Our Platform + Your Offering

Integrate Your Products and Services into the CPA-Client Relationship

Connect your platform to CPA firms and deliver your services to clients who are actively making tax, wealth, estate, and business decisions.

Integration review typically includes compliance, security, and client experience standards.

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.

Request More Information

How SAM Creates Value

Designed for long-term firm success

  • Blue square with the number 1 in white

    Reduce operational friction and administrative overhead

  • Number 2 on a gradient blue background

    Improve client experience and engagement

  • White number three on blue square background

    Expand advisory capabilities responsibly

  • Number 4 on a blue gradient background

    Increase consistency and quality across engagements

  • Number 5 with blue gradient background

    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.

Diagram showing a cycle with six connected elements: Tax Data, S.A.M AI Plan, Client Acceptance, Advisory Revenue, Retention, and Referrals, surrounding a central S.A.M. logo.

Security & Data Info

Enterprise-grade security for sensitive financial data

Digital illustration of a blue wireframe mountain range with interconnected points and lines on a dark background.
Gear icon with a checkmark inside a shield
Two blue circles of different sizes floating on a white background.

SAM operates at the center of highly sensitive financial and personal information.

We maintain technical, administrative, and organizational safeguards designed to protect:

  • Confidentiality

  • Integrity

  • Availability

Security, privacy, and reliability are foundational to the SAM platform.