Investor Relations
Building the Infrastructure Behind the Modern Accounting and Advisory Firm
SAM Technology is a U.S.-based financial operating system for CPA firms, advisory networks, and enterprise partners. We build the platform that powers tax, advisory, operations, and partner services, so firms can scale with confidence.
This page provides high-level information about SAM Technology for informational purposes.
The SAM Platform
One system for tax, advisory, operations, and growth
SAM unifies the core systems firms need to operate a modern practice:
Tax and compliance workflows
Advisory and planning workflows
Secure document and data management
Payments, billing, and workflow automation
Partner services and integrations
All purpose-built for professional services firms.
We focus on infrastructure, not point solutions, so firms can reduce complexity, improve consistency, and build durable client relationships.
How SAM Creates Value
Designed for long-term firm success
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Reduce operational friction and administrative overhead
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Improve client experience and engagement
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Expand advisory capabilities responsibly
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Increase consistency and quality across engagements
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Scale without increasing internal complexity
The platform is built to support firms over the long term, not to optimize for short-term volume.
Our Philosophy:
Technology should support professionals, not replace them.
We believe the future of professional services is:
Advisory-driven, not compliance-bound
Integrated, not fragmented
Human-led, not automated at the expense of trust
Built on relationships, not transactions
Every product decision at SAM is guided by these principles.
LEADERSHIP
Governance & Responsibility
SAM Technology is a privately held company committed to responsible growth and operational discipline.
Built for trust, resilience, and accountability
Our governance framework includes:
Internal financial oversight and reporting
Risk management and continuity planning
Regulatory and compliance alignment
Clear operational accountability
We focus on building a company that serves firms over decades.
FAQs
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Platinum CPA are CPAs with over 10 years of experience in handling complex tax returns.
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After the initial preparation by a Platinum CPA, a second equally qualified CPA reviews the return for accuracy, ensuring top-tier precision. The return is then triple-checked in-house.
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While Platinum CPA is ideal for complex returns, it can be used for any tax situation where you want the highest level of expertise and accuracy.
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Yes, the Platinum CPA service typically involves an additional fee due to the advanced level of expertise and the dual review process. However, this cost is often offset by the increased accuracy and potential savings identified in complex tax returns.
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Simply select the Platinum CPA option when submitting a client’s tax return through the SAM Technology platform. Our team will match your case with qualified CPAs, and you can monitor the progress through your dashboard.
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Yes, the Platinum CPA service is available year-round, ensuring that you have access to expert assistance even during off-peak times when you may be handling complex or late-filed returns.
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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 6:00am - 11:00pm (EST & PST). Our phone number is (855) SAM-1065.