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Summ (formerly Crypto Tax Calculator)

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103 reviews

4.4103 reviews
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About Summ (formerly Crypto Tax Calculator)

Data updated
Website
summ.com
Category
Money & Insurance
Location
United States
Status
Unclaimed
Last 12 months
103 reviews
Replies to negative
92% (11/12)
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About this business

Summ (formerly Crypto Tax Calculator). Adding clarity. Subtracting doubt. Accurate, easy-to-use tax software for cryptocurrency, DeFi and NFTs.Supports all CEXs, DEXs, Ethereum, Solana, Arbitrum and many more chains. Streamlines tax rules for staking, airdrops & more. 3,500+ integrations. Backed by Airtree, Coinbase Ventures & 20VC.

Written by the business, not verified by us.

Is Summ (formerly Crypto Tax Calculator) legit?

Summ (formerly Crypto Tax Calculator) (summ.com) has a 4.4 out of 5 rating on OK.one, based on 103 user reviews collected here. It is listed under Money & Insurance and its reputation is good. 86% of reviews are 4 stars or higher and 11% are 1 star; The business has replied to 92% of negative reviews; Reviews mostly discuss Customer service, User experience. Last updated 2026-08-12.

What reviewers say

AI generated

Reviewers overwhelmingly had a great experience with this company. Customers frequently praise the dedicated support staff and the helpful chatbot assistance that make navigating complex tax reports much simpler. Many users highlight how representatives provide quick, personalized guidance to efficiently resolve account questions and technical challenges. People often emphasize that the platform simplifies tedious financial tasks and offers reliable assistance when needed. However, some people mentioned that customer service response times can occasionally be slow during peak tax seasons. Consumers also noted occasional software bugs, alongside difficulties related to manually categorizing transactions and connecting external wallets. Some reviewers felt that troubleshooting these complex import issues required more effort than expected.

Auto-generated from all reviews of this business. For reference only.

What people say

Customer Support

Generally I've found Summ to be an intuitive and comprehesive solution to my crypto tax accounting with knowlegeable support available if required. Gilbert recently took time to fully understand a query of mine. He provided a considered and detailed solution, combining both instruction and useful background information.

Reply from Summ (formerly Crypto Tax Calculator)2026-06-04

Thanks for the thoughtful review! It's great to hear you've found Summ both intuitive and comprehensive for your crypto tax reporting. I'll make sure Gilbert sees your feedback. He always puts a lot of care into understanding each situation and providing clear, detailed guidance. Ben | Support Manager

Absolutely Fantastic Customer Service

Absolutely Fantastic Customer Service, my compliments to Gilbert who helped me all the way, thank you I am based in the UK and I was trying to upload .csv from an exchange in GBP. The Summ platform kept rejecting this because the default currency expected on the .csv from that exchange is USD. I shared the .csv file and the Summ engineering team, updated the Summ platform to allow users to upload .csv files in GBP from the relevant exchange. Excellent work - thank you

Reply from Summ (formerly Crypto Tax Calculator)2026-06-04

Thank you for the detailed review! I'm delighted Gilbert was able to help, and that we could get a solution in place for your GBP CSV import. Feedback like yours helps us improve the platform for everyone, so we're especially pleased we could resolve this for you. Ben | Support Manager

Great tax calculator

Summ is a great and easy to use . Had issues logging in and Karl from customer service was very helpful and resolved issue quickly.

Reply from Summ (formerly Crypto Tax Calculator)2026-06-04

Thanks for the review! I'm glad Karl was able to get your login issue resolved quickly. It's great to hear you've found Summ easy to use, and I'll be sure to pass your feedback on to him. Ben | Support Manager

Gilbert from SUMM was fantastic

Gilbert from SUMM was fantastic - extremely diligent and helpful with timely responses that were professional and articulate. Highly recommend, thank you!

Reply from Summ (formerly Crypto Tax Calculator)2026-06-04

Thanks for the kind words! I'm delighted to hear Gilbert was able to provide such helpful and timely support. I'll be sure to pass on your feedback to him. We really appreciate the recommendation. Ben | Support Manager

The team always tried to help and… GELO was foi fzntastic

The team always tried to help and clarify things for me. GELO was very attentive and friendly.

Reply from Summ (formerly Crypto Tax Calculator)2026-06-04

Thanks for taking the time to leave a review! We're glad our team could help provide clarity along the way, and I'll be sure to pass your kind words on to Gelo. It's great to hear he made the experience a positive one. Ben | Support Manager

Great job helping with discount.

Vivi was great in helping me with my issue. Got my discount even though I had originally paid full price. Thanks!

Reply from Summ (formerly Crypto Tax Calculator)2026-06-04

Thanks for the review! I'm glad Vivi was able to help resolve the issue and get everything sorted for you. I'll be sure to pass on your feedback. We appreciate your support! Ben | Support Manager

company sells a 200k plan

company sells a 200k plan, i have 118k transactions, it breaks get ghosted by customer service and engineers going on 5 days without a fix or solution. Im i literal hostage after 2-3 weeks of fixing transactions. avoid this company BTw I have Priority customer service

Reply from Summ (formerly Crypto Tax Calculator)2026-06-04

I'm sorry to hear about your experience. I understand how frustrating it can be when you're trying to complete your tax reporting and run into issues with a large dataset. Thank you for sharing your feedback. I've passed your comments on to the team so we can review the situation and ensure appropriate follow-up. Ben | Support Manager

First let me say Karl was great

First let me say Karl was great! I was getting pretty frustrated as things were pretty hectic trying to get support this time of year. I was trying to get Karl to do a screen share with me so he could walk me through how to resolve my issues. Karl was able to do something even better and that was to create videos tailored to my problems so I could go over them at my pace. And when I still had questions I was able to create a couple of videos showing him and showed me how to fix them. Initially I was not always able to get back to the chat in a timely manner and the session would be closed out and I would have to start over with a new support staff. Karl was able to keep the chat open over several days until I was able get through almost everything. The things I could fix were from transactions I could not remember. I would still recommend anyone who trades in crypto to keep a spreadsheet of all transactions from all wallets and exchanges with notes on what they were for. It will save your sanity.

