Summ
Summ (formerly Crypto Tax Calculator) is an advanced crypto tax platform that simplifies tracking and reporting across all your exchanges, wallets, NFTs, and DeFi activity. Backed by Airtree, Coinbase Ventures & 20VC.
With support for over 3,500 integrations, Summ imports your full transaction history and automatically generates audit-ready reports built to align with IRS tax guidelines.
Users can review trades, identify tax-saving opportunities, and download accountant-approved forms including 8949, 1040, capital gains summaries, and more.
Summ's portfolio tracker provides real-time PnL, tax liability insights, and accurate pricing for over 300,000 cryptocurrencies—including micro-cap assets.
With a 4.6/5 Trustpilot rating and seamless TurboTax integration, Summ makes crypto tax filing stress-free for both casual traders and professionals.
Designed for speed, accuracy, and compliance, Summ gives users total confidence at tax time.
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FISPAN
FISPAN is a leader in embedded ERP banking, connecting financial institutions directly to the ERP and accounting systems businesses rely on every day. By embedding secure banking functionality inside NetSuite, Sage Intacct, Microsoft Dynamics 365 Business Central, Workday, QuickBooks, and Xero, FISPAN eliminates manual file uploads and disconnected workflows.
Automate accounts payable, streamline accounts receivable, enable reliable bank feeds, initiate payments, manage expense reimbursements, and access near real-time cash visibility, all within your ERP. FISPAN’s secure API connectivity ensures accurate transaction data flows directly into your reconciliation module, reducing errors, improving efficiency, and enhancing financial control.
Designed for banks, businesses, and ERP partners, FISPAN transforms ERP systems into fully connected financial command centers.
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eFileMyForms
eFileMyForms is an IRS-approved online platform that simplifies the process of tax form filing for businesses, ensuring compliance through effortless electronic submissions, as well as options for printing and mailing. This platform accommodates various forms including 1099, 1098, W-2, ACA forms, 1042-S, and California 592 reporting, providing teams with a centralized solution for managing all necessary filings. Users are able to manually input forms, import data, review records for accuracy, and securely submit their filings to both federal and state authorities. Additionally, eFileMyForms offers the ability to deliver recipient copies, allowing businesses to send forms via email or traditional mail, while maintaining an organized filing history for audits and record-keeping purposes. The service features built-in real-time TIN matching, which assists in verifying the accuracy of recipient names and TIN combinations prior to submission, thereby minimizing the likelihood of errors and subsequent IRS notices. Furthermore, it allows for making corrections on previously filed forms such as 1099, 1095, W-2, and 1042-S for both current and past tax years, ensuring that businesses can easily rectify any mistakes in their filings. This comprehensive suite of features not only streamlines tax compliance but also enhances efficiency and accuracy for businesses of all sizes.
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BoomTax
BoomTax is a software solution authorized by the IRS for managing the e-filing of 1099, W-2, 1095-B, and 1095-C forms all from a single platform. It simplifies the filing experience by allowing users to easily drag and drop tax information from various sources such as Excel, QuickBooks, Xero, FreshBooks, Zoho, fillable PDFs, payroll systems, and HCM providers, while also automatically validating the data, identifying errors, and conducting TIN matching against IRS records prior to submission. In addition, the software includes compliance features that check recipient Tax Identification Numbers, confirm Employer Identification Numbers, address potential discrepancies, and flag problems with form data before they are submitted. Furthermore, BoomTax offers the capability to distribute recipient copies via mail or electronic delivery, managing all aspects of printing, postage, and IRS-compliant consent for 1099, W-2, and 1095 forms. Users can file their documents directly with the IRS and SSA, monitor the status of their filings in real time, and receive alerts upon acceptance of their submissions, making it a comprehensive solution for tax management. This efficiency not only saves time but also minimizes the risk of costly errors during tax season.
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