Our History

“In my 42 years of experience, I always wanted a tool that would help me and my firms save time, make more money, but more importantly, simplify the process. I looked hard to find a solution and couldn't, so I made my own.”

Mark Kubinski
SAM Founder / CEO

In 2017, after years of experiencing challenges owning 53 CPA tax practices, the founders at SAM decided to leverage cutting edge technology and AI to create a solution to the growing challenges within the tax and accounting industries.

The goal: to create a marketplace platform that is easy to use. One that increases profitability for the firms, allows firms access to additional value adding services for their clients, and does so with greater efficiency and effectiveness.

What SAM Stands For

Simple and Mobile

SAM Technology believes in transparency, accountability, and making your life as an accountant easier. Our company is dedicated to bringing you the finest products, services, and features to improve your work/life balance and your bottom line.

How We Do It

We Have Built A Professional Network For You

Our network is founded on extensive industry expertise, with a team of professionals who possess deep knowledge and experience in accounting, tax planning, and advisory services. This expertise allows us to understand the unique challenges faced by CPA and EA firms and develop tailored solutions that address their specific needs.

 SAM Timeline

Changing the way accountants do business forever…since 2017.

 
SAM Begins Development
— Milestone 1 – 2017
SAM Technology Officially Incorporated
— Milestone 2 - February 2021
SAM Begins Private Alpha Testing
— Milestone 3 – March 2021
SAM Marketplace Public Beta Launched
— Milestone 4- April 2022
SAM’s 1st Public Tax Season
— Milestone 5 – April 2023
SAM Publicly Launches Business Advisory
— Milestone 6 – November 2023
SAM Crosses $1m in Revenue
— Milestone 7 – April 2024
SAM Launches Tax Planning
— Milestone 8 – May 2025
SAM Attends First Major Conference: AICPA ENGAGE
— Milestone 9 – June 2024
SAM Publicly Launches v1 AI/OCR Ticket Mining
— Milestone 10 – November 2024