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tax software

CTC Platform

CryptoTaxCalculator offers smart suggestion algorithms and auto-categorization engines with a strong focus on complex on-chain activities like DeFi, staking, and NFTs.[source]

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What you should know about CTC Platform

  • Recently rebranded to Summ: Now the official tax partner of MetaMask, offering an embedded Tax Hub directly inside the wallet.
  • Built for DeFi & NFTs: Supports over 1,000 integrations with automatic categorization and deep protocol parsing for complex trades.
  • Smart Tax Optimization: Uses proprietary algorithms like "Least Tax First Out" to actively minimize your tax liabilities while ensuring compliance.
  • Accountant-Friendly: Features a powerful all-in-one platform designed for accounting professionals to easily manage multiple crypto clients.

Pros & Cons

Strengths

  • + Extensive integrations (3,500+)
  • + Strong DeFi and NFT support
  • + Exclusive tax minimisation algorithm
  • + Free portfolio tracking
  • + Rebranded to Summ with a fresh UI

Weaknesses

  • - Tax reports require paid subscription
  • - Tax-loss harvesting limited to higher tiers
  • - Manual review still needed for some complex DeFi

Facts about the CTC Platform

Pricing Plans
9 - 99/year
Tiered annual subscription based on transaction volume: Rookie (9, 100 tx), Hobbyist (9, 1,000 tx), Investor (49, 10,000 tx), and Trader (99, 100,000 tx).[source]
Free Plan Available
Yes
A free plan is available for importing data, tracking portfolios, and exploring transaction history, but tax reports and advanced tools require a paid subscription.[source]
Integrations Count
3,500+
Supports over 3,500 integrations across exchanges, wallets, and blockchains.[source]
DeFi & NFT Support
Yes
Comprehensive support for complex on-chain activities including DeFi protocols, staking, liquidity pooling, and NFT transactions.[source]
Tax Loss Harvesting
Yes
Tax-loss harvesting tools are available specifically on the Investor and Trader plans.[source]
Export Formats
TurboTax,H&R Block,Form 8949,Schedule D
Supports exports for major tax software like TurboTax and H&R Block, as well as standard IRS forms like 8949 and Schedule D.[source]
Supported Assets
300,000+
Prices and tracks over 300,000 currencies and micro-cap coins.[source]
Audit Support
Yes
Provides detailed audit reports and professional suites for accountants to manage and verify client portfolios.[source]
New Name
Summ
CryptoTaxCalculator has rebranded to Summ.[source]
Transaction Limits
Up to 1,000,000+
Self-service plans support up to 200,000 transactions; custom solutions available for over 500,000 transactions.[source]
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CTC Platform FAQ

How does the CTC Platform handle complex on-chain activities such as decentralized finance protocols and non-fungible tokens?

The platform features advanced algorithms and auto-categorization engines specifically designed to parse and reconcile complex on-chain interactions. It seamlessly tracks smart contract executions, staking rewards, liquidity pool provisioning, and non-fungible token minting or trading, minimizing the need for manual data entry compared to standard tax tools.

Are there transaction limits imposed on the subscription plans, and how is historical volume calculated?

Yes, pricing tiers are strictly volume-based. Plans range from the Rookie tier, supporting up to 100 transactions, to the Trader tier handling up to 100,000 transactions. It is important to note that these limits apply to your total transaction history across all financial years, not just the current tax year.

Can I collaborate directly with my Certified Public Accountant or tax professional using this software?

Absolutely. The platform offers a dedicated accountant dashboard that allows certified professionals to securely access and manage their clients' portfolios. They can review automated categorizations, adjust cost basis methodologies, and independently generate audit-ready tax reports without needing your personal login credentials.

Is tax-loss harvesting available on all subscription levels to help offset capital gains?

No, tax-loss harvesting tools and advanced inventory accounting methods are not included in the base entry-level plans. Users must subscribe to the Hobbyist plan or higher to unlock these strategic tax planning features and optimize their year-end tax liabilities.

Does the software automatically synchronize with my exchange accounts and non-custodial wallets?

The platform supports automated synchronization through direct API integrations and public address tracking across over 1,000 exchanges, wallets, and blockchain networks. While this allows for near real-time tracking of balances and taxable events, users should be aware that highly obscure decentralized exchange transactions may still require manual review to ensure complete accuracy.

Why use CTC Platform

While mainstream crypto tax solutions like Koinly or CoinTracker are excellent for users whose activity mostly happens on centralized exchanges, CTC Platform (CryptoTaxCalculator) is specifically built for the on-chain investor. Its true unique selling point is its unparalleled ability to automatically parse and accurately categorize complex decentralized finance (DeFi) activity and NFT trades.

If you regularly use non-custodial wallets like MetaMask, provide liquidity to DEX pools, or interact with new smart contracts, competing platforms often fail to recognize the transactions, leaving you with hours of manual reconciliation. In contrast, CTC Platform's engine intrinsically understands these complex blockchain movements right out of the box, saving heavy DeFi users an immense amount of headache and delivering a much more accurate tax report.