Dashboard interface showing ticket management sections such as Create Ticket, Ticket Staging, In Pool, Preparing, Review, and Completed. Includes a welcome message, membership status, and ticket mining options. No tickets available under 'Tax Plan.'

You + Our Network

Cash when you want it, flexibility when you need it

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Dashboard interface showing welcome message for "Alex," an executive member since 2023. Displays total tickets processed as 11 and total ticket fees of $2,428.00. Includes buttons for 'White Label,' 'Auto Pilot,' 'Buy Practice,' 'Sell Practice,' 'Subscriptions,' and 'Ticket Mining.'

Why choose Ticket Mining?

✓Automated Upsell Identification: Let SAM's software do the heavy lifting by identifying key upsell opportunities for your business advisory services.

✓Increase Revenue: Boost your firm's revenue by capitalizing on identified upsell potentials and offering targeted advisory services.

✓Year-Round Income: Generate more consistent income throughout the year by leveraging advisory services beyond the traditional tax season.

✓Reduced Workload: Ticket Mining automates the process of finding upsell opportunities, leaving you with more time to focus on client relationships and strategy.

✓Seamless Integration: Works effortlessly with SAM’s White Label, ensuring a smooth and branded experience for your clients.

✓Free Feature: Ticket Mining is available at no additional cost for all firms that enable White Label.

How it works

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    Step One

    Log In/Sign Up (It’s Free)

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    Step Two

    Enable White Label

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    Step Three

    Process tax returns through White Label

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    Step Four

    SAM will generate and send your firm a report

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Ready to unlock hidden revenue?

FAQs

  • Ticket Mining is a feature of SAM Technology that automatically identifies upsell opportunities for business advisory services, helping you generate more revenue with less effort.

  •  Ticket Mining is fully integrated with SAM’s White Label service, enabling seamless upsell identification and execution while maintaining your firm’s branding.

  • Yes, Ticket Mining is a complimentary feature for all firms that enable SAM’s White Label service.

  • Ticket Mining is designed to reduce your workload by automating the identification of upsell opportunities, allowing you to focus on client strategy and execution.

  • Ticket Mining uses advanced algorithms and data analysis to scan client information, tax returns, and other relevant documents to identify potential areas where additional advisory services could provide value. These opportunities are then flagged and presented to your firm as "tickets" for review and action.

  • Ticket Mining can identify opportunities for a wide range of advisory services, including tax planning, financial forecasting, business strategy, compliance advisory, and more. The system is designed to find the most relevant upsells based on your clients' specific needs, circumstances, and as additional SAM Advisory services come online.

  • No, once you enable SAM’s White Label service, Ticket Mining works automatically in the background as you submit tickets. It continuously scans for upsell opportunities and generates tickets without requiring any additional input from your team.