Book a meeting to see how SAM can work for your firm.
Unlock new revenue streams and elevate your firm’s value with SAM Technology’s Business Advisory services. In this demo, you'll discover how SAM empowers CPAs to deliver comprehensive advisory solutions that drive client success while reducing your workload.
Explore our proprietary tools, including the White Label and Ticket Mining features, which help you identify upsell opportunities, streamline workflows, and provide tailored business advice that guarantees a 5x return on investment in tax savings for your clients.
This demo is designed to show you how SAM seamlessly integrates into your firm, allowing you to scale without the traditional employment headaches.
Reserve your spot today and see how SAM Technology can help transform your firm into a year-round business advisory powerhouse!
New Memberships
At SAM, we are excited to introduce our new membership tiers tailored for accounting professionals. Enjoy exclusive benefits like advanced tax planning tools and priority support from over 600 experienced U.S.-based accountants.
Whether you're a solo practitioner or part of a larger firm, our adaptable memberships provide the support and resources you need to excel. Navigate tax complexities, boost efficiency, and seize growth opportunities with SAM. Join us today and experience the innovative, dependable support that sets SAM apart in the accounting industry.
Upgraded Ticket Mining
Upgraded Ticket Mining at SAM revolutionizes your firm's approach to identifying and capitalizing on advisory upsell opportunities. Our platform scans and analyzes client interactions to uncover potential advisory services, enabling tailored consultations that boost revenue. Integrate these insights seamlessly into your workflow to provide high-value advice without additional effort. This feature enhances efficiency, positions you as a proactive advisor, and deepens client trust.
SAM's Platform + Your Branding
With SAM's White Label integration, you can offer a full range of services under your own brand while utilizing our advanced technology. Our platform integrates seamlessly into your operations, enabling you to provide everything from tax return preparation to business advisory services without additional resources.
Leverage our network of U.S.-based, licensed accountants to scale your business efficiently and confidently, ensuring high standards of precision and compliance. Expand your offerings, enhance client satisfaction, and drive growth—all under your trusted brand.