Plan Proactively

Maximize Client Savings with AI-Powered Advisory Services

SAM Technology’s Advisory Services unite seasoned advisory expertise with SAM AI, automatically scanning each client’s source documents and tax returns to surface tax‑efficient strategies and growth opportunities. The result is a seamless, fully integrated suite that streamlines tax planning and business planning while fortifying long‑term outcomes, allowing your firm to deliver greater value with less manual effort, deepen client relationships, and generate year‑round revenue as the go‑to partner for proactive advice.

Pick What Works Best for Your Firm

Simple or advanced, scale your advisory with ease.

SAM Technology offers two innovative paths to advisory services: the Standard Path and the Advanced Path. With the Standard Path, simply create a ticket and submit your client's most recent tax return for tailored planning. For a more proactive approach, the Advanced Path uses SAM's White Label service, automatically screening and identifying the best upsell opportunities via SAM AI and SAM Scan. Both paths ensure optimized tax strategies and significant client savings, making SAM Technology your go-to solution for comprehensive tax planning.

Standard

  • Create a Ticket

  • Upload client’s recent tax return

  • Input any other notes/circumstances

  • Accept fee

  • Send to SAM’s Pool

  • Receive comprehensive tax or business plan

Advanced

  • Enable White Label

  • Process client tax returns through SAM

  • SAM AI will and generate a report

  • Target clients and accept fee

  • Send to SAM’s Pool

  • Receive comprehensive tax or business plan

Why choose SAM?

✓ Dual-Focus Plans – Integrated tax-saving tactics and business-growth strategies in one deliverable.

✓ Dual Approach: Choose between the Standard Path for manual submissions or the Advanced Path with automated, proactive planning using SAM AI.

✓ Expert Tax Professionals: Access to a team of experienced tax professionals dedicated to optimizing your clients' tax outcomes.

✓ AI-Driven Upselling – SAM AI pinpoints the best opportunities, boosting average revenue per client.

✓ Seamless Integration: Easy-to-use tax planning platform that integrates smoothly with your existing processes.

✓ Client Satisfaction: Enhance your client relationships with comprehensive tax and business planning.

✓ Year-Round Value – Turns once-a-year compliance clients into ongoing advisory relationships.

SAM Mobile tax software app with options for client name, tax year, tax software, and status checkboxes for different tax situations.
SAM two solid blue circles, one larger and one smaller, positioned independently against a plain white background.

Your Firm + Our Platform

With White Label, you're in the pilot's seat, steering your firm toward greater efficiency.

White Label by SAM Technology unifies client management, secure file exchange, and payment processing behind your brand. It shortens receivables, eliminates back-and-forth, and uses SAM AI to surface advisory opportunities, so you can deliver tailored tax and business strategies with ease.

Modern office setup with a sleek desk, computer displaying login screen, chair, and black-and-white cityscape background.

Ready for year-round revenue?

FAQs

  • Advisory Services combine proactive tax planning with strategic business guidance, helping clients minimize taxes, improve cash flow, and hit long-term growth targets.

  • SAM Technology offers both basic and advanced tax planning strategies, customized to each client's unique tax scenario. This includes income deferral, tax credits, deductions optimization, and more.

  • Simply submit a Ticket (Standard Path) or enable White Label (Advanced Path) and choose the plan type. Our team and SAM AI handle the rest.

  • The Advanced Path automates client screening using SAM AI, enabling you to upsell advisory work at scale, while the Standard Path lets you submit individual clients on demand

  • White Label integration offers a central control cockpit for managing client relationships, payment processing, and secure file uploads. It streamlines workflows, reduces back and forth, and identifies upsell opportunities, all branded to your firm for a seamless client experience.

  • Yes. We employ bank-grade encryption, strict access controls, and continuous monitoring to safeguard every file and data point.