FSAGABAK)
Keywords
Where CryptoTaxCalculator is headquartered
LocationHeadquarters
- HQ city
- Surry Hills
- HQ country
- Australia
- HQ region
- Oceania
Markets served
CryptoTaxCalculator business model
Business model- GTM type
- B2C
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations
Revenue model
- Subscription Revenue: Annual subscription model covering all previous tax years. Users can calculate crypto taxes as far back as 2013 with an annual subscription. Free tier available for transaction import and portfolio tracking, with paid plans unlocking tax reports and tax loss harvesting tools.
- Professional Services: Accountant suite for tax professionals with collaboration features and bulk client management capabilities.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Entry-level annual plan |
| Subscription | Annual | Mid-tier annual plan |
| Subscription | Annual | Premium annual plan |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels5 records
CryptoTaxCalculator product offering
Product offeringCore offering
CryptoTaxCalculator (now branded as Summ) provides automated cryptocurrency tax calculation and reporting software. The platform imports user transactions from exchanges, wallets, and DeFi protocols, reconciles them across 3,500+ integrations, applies cost basis methods, and generates jurisdiction-specific tax reports including U.S. IRS Form 8949, Schedule D, Form 1040, and Form 1099-DA.
Product overview
Summ (formerly Crypto Tax Calculator) is a unified cryptocurrency tax reporting platform offering automated transaction reconciliation across 3,500+ exchanges, wallets, and DeFi protocols. The core platform generates IRS-compliant tax reports including Form 8949, Form 1040, TurboTax exports, and Form 1099-DA reconciliation. The portfolio tracker and tax loss harvest tool are integrated modules within the same product, while separate tiers serve accountants (Accountant Suite) and businesses (Enterprise). The product supports all crypto activity types including NFTs, DeFi, staking, mining, and airdrops across 197+ countries.
Differentiator
Problem solved
Functional benefit
Products and services
- Summ (CryptoTaxCalculator) Platform Self-serve cryptocurrency tax software that imports transactions from 3,500+ exchanges, wallets, and DeFi protocols, calculates cost basis using selectable methods, and generates jurisdiction-specific tax forms for individual crypto investors and traders.
- Accountant Suite Distinct tier of the Summ platform designed for tax accountants, CPAs, and bookkeepers managing multiple crypto-owning clients, offering multi-client dashboards, collaboration features, and bulk import capabilities.
- Enterprise Solution Distinct tier of the Summ platform for crypto funds, DAOs, exchanges, and Web3 companies requiring high-volume transaction ingestion, API access, entity-level reporting, and audit-ready workpapers for treasury and payroll crypto flows.
Quantifiable outcome
- Covers 3,500+ exchanges, wallets, and DeFi protocols
- +3 more outcomes
Companies that use CryptoTaxCalculator
Customer profileNamed customers3 records
Segments3 records
Ideal customer profiles3 records
CryptoTaxCalculator technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration10 records
AI capability1 record
Feature6 records
CryptoTaxCalculator partnerships and signals
Strategic signalPartnerships
Ten partnerships are on record, tiered core and major.
- TurboTaxcoreOfficial integration partner allowing Summ users to export tax reports directly into TurboTax for seamless federal tax filing. The partnership is marketed prominently on the homepage with TurboTax logo displayed.
- H&R BlockcoreOfficial H&R Block partner for cryptocurrency tax reporting. The partnership is displayed on the homepage as an official partner, helping H&R Block accountants handle client crypto tax reporting.
- CoinbasemajorExchange integration partner enabling automatic transaction import from Coinbase accounts. Featured on the integrations page and homepage as an official partner.
- BinancemajorExchange integration partner for Binance transaction import. Listed as an official partner on the homepage and integrations page.
- eToromajorExchange integration partner enabling transaction import from eToro trading accounts. Listed as an official partner.
- BitstampmajorExchange integration partner for Bitstamp transaction import. Featured on the official partners section.
- OKXmajorExchange integration partner for OKX transaction import. Listed as an official partner.
- MetaMaskmajorWallet integration partner enabling self-custody wallet transaction tracking. Listed as an official partner on the homepage.
- PhantommajorWallet integration partner for Solana wallet transaction tracking. Listed as an official partner on the homepage.
- CoinjarmajorExchange integration partner for Coinjar transaction import. Listed as an official partner on the homepage.
