Your Firm + Our Loyalty

A membership program that gets you paid

Take your firm’s financial efficiency to the next level with SAM Technology’s new membership program

Our three-tier system—Sapphire, Emerald, and Carte Blanche—offers increasing discounts on tax return outsourcing and valuable rewards, making it easier than ever to boost your firm’s revenue. Whether you qualify through SAM Ticket processing or by depositing a qualifying amount in your SAM Wallet, each tier provides distinct benefits designed to enhance your firm’s profitability.

Sapphire
Membership

10% Discount

Achieve Sapphire status by processing a qualifying number of SAM Tickets or by depositing a set amount into your SAM Wallet. Sapphire members enjoy a 10% discount on tax return outsourcing services, helping your firm save more with every transaction.

Emerald
Membership

15% Discount

Emerald status offers even greater savings, with a 15% discount on tax return outsourcing. This tier is reached by either processing more SAM Tickets or depositing in your SAM Wallet for at least 180 days.

Carte Blanche
Membership

25% Discount

Carte Blanche is the ultimate tier, providing a 25% discount on tax return outsourcing. Achieve this exclusive status by processing the highest number of SAM Tickets or by depositing the qualifying amount in your SAM Wallet. Enjoy maximum savings and rewards with Carte Blanche.

How to Qualify

  • Process SAM Tickets

    Earn membership status by processing a qualifying number of SAM Tickets. The more you process, the higher your tier.

  • Deposit to SAM Wallet

    Alternatively, qualify by depositing funds into your SAM Wallet. To maintain your tier, these funds must remain in your wallet for at least 180 days.

  • Automatic Renewal

    Your membership tier resets each year based on your performance, with new status granted according to the previous year’s activity.

Memberships: The Loyalty Program That Pays

Multiply your benefits with White Label and Perk Balance

Firms can stack their membership discounts with SAM’s Perk Balance feature available through White Label. White Label is free to sign up for and rewards your firm with 10% of the final SAM Ticket fee in the form of SAM Rewards Cash. This cash can be applied towards SAM’s services, amplifying your savings and leading to exponentially higher revenue when both programs are combined.

Key Benefits

✓ Exclusive Discounts: Save up to 25% on tax return outsourcing with Carte Blanche membership.

✓ Earn Rewards: Accumulate SAM Rewards Cash through White Label’s Perk Balance and use it towards future services.

✓ Enhanced Profitability: Maximize your firm’s revenue by leveraging discounts and rewards across SAM’s services.

✓ Flexible Qualification: Choose the path that works best for your firm—either through SAM Ticket processing or SAM Wallet deposits.

What Our Customers Say:

  • "The Sapphire membership has helped us save significantly on outsourcing costs, and the rewards program is a great bonus!"

    -Michale H., CPA

  • "We’ve seen our revenue grow by stacking the Emerald membership with White Label’s Perk Balance feature."

    -Jerry M., CPA

Ready to maximize your firm’s revenue?

FAQs

  • You can qualify by processing a qualifying number of SAM Tickets or by depositing a set amount into your SAM Wallet, which must remain for at least 180 days.

  • Each tier offers a discount on tax return outsourcing services—Sapphire at 10%, Emerald at 15%, and Carte Blanche at 25%. These discounts apply automatically once you achieve the qualifying status.

  • Yes, you can stack your membership discounts with SAM’s Perk Balance feature within White Label, allowing you to earn additional rewards and maximize your savings.

  • Membership status is reset annually, with new status granted based on the previous year’s performance in SAM Ticket processing or SAM Wallet deposits.

  • SAM Rewards Cash is earned through the Perk Balance feature and can be used towards future SAM services, helping your firm save even more.