Reply from Summ (formerly Crypto Tax Calculator)2026-06-04

Thanks for taking the time to share your experience! I'm glad Karl was able to help get things moving in the right direction. Creating personalised videos to walk through complex issues is exactly the kind of support we strive to provide, and I'll be sure to pass along your kind words. We also appreciate your advice about keeping detailed records of crypto transactions. It can definitely make the process much smoother. Ben | Support Manager

Glen's awesome

Glen assisted me in difficult situation, I had a phone number associated with an email account that is no long mine, Telstra had stripped it from me after 30 years, imagine the hassels that caused. I needed to have Summ reset my account with a new email and phone number. Glen was very pleasent to deal with and completely solved my problem, thanks Glen your appriciated.

Reply from Summ (formerly Crypto Tax Calculator)2026-06-04

Thanks for sharing your experience! That sounds like a frustrating situation, and I'm glad Glenn was able to help get everything updated and working again. I'll be sure to pass on your kind words. We really appreciate you taking the time to leave a review. Ben | Support Manager

Gilbert managed to fix an import issue…

Gilbert managed to fix an import issue into MEXC.

Reply from Summ (formerly Crypto Tax Calculator)2026-06-04

Thanks for the review! I'm glad Gilbert was able to get the MEXC import issue resolved for you. I'll be sure to pass on your feedback to him. Ben | Support Manager

Scam, stay away

This is a giant scam. It does NOT work properly. I have dumped hours upon hours over the span of 1 and a half months into this black hole and my crypto taxes are unresolved as ever. There are an innumerable number of faults with the software, that are unfixable because only support knows why they made it the way it is. Why is staking treated as a capital gain on the whole staked amount? imagine you deposit $1000 into a vault, and that tax year your capital gains went up by $1000? Why can't you categorize a transaction with "staking" in the name as staking? There are thousands of these. Why is swapping USDC for USDC.E and WETH for ETH taxable on the WHOLE AMOUNT? The report says I owe a certain amount, but when I click into the list of txs that make up the amount (like income), the txs do not add up to the amount. It also says I had X amount of certain coins at the end of the tax year WHEN I DID NOT. Quite honestly, jail for whoever built this.

Reply from Summ (formerly Crypto Tax Calculator)2026-06-04

Thank you for sharing your feedback. I'm sorry to hear about your experience and the frustration you've encountered while trying to complete your tax reporting. We understand how challenging complex crypto transaction histories can be, and it's clear we didn't meet your expectations here. We'd like to take a closer look at the issues you've raised and review your account in more detail. Ben | Support Manager

Information was not correct

Information was not correct. My tax expert refused to file using anything from SUMM!! Asked for a refund since it didn't provide accurate information, I and was denied a refund. I feel like I got scammed! $250 is a lot of money! I don't recommend SUMM at all!

Reply from Summ (formerly Crypto Tax Calculator)2026-04-16

Hi Kristina, I'm Lachy, Head of Product @ Summ. I'm sorry our reports didn't meet the standard your tax professional needed — that's not the experience you should have had, especially at this time of year. I've reached out to you directly via email because I'd like to get on a call, look at your account together, and try to get this sorted. We want to make this right. Lachy — Head of Product @ Summ

What's annoying about this company

What's annoying about this company is, it will add nightmarish situation to you by actually making your situation even more worse. This is sounding more like a scam to me now, with the F bot and agents with no real intention or idea on how to solve a user problem in a timely manner. I have requested a refund and will dispute the charge with my bank. Stay away from this mess. And mesg to the boot or pertain writing a reply. How better engineers who will help solve issues. People will get frustrated soon n will end up going for a class action

Reply from Summ (formerly Crypto Tax Calculator)2026-04-16

Hi Kks, I'm Lachy, Head of Product at Summ. I'm sorry you had this experience — coming to us for help and feeling like your situation got worse is the opposite of what we want. We're unable to locate your support conversation and have been trying to reach you via TrustPilot to understand what happened with your account so we can make this right, but haven't heard back yet. If you're open to it, I'd genuinely like to connect and look into this with you personally. Please reach out to [email protected] to get in touch. Lachy — Head of Product, Summ

Jena was fantastic – sorted my CSV issues quickly

Jenna from Crypto Tax Calculator was brilliant. I was having real trouble getting my CSVs to upload properly, and she jumped on it straight away, found the exact problems, and gave me clear fixes that worked immediately. Super responsive, really helpful, and made what could’ve been a frustrating process completely painless. Highly recommend reaching out to her if you run into any issues.

I rarely give reviews

I rarely give reviews, but these guys deserve it. Can't say enough about this company. I've used other services in years prior to 2025, this was by far the easiest to use. Communication is paramount, and these guys answer the call. My 2026 taxes were done, and I wasn't planning on doing much trading, but I forgot that I authorized automatic billing. So I sent an email, on a Saturday no less, I wasn't expecting a response until Monday at the earliest, shocked that I got one a few hours later, emailed Alvin my receipt and by Tuesday I got a full refund. I will resume trading eventually, I don't need to research which crypto tax service is "Best" anymore, Summ checks all the boxes. Thank you to Ben & Alvin and the Summ team!