Scale indicators5 records
Recent moves6 records
Expansion highlights6 records
CryptoTaxCalculator competitors and assessment
Company assessmentBroad incumbents
- H&R Block: Major US tax-preparation retailer and Summ's official partner. Represents both a distribution channel and a long-term competitive risk if it expands native crypto tax capabilities for assisted filers.
- Intuit TurboTax: Dominant US consumer tax-preparation platform and Summ's official integration partner. As an incumbent, it could insource crypto reporting features and compete with Summ directly while currently serving as its distribution channel.
Direct peers
- TaxBit: Enterprise-grade crypto tax and accounting information service powering exchange-issued tax forms (including 1099-DA workflows) — overlaps with Summ on the upstream information layer and enterprise compliance.
- CoinLedger: CryptoTrader.Tax-rebranded platform offering automated crypto tax reports, TurboTax integration, and accountant tools. Competes head-to-head with Summ on US consumer and accountant segments.
- TokenTax: Crypto tax software combined with a full-service CPA firm; targets both DIY users via software and full-service filers via professional preparation — directly overlapping Summ's accountant/enterprise tiers.
- Koinly: Crypto tax calculator with comparable multi-country support, exchange/wallet integrations, and accountant features. Strong international presence and frequently cited alongside Summ as a top alternative.
- CoinTracker: Leading US-focused crypto tax and portfolio tracking platform with similar exchange/wallet integrations, TurboTax-style exports, and a freemium consumer + accountant GTM. Most direct competitor to Summ/CryptoTaxCalculator in the US market.
- Bitcoin.tax: One of the longest-running crypto tax calculators with broad exchange/DeFi support and form outputs. Older, narrower competitor that overlaps Summ on core tax-reporting functionality.
- ZenLedger: Crypto tax and accounting platform with DeFi/NFT support, similar IRS-form output, and an accountant-oriented offering. Overlapping product surface area with Summ's Accountant Suite.
- Blockpit: Austria-based crypto tax and portfolio tracking platform (formed via Accointing merger) with strong EU/Asia presence. Closest comparable to Summ on multi-jurisdiction coverage and DeFi/NFT support.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
CryptoTaxCalculator social profiles
Digital presenceCryptoTaxCalculator compliance and trust
Trust signalCompliance1 record
CryptoTaxCalculator financial estimates
Financial estimateRevenue estimate
Valuation estimate
CryptoTaxCalculator leadership team
Management profileNumber of profiles
Profiles1 record
CryptoTaxCalculator funding detail
Funding detailFunding overview
Funding rounds1 record
Investors6 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CryptoTaxCalculator M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about CryptoTaxCalculator
What does CryptoTaxCalculator do?
CryptoTaxCalculator (now branded as Summ) provides automated cryptocurrency tax calculation and reporting software. The platform imports user transactions from exchanges, wallets, and DeFi protocols, reconciles them across 3,500+ integrations, applies cost basis methods, and generates jurisdiction-specific tax reports including U.S. IRS Form 8949, Schedule D, Form 1040, and Form 1099-DA.
Is CryptoTaxCalculator a public or private company?
CryptoTaxCalculator is a private company. It is classified as venture growth investor backed and is currently operating.
When was CryptoTaxCalculator founded?
CryptoTaxCalculator was founded in 2021. It employs 11 to 50 people.
Where is CryptoTaxCalculator based?
CryptoTaxCalculator is headquartered in Surry Hills, Australia, in the Oceania region.
How does CryptoTaxCalculator make money?
Two revenue lines are on record. Subscription Revenue is the primary driver. The others are professional Services.
Who are CryptoTaxCalculator's main competitors?
Broad incumbents on record are H&R Block and Intuit TurboTax. Direct peers are TaxBit, CoinLedger, TokenTax, Koinly, CoinTracker, Bitcoin.tax, ZenLedger and Blockpit.
Does CryptoTaxCalculator have an API?
No public API is recorded for CryptoTaxCalculator.
What industry is CryptoTaxCalculator in?
CryptoTaxCalculator's product category is Cryptocurrency Tax Software. Its primary akta.pro industry code is FSADAIAK, Settlement, Reconciliation & Merchant Treasury Tools (Crypto), with a secondary code of FSAGABAK, Cross-Border FX, Multi-Currency & Treasury for Payments. Its NAICS code is 54121 and its SIC code is 6199.