Book a meeting to see how SAM can work for your firm.
Discover how SAM Technology can streamline your accounting firm's workflow, increase revenue, and simplify tax preparation with U.S.-based, licensed CPAs and EAs.
Explore our suite of services, including advanced tax planning, business advisory, and our White Label solution for branded client experiences. Learn about SAM’s 0 commission Buy/Sell Practice feature, exclusive membership program with Sapphire, Emerald, and Carte Blanche tiers, and how we help accounting firms grow with confidence.
Schedule your personalized demo today to see how SAM can elevate your firm.
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.