Your Firm + Our Intelligence Layer
A Unified Intelligence Layer for Household Capital
Connect tax, planning, lending, real estate, and advisor coordination through one client-facing platform.
One System for the Entire Financial Picture
Most firms manage tax, lending, real estate, and planning in silos, leading to missed opportunities and reactive advice.
The Capital Intelligence Engine™ brings these disciplines into a single, connected system, giving your firm real-time visibility into client activity, financial positioning, and upcoming capital events. The result is better decisions, stronger client relationships, and a consistent path from compliance to advisory.
Tax Intelligence™
Surfaces planning opportunities from tax data
Connects compliance to advisory revenue
Links directly to SAMPrep for execution
Household Intelligence™
On-demand technical answers
Documented, defensible guidance
Built for complex scenarios
Real Estate Intelligence™
Aligns property decisions with tax strategy
Integrates brokers and transaction data
Supports acquisition, sale, and optimization
Lending Intelligence™
Connects clients to financing at the right time
Aligns lending with tax and cash flow strategy
Powered by trusted lending partners
Collectible Intelligence™
Tracks high-value assets like art, wine, and luxury items
Identifies tax, liquidity, and estate considerations
Turn Tax Data Into Year-Round Advisory Revenue
Tax Intelligence™ transforms tax returns and financial data into a continuous advisory engine. By analyzing client profiles, filings, and financial behavior, it identifies proactive tax planning opportunities, reduces liabilities, and drives consistent engagement beyond tax season. Built for CPA firms and wealth advisors, it connects compliance work directly to higher-margin advisory services.
Identifies planning opportunities before filing deadlines
Flags tax risks and missed strategies early
Converts insights into actionable client recommendations
Unify the Entire Household Financial Picture
Household Capital Intelligence™ centralizes all financial data across individuals, entities, and accounts into one coordinated system. It enables firms to deliver holistic advice, uncover cross-domain opportunities, and manage complex client relationships with clarity. The result is better decision making across tax, wealth, and asset strategy.
Consolidates financial data across the full household
Identifies opportunities across tax, lending, and investments
Enables coordinated planning across multiple advisors
Align Real Estate Decisions With Tax and Wealth Strategy
Real Estate Intelligence™ integrates property data, tax implications, and financial strategy into a single advisory view. It enables smarter acquisition, disposition, and holding decisions while aligning real estate activity with long-term wealth outcomes. Designed for CPAs, RIAs, and real estate partners, it creates a coordinated approach to one of the largest components of client wealth.
Models tax impact across buy, sell, and hold scenarios
Aligns property strategy with portfolio-level goals
Improves coordination between advisors and brokers
Bring Smarter Financing Into Every Client Conversation
Lending Intelligence™ connects financing decisions directly to tax strategy and cash flow planning. By integrating lending insights into the broader financial picture, it ensures clients access capital at the right time and under the right structure. This allows firms to guide borrowing decisions with precision while unlocking additional advisory value.
Identifies optimal timing and structure for financing
Aligns lending with tax efficiency and liquidity needs
Connects clients to trusted lending partners for execution
Make Alternative Assets Part of the Financial Strategy
Collectibles Intelligence™ brings visibility and structure to alternative assets like art, wine, jewelry, and luxury goods. It helps advisors incorporate these assets into tax planning, liquidity strategies, and estate considerations, turning often-overlooked holdings into active components of a client’s financial plan.
Tracks and organizes high-value alternative assets
Surfaces tax and estate implications of ownership
Supports decisions around sale, transfer, or retention
What SAM Offers
✓ Unified intelligence across tax, wealth, lending, real estate, and alternative assets
✓ Real-time visibility into risks, opportunities, and capital events
✓ AI-driven insights that convert compliance data into advisory action
✓ Built-in execution through SAMPrep and integrated partner network
✓ Branded client experience via Private Client Portal
✓ Scalable infrastructure for firms to grow advisory without added headcount
Security & Data Info
• SAM values your firm's AND client's security and privacy. That's why we have developed a Banking-Grade TLS 1.3 Encrypted platform ensuring safety and security from potential cyber risks.
• Most up-to-date security protocol supported by a large range of internet browsers such as Chrome, Safari, Edge, Firefox, and IE6. All sensitive data including passwords, files, and credit cards are 256-bit encrypted and stored at rest.
• SAM stores encrypted data in "Allow-Only" lists allowing access only to known server connections.
• Access Keys and Passwords use one-way hashing and a zero-knowledge approach, making them impossible (Including SAM) to determine once stored.
• SAM uses artificial and business intelligence to improve security, function, and simplicity in real time.
• SAM's Engineering team has over 25+ years in global software management and Cybersecurity.
How it works
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Step One
Connect Your Firm
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Step Two
Onboard Your Clients
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Step Three
Allow Capital Intelligence to Surface Opportunities
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Step Four
Consult Client on Opportunities
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Step Five
Execute Opportunities Through SAM or Your Firm’s Existing Channels
FAQs
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A "Ticket" tracks a tax return you submit to be prepared as it flows through the system. The ticket will have all information pertaining to your tax return: ticket number, ticket fee, your ticket selections, source documents, tax software file, notes to preparer, etc. You will also receive preparer feedback on a return through the ticket.
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Our Cloud Preparers are collectively called a “Pool” AND it is also where tickets are awaiting to be picked up by a Cloud Preparer.
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In the following year you will have the ability to request the same preparer, subject to the preparer availability. Preparers can only process 5 tickets at any given time.
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All tax return preparations are prepared, reviewed, and triple checked included in the original fee.
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You can reach out to our admin team (tickets@mysamadmin.com) and they can follow up with the preparer. If need be, it will be resubmitted to the pool at no extra charge to you.
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A SAM Wallet Credit is applied to your SAM Wallet and may be used like normal deposited funds; HOWEVER cannot be withdrawn from the SAM Wallet and may only be used for Tax Outsourcing Services.
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No. Once the preparer has completed the tax return and the ticket is sent back to the firm, you will receive the tax file with the completed return. Edits can be made at this time.
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No. Firms are responsible for reviewing and E-filing the completed returns under their own tax software license.
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SAM accepts the following tax software: Lacerte, CCH, Ultra Tax, Drake and ProSeries. All firms must have their own tax software licenses to access our platform. SAM does not efile any tax returns.
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Yes. We have live team members in the U.S. that you may reach at (855) SAM-1065 or e-mail info@mysamadmin.com if you run into any challenges.
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During tax season, our customer service department will be available by phone to meet your busy deadlines from 8:00am - 6:00pm Pacific time Monday-Friday and 11:00am - 4:00pm Saturday and Sunday. Our phone number is (855) SAM-1065.