summ.com

4.6
4.6 Based on 201 reviews

...

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Miles Turner
Frustrating & disappointing

This platform just cant be trusted with something as important as taxes so it seems.. Honestly, so disappointed and frustrated with this company and its software.. I'm continiously finding errors with the info. Incorrect or missing purchase prices/cost base.. Not integrating particular assets.. Not piecing transfers together properly.. The list goes on.. I've purchased the "Investor" package.. & the amount of time i'm having to spend troubleshooting errors has become asuch a headache. The software isn't very intuitive forcing you to fix up seemingly obvious errors in info not integrating/correlating properly.. Not too mention spending hours figuring out the ins and outs of the platform because you have to troubleshoot stupid errors constantly. I purchased this software in the hope it was going to make life easier buts its proving to be quite the opposite, overly complicated & incredibly time consuming. & Support isnt much help. You have to wait 24hrs+ to get a response and half the time drawing out the process to the point it takes a week or so to resolve an issue. & half the time they'll close the chat on you if you dont respond back to them within a certain time frame! You guys are charging a small fortune for this service, crypto & tax can be overwhelming as it is and this aint helping the cause. Really should have a team on deck ready to assist in real time, especially during business hours. This is becoming beyond a joke.

1
Date of experience: Jun 24, 2025

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