5/5 Customer Service - Excellent Support from Glenn!
I was originally referred to Summ (then CTC) by BTB, and the tax reports are excellent. As a tax accountant, this is hands down the best tool I have found for handling clients with thousands of transactions. It saves a massive amount of time, and the customer service matches the software quality. Recently, in my own account, Glenn from the support team actually went through my historical data and tracked down a root issue about my cost basis from 5 years ago to get everything squared away. 5/5 customer service. I highly recommend this platform to both peers and clients.