AutoPilot

firm management system

Driving towards a new succession.

AutoPilot… Your succession begins

Planning a vacation, leave of absence, or retirement? SAM’s AutoPilot  is your ideal solution to keep your firm operational in your absence. Our extensive network of skilled financial service professionals is ready to handle all your clients' needs, ensuring seamless day-to-day operations no matter where your journey takes you. This platform offers CPAs continuous, assured firm productivity, even remotely.

HAVE A “COPILOT” KEEP YOUR PRACTICE RUNNING WHEN YOU NEED OR WANT TO BE AWAY.

ACTIVATE A NETWORK OF ADDITIONAL REVENUE CHANNELS AND STRATEGIC PARTNERS.

ANNUITIZE YOUR PRACTICE.

SLOW DOWN YOUR LIFE... NOT YOUR PRACTICE.

SAM AutoPilot… a new way to succeed.

plan a trip...plan a sabbatical...plan a new journey...plan to slow down a bit...plan your succession...plan your next chapter...

connecting the dots between you and your practice