The Accountant Portal is a centralized platform designed for tax professionals and power users who need to manage multiple distinct crypto tax profiles from a single login.
Unlike a standard individual account that tracks one user's portfolio, the Accountant Portal lets you create, manage, and switch between unlimited client profiles under one account.
Who is the Accountant Portal for?
The Accountant Portal might be right for you if you're in one of these scenarios:
Accountants & Bookkeepers:
You manage crypto tax reports for multiple clients.
You need a client management dashboard to view all your clients' status at a glance.
You want to invite clients to review their own data while keeping control over the final tax reports.
Your client has their own Summ account and wants to share their data with you.
Multi-Entity Managers (Business + Personal):
You need to keep your personal crypto activity completely separate from your business or corporate crypto activity.
You can treat your business as one client and your personal holdings as another, managing both from a single dashboard instead of logging in and out of separate accounts.
Crypto-Savvy Individuals Helping Friends & Family:
You're helping friends or family with their crypto taxes.
Instead of managing their login details or creating accounts for them, they can own their own Summ accounts, you can then use your Accountant Portal to invite them to share their profiles.
SMSF (Self-Managed Super Funds in Australia):
You manage an SMSF and need a separate, ring-fenced profile for the fund that's distinct from your personal holdings to meet compliance standards.
See Handling your SMSF Crypto Accounts for more details.
What is the pricing model for the Accountant Portal?
The Accountant Portal is free to access.
Each client is billed individually based on the plan they need. Billing can be managed through the Accountant Portal by the accountant or by the client if they own their account. See Managing Subscriptions Between Accountants and Clients for more details.
Key features of the Accountant Portal
Centralized Control: View and manage all your clients from a single dashboard.
Flexible Billing: Each client has their own subscription. You can adjust plans and timing based on individual client needs.
Team Access: Invite colleagues to collaborate on client files if you work in a firm.
How to get started
If you've reviewed the Who is the Accountant Portal for? section and decided you need an Accountant Portal, you can upgrade by following this guide: How to access my Accountant Portal?
⚠️ Upgrading to the Accountant Portal is irreversible, you cannot switch back to an individual account. Make sure this is what you need before upgrading.
Who does NOT need the Accountant Portal?
If you're an individual with crypto activities, you likely do not need the Accountant Portal, even if you need to share data with your accountant. You do NOT need an Accountant Portal if you're in any of these situations:
Sharing data with your accountant
If you just want to share your data with your accountant, you do not need an Accountant Portal. Stay on the individual plan and ask your accountant to invite you to their Accountant Portal. Check How do I invite my accountant to help with my crypto tax reports?
Looking for a subscription discount
The Accountant Portal doesn't offer discounted pricing. It's simply an interface for managing multiple profiles and subscriptions without juggling login details. Pricing through the Accountant Portal is the same as individual plan subscriptions.