Summ Reviews

Summary: 10/10
Wonderful customer service who are very responsive and fast to action any troubleshooting. Would use service again.

Positive: Did a fantastic job when we needed it to. Easy to use and navigate, and gives accurate readings. Will use again in the future.

Negative: Nothing to not like. Seems a reasonable cost if you need it.

Summary: As previously listed, once setup, I'm sure you will appreciate the ease of use going forward, in particular when Tax Time arrives.

Positive: The setup and importing of several accounts, SMSF and Personal was simple and straightforward. Ai assisted when required.

Negative: The platform is excellent. I have used the service of another provider and I found the detail within SUMM platform is fantastic, user-friendly, and simple to balance.

Summary: Easy to use, great online help. Summ has made my tax reports so much simpler. I find it brilliant for working out my capital gains.

Positive: The bot (online help) was great and answered my question. I wasn't quite sure of the right allocation, and this confirmed it for me. Most helpful

Negative: Nothing, my question was answered correctly the first time.

Summary: Excellent product and service - even late at night I get a fast response. The latest reports generate fast and provide a total overall picture of my portfolio. The accountants report is easy to generate and send off as well. Couldn’t be more happy with every aspect of my time using this app

Positive: I’ve been with these guys for many years and am amazed at their ability, dedication and commitment to help. Every interaction I’ve had with them has resulted in fast and professional responses. An excellent product- even the ATO respect it. Thanks for the help guys.

Negative: I’m usually quite picky but can’t find anything that I don’t like.

Summary: SUMM is an excellent platform. I recommend SUMM to all who work with Cryptocurrency. Clarity is key; and this is what SUMM provides.

Positive: The team at SUMM are outstanding. Their response time is wonderful; whenever I have a question for the Support section, SUMM'S help is prompt and always very polite. SUMM is a necessity when you work with Crypto, as it provides clear information regarding CGT. THANK YOU to SUMM for creating such a wonderful product :)

Negative: Honestly, I can't find any Cons with this platform. The team are consistently working on the product, to give Users the best, up-to-date experience possible.

Summary: I've been using Summ to manage and analyse a large cryptocurrency transaction history, and it has saved me a huge amount of time. The platform handles complex transaction data well, provides clear tax reporting, and supports a wide range of exchanges and wallets. The interface is intuitive, and importing data is straightforward. Customer support has also been responsive when needed. Overall, Summ is a reliable and efficient solution for anyone dealing with crypto tax and portfolio tracking.

Positive: The product covers exchange trading and DeFi transactions. Should handle upcoming difficult calculations and overlapping Australian Government CGT changes if they pass legislation.

Negative: Occasionally, I've had duplicate or missing transactions; this is most likely due to 3rd party APIs and not Summ itself.

Summary: Very good service will defiantly use again. I would recommend Crypto Tax Calculator report for filing a tax statement with the ATO

Positive: Ease of use, accuracy of report produced, helpful support. Crypto tax calculator did everything that was required for the ATO.

Negative: No complaints.

Summary: Excellent overall experience. Provided the exact tax services I was after with a clean UI. Would recommend to anyone actively trading.

Positive: Good customer support. They responded quickly and provided actionable solutions which met my needs.
Useful tax outputs which were relatively easy to interpret.
Nice UI

Negative: Nothing stands out. I think slightly more specific tax guidance relevant to my country's system would be helpful.

Summary: If ever I go back to crypto trading, or if staking rewards are allowed in Australia again - which produces lots of transactions - then I will require assistance again and will definitely subscribe to Crypto Tax Calculator again.

Awesome product!

Positive: The experience was great. Application was so easy to use. Reports were great, which helped my accountant a lot.

Negative: Nothing that I did not like.

From the start, it was already easy to use and there wasn't anything that I found to be negative about the product.

Summary: Really happy with the service overall and how the software is user friendly. Not much to it. If you can read, you can get far in life.

Positive: Super easy to use and import data. Can even go back a few years if required and get tax statements from previous FY's.

Negative: I've stopped trading crypto and thus don't require the use of this service. This isn't a con at all, just me sharing an experience - I got charged for another subscription and did a live chat with the AI bot online. Subscription was refunded within a day. Thanks for being streamlined!

Summary: Excellent.

Nothing has ever gone wrong for me with this tool.
It's done exactly as I've wanted it to as a crypto trading hobbyist.
If I scaled up my business endeavours to professional trading, I would still use this tool. It's that reliable.
I'd just need to upgrade my yearly subscription and it would be "plug and play" so to speak.

Positive: Everything feels modular and interconnected.
There is a high-quality customer support bot and human assistance where it's needed.
The calculations are accurate and the tool corrects errors that I had no clue about.
I completely trust this tool because it's earned it, through good results and quality, especially for the price.
This tool has a massive range of support and integrates well with other tools like TurboTax!

Negative: I noticed that one article, specifically about importing into TurboTax, was not kept up-to-date and so I had to figure out a big problem myself when the article could've took hours off of my workload.

I found the same with overly optimistic sync time estimates.
The tool read that sync could take as long as 5 minutes.

It took probably about an hour or longer for a few accounts, presumably because the service is very busy during the end of tax season.

I spent a long time troubleshooting but if I knew that it would just take more time, that would have cut down a lot of my workload.
But, because of the excessively optimistic time estimate, I thought there was a bug and wasted twice or three times the amount being stumped and getting frustrated on what's going wrong.

Summary: Overall Summ is a good product with many great features that will help anyone make sense of their crypto every year.

Positive: Summ is easy and intuitive to use. It is easy to important all transactions from multiple platforms for analysis. It includes convenient summary pages and breakdown of complicated crypto categories into a simple format.

Negative: Summ didn’t send an email to remind me of my upcoming annual payment, but the automated message system helped to address my concern.

Summary: Overall, this is a complex environment with some many exchanges and wallets to deal with. I am satisfied with SUMM. Always prompt support

Positive: Very quick response and came up with the solution. Gilbert worked through the files I uploaded and advised to remove two columns, UID and MEMO.

Negative: It looks like SUMM had not updated their rules to accept MEXC downloads of withdraw transactions. Got there in the end

Summary: Overall i'm back for my second year, and hopefully my third year next year. I hope they offer a promo code or something.

Positive: Nice website, lots of options and advanced features, high transaction count for paid accounts. Supports all the wallets.

Negative: Support is good but slow to respond, this is mainly for advanced users who have hours to spend correcting transactions, unless you didn't do many transaction in your tax year.

Summary: I was impressed with the responsive customer service of CryptoTaxCalculator, at least I found it much faster and helpful than that of Coinbase at their start (though different level of service).

Positive: Easy to understand and navigate through the pages and data,
flexible to monitor and correct any transaction discrepancy,
above all, responsive team to all my inquiries.

Negative: Will provide more constructive feedback as soon as I file my first crypto tax report at CRA.
Thank you to the team at CryptoTaxCalculator.