Summ Review: Crypto Tax Calculator Features and Pricing
Short answer
Summ, formerly Crypto Tax Calculator, sells an annual subscription that covers every tax year back to 2013, with the transaction limit counted across all years. Rookie is $49 for 100 transactions, Hobbyist $99 for 1,000, Investor $249 for 10,000 and Trader $499 for 100,000. A free account lets you import and review data. Plans renew yearly; cancelling keeps access until the period ends.
This page is general information, not tax advice. Check your situation with a qualified tax professional. This review is based on Summ’s published features and pricing; we haven’t tested the product.
Last checked 28 Oct 2026 · Sources: summ.com US pricing, Summ’s subscription model article and Summ’s cancellation policy. Prices in USD for US users.
Plans
| Plan | Price (per year) | Transactions (all years combined) |
|---|---|---|
| Free account | USD 0 | Import and review; sample reports |
| Rookie | USD 49 | 100 |
| Hobbyist | USD 99 | 1,000 |
| Investor | USD 249 | 10,000 |
| Trader | USD 499 | 100,000 |
Above Trader, Summ’s US page offers custom solutions for volumes from about 500,000 up to 1,000,000 transactions.
Features by plan
- Smart contract transactions: Hobbyist and above.
- Tax-loss harvesting and advanced reports: Investor and Trader.
- All plans: coverage of every tax year back to 2013, crypto and stocks, TurboTax and H&R Block support.
Strengths and limits, from published terms
- Strength: one annual price covers past years, which can cost less for catch-up filing at low volume.
- Limit: the transaction cap counts all years together, so multi-year histories can need a higher plan.
- Limit: plans renew yearly unless cancelled, and no general refund window is published.
Who it fits, based on published features and pricing
- Fits people catching up on several low-volume tax years, or who also need stock reporting.
- Less suited to people who want a one-off report for a single year without a renewing plan.
Related
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Frequently asked questions
Is Summ the same as Crypto Tax Calculator?
Yes. Summ's pricing page describes itself as 'Summ (formerly Crypto Tax Calculator)'.
How much does Summ cost?
On 28 Oct 2026 Summ's US personal pricing page listed Rookie at $49 a year for 100 transactions, Hobbyist at $99 for 1,000, Investor at $249 for 10,000 and Trader at $499 for 100,000. Custom solutions cover higher volumes up to about 1,000,000 transactions.
Does one plan cover several tax years?
Yes. Summ says a subscription covers all tax years back to 2013, but the transaction limit counts transactions across all years combined.
Can I use Summ free?
Summ says a free account lets you import and review transactions, view your portfolio and see sample reports. Downloading tax reports needs a paid plan.
Does Summ renew automatically?
Yes. Plans are annual and renew. You can cancel under Profile → Manage Subscription and keep access until the end of the paid period.
Does Summ give refunds?
Summ's cancellation policy doesn't set out a general refund window. It says data may be deleted if a refund is issued.
Which tax software does it work with?
Summ lists TurboTax and H&R Block, and covers both crypto and stocks.