Your Firm + Our Heavy Lifting

Unlock hidden revenue with SAM AI

Discover new revenue opportunities with SAM Technology’s SAM AI feature. Integrated seamlessly with our White Label service, SAM AI automatically identifies upsell potential for business advisory services, helping your firm generate more consistent, year-round income with less effort. Best of all, this powerful feature is free for all firms that enable White Label.

Dashboard interface for a ticket management system. It displays options like Create Ticket, Ticket Staging (34), In Pool (0), Preparing (2), Review (44), and Completed (33). Welcome message for an Emerald Member since 2022, showing ticket processing progress and benefits. Sections include Tax Plan, Estate Plan, Wealth Plan, and Audited under Ticket Mining, indicating no tickets available. Includes options like White Label, Auto Pilot, Buy-Sell Practice, and Ticket Mining.
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Dashboard showing welcome message for an executive member named Alex since 2023, with details on total tickets processed (11) and total ticket fees ($2,428.00). Features buttons for white label, auto pilot, buy practice, sell practice, subscriptions, and ticket mining.

Why choose SAM AI?

✓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: SAM AI 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: SAM AI 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

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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

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

  • SAM AI 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.

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

  • SAM AI 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.

  • SAM AI 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, SAM AI 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.