Bigger Scale, Less Strain.

SAM Technology Enterprise Program

For multi-office CPA and EA firms that want scale without the strain. If your firm has 20 or more offices, SAM Enterprise gives you hands-on support, volume-based pricing, and custom engineered solutions through our open API.

Who it’s for

Multi-office firms that need consistent tax preparation and advisory delivery across regions, with centralized visibility, strong controls, and proven U.S.-based capacity.

Our services for CPA and EA firms

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    Tax Return Outsourcing

    • U.S. onshore tax return preparation and review

    • Save time and reduce errors with our automated tax return processing services. Our team of experienced preparers ensures accuracy and compliance, allowing you to focus on your clients.

    Learn More
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    Tax Planning Outsourcing

    • Proactive tax planning

    • Stay ahead of tax changes and optimize your clients' financial strategies with our proactive tax planning services. We guarantee your clients will save a multiple or their money back.

    Discover Tax Planning
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    Business Advisory Outsourcing

    • Expert advisory on-tap

    • Enhance your client relationships and your profitability with our comprehensive advisory services. Our experts provide insights and strategies to help you, help your clients achieve their financial goals.

    Schedule A Demo
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The Enterprise difference

✓ Dedicated success team with an assigned SAM Admin and Technical Account Manager

✓ Volume discounts across tax preparation and advisory services

✓ Custom engineered workflows and data flows using the SAM Open API

✓ White Label experience matched to your brand at scale

✓ Advanced permissions and multi-office reporting

✓ Enterprise onboarding, training, and change management

✓ Priority support and defined service levels

What you get

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    Centralized control

    Multi-office hierarchy with region and location level permissions

    Standardized templates for tax prep, review, and advisory deliverables

    Global settings for fees, approvals, and compliance steps

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    Capacity you can trust

    U.S.-based licensed CPAs and EAs across every major entity type

    Two-step prep and review, with Platinum Preparer options for complex returns

    Predictable timelines with proactive status updates

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    Advisory growth built in

    SAM AI identifies upsell opportunities across Advisory Services.

    Ticket suggestions mapped to your firm’s services and pricing

    White Label delivery so your client experience stays consistent

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    Data flows your way

    SAM Open API for ticket creation, status, documents, and payments

    Bank-grade secure document pipeline and audit trails

    Custom engineered solutions are available

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    Flexible economics

    Enterprise volume discounts across service categories

    Several tiers available based on volume

    Access to Gig-economy workforce allowing scale without overhead

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.

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• 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.

We have built a dependable workforce of skilled, U.S.-based CPAs and EAs ready to assist your firm whenever needed.

At SAM Technology, we specialize in supporting accounting firms with premium outsourcing and business advisory services. Our team of credentialed professionals understand the unique challenges facing US tax and accounting firms.

By leveraging our expertise, you can scale your practice, increase profitability, and deliver more value to your clients, all while maintaining the highest standards of quality and compliance.

Frequently Asked Questions

What qualifies my firm for Enterprise?
A minimum of 20 offices under common ownership and centralized operations.

How do volume discounts work?
Pricing scales with expected annual ticket volume across compliance and advisory. We finalize tiers during solution design.

Can we use our own engagement templates and checklists?
Yes. We can standardize your artifacts in SAM and map them by office or practice line.

Do you support SSO and user provisioning?
Yes. SSO options are available. User provisioning and permissions can be automated through the SAM Open API.

How long does rollout take?
Most firms complete a multi-phase rollout in 1 to 2 weeks after discovery, depending on scope and integrations.

Is all work U.S.-based?
Yes. SAM connects your firm with U.S.-based licensed CPAs and EAs.

Can we stack Enterprise discounts with membership tiers?
In many cases yes. We review eligibility during contracting.