summ review
Updated October 12, 2026 · HodlCue Editorial Team
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Our verdict
For active crypto holders juggling wallets and exchanges, Summ offers tax software for cryptocurrency, DeFi and NFTs with portfolio tracking in one place. It pairs automated imports and audit style reports with tools for bulk review and local rule customisation.
Key facts
Facts checked September 26, 2026, 1 source
Apps and profiles
- Get the app
- App Store
Pros and cons
Pros
- Links wallets and exchanges for unified tracking across holdings and activity
- Supports DeFi, NFTs and exchange activity with broad network coverage
- Gives transaction level breakdowns plus bulk tools with keyboard shortcuts
- Offers local rule customisation with accountant endorsed reporting format
Cons
- High volume users still need manual checks alongside automation
- Works around read only links so actions stay in original wallets
Who it suits
- Holders with assets spread across many wallets and exchanges
- People handling DeFi activity and NFT disposals each year
- Users who want accountant ready reports and clear workings
Who should look elsewhere
- People who want fully hands off filing without any review
How summ compares
Frequently asked questions
What does Summ track and report on?+
Summ covers cryptocurrency holdings across exchanges and wallets, including DeFi activity and NFTs. It brings portfolio tracking, profit and loss insight and tax liability into one view. It also prices a very large set of currencies on import, including smaller micro cap coins.
How does Summ import transactions?+
You connect wallets and exchanges through read only access and bring transactions in with a guided click led flow. The system then groups activity and follows an automated workflow toward a finished report. You can review bulk items efficiently with an interface built for keyboard shortcuts.
Can Summ match local tax guidelines?+
Customisable tax settings let you shape the report around guidelines that apply where you file. The workflow stays fully automated from import to final output. Reports are accountant endorsed and aim to give a clear audit trail for review.
How does Summ explain tax calculations?+
Summ shows an exact breakdown for how each transaction is calculated. It groups moves clearly and highlights possible savings within the same view. Its lot selection method chooses higher cost lots at disposal events to reduce taxable gains.
Sources
- securities.io/best-crypto-tax-tools checked September 26, 2026
Backs: Tool type
“Summ has emerged as a powerful platform for simplifying crypto tax reporting and portfolio tracking”
Compiled from 1 source page, checked October 13, 2026. We did not open an account.
Not confirmed yet: Price from, Free plan, Integrations.