Your Firm + Our Platform
AI-Powered Capital Intelligence & Tax Outsourcing for Financial Institutions and Advisory Firms
SAM Technology combines U.S.-based tax preparation outsourcing with an AI-native Capital Intelligence platform that connects household financial data, detects capital events, identifies actionable opportunities and helps firms grow revenue.
From Data to Intelligence. From Intelligence to Action.
SAM connects financial information, identifies opportunities, models potential outcomes, and coordinates the next steps—all within one integrated capital intelligence ecosystem.
Intelligence That Moves Capital Forward. One platform. Connected intelligence. Coordinated execution.
A cloud-based platform backed by U.S.-licensed CPAs & EAs, ready for any spike or long-term workload.
SAM is especially valuable for CPA and EA firms that feel the capacity crunch but do not want to carry excess staff all year.
For firms with 1 to 50 employees, SAM can act as a flexible extension of your tax team.
For larger firms, RIAs, family offices, enterprise groups, and investment firms, SAM can scale into broader tax, advisory, and Capital Intelligence workflows.
SAM Technology by the Numbers:
12,000+
Client Engagements Delivered
Streamlining operations and delivering results for firms of all sizes
500+
Accounting & Wealth Advisory Firms Served
Trusted by a growing network of industry-leading professionals
1,200+
Licensed CPAs and EAs Within the U.S.
A team of CPAs and EAs ensuring precision and excellence
SAM integrates with leading tax software including Lacerte®, UltraTax CS®, and CCH Axcess® Tax
Some of our clients and partners:
One Platform. Two Connected Layers.
SAM is designed to solve the immediate capacity problem first, then help firms build deeper advisory relationships over time.
SAM Prep
Best for:
Tax season overflow
Extension season work
Return preparation
Review support
Tax research
Complex return support
Advisory execution
Primary outcome:
Get tax work completed without adding full-time staff.
Capital Intelligence
Best for:
RIAs
Family offices
Investment firms
CPA firms expanding into advisory
Enterprise advisory groups
Firms serving high-net-worth households
Primary outcome:
Turn tax and financial data into better advisory conversations.
Why choose SAM?
Hiring is expensive. Training takes time. Seasonal staff can be hard to find. Offshore options may create trust, communication, and data concerns.
SAM gives firms another option.
You can add capacity when you need it, keep the client relationship in-house, and avoid carrying unnecessary payroll when the season slows down.
With SAM, your firm can:
Take on more work without overloading staff
Keep returns moving during peak periods
Reduce pressure on partners and managers
Protect client service standards
Avoid year-round payroll for seasonal demand
Build a more flexible tax workflow
Create more room for advisory work
