Your Firm + Our Software

Streamlined workflows, enhanced client experience, and built-in perks for accounting firms

Streamlined Workflows

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Built-In File Management

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Secure Payment Processing

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Customizable Billing

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Elevated Customer Experience

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Powerful Perks

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Streamlined Workflows • Built-In File Management • Secure Payment Processing • Customizable Billing • Elevated Customer Experience • Powerful Perks •

SAM White Label

Change the way your accounting firm does business forever with SAM Technology's White Label platform.

Our proprietary software integrates seamlessly into your firm, offering an elevated customer experience, streamlined workflows, a built-in file management system, and a secure payment processing portal. With White Label, your firm can unlock powerful features like Ticket Mining, Perk Balance, and AutoPilot, all designed to enhance efficiency and boost revenue.

Why choose White Label?

✓ Streamlined Workflows: Automate routine tasks, reduce manual work, and increase efficiency with integrated workflows and task management.

✓ Built-In File Management: Easily manage and track client documents with our secure, organized file management system.

✓ Secure Payment Processing: Reduce accounts receivable and work in process with a built-in payment gateway that requires payment before work begins.

✓ Customizable Billing: Tailor fee options to match your firm's billing and business model, ensuring flexibility and control.

✓ Elevated Customer Experience: Provide your clients with a seamless, branded experience that enhances satisfaction and loyalty.

✓ Powerful Perks*: Unlock additional features like Ticket Mining for free upsell identification, Perk Balance for firm rewards, and AutoPilot for automated firm management.

(*When Available)

Key Features

  • Branded Experience: White Label your firm's interface, ensuring a consistent and professional client experience across all touchpoints.

  • Ticket Mining: SAM can automatically identifies upsell opportunities for business advisory services, driving more revenue with less effort.

  • Perk Balance: Receive a 10% reward on total ticket fees for tax return preparation, which can be used towards future tax return services.

  • AutoPilot: Alleviate your workflow and take a vacation. Better yet, you can retire and retain your firm as a cash producing asset, with or without you.

  • Payment Gateway: Ensure timely payments by requiring clients to pay through the secure payment portal before work begins, reducing AR and WIP.

  • Custom Permissions: Set up customizable permissions to allow different employees within the firm to have specific responsibilities, controls, and viewership.

How It Works

  • Step One

    Login/Signup

  • Step Two

    Click “White Label”

  • Step Three

    Send request to SAM

  • Step Four

    Set up firm branding

  • Step Five

    Set up engagement letters

  • Step Six

    Add customers and invite them to your portal (Messaging will have your firm’s branding)

  • Step Seven

    Once your clients accept, they’re added and ready to go

  • Step Eight

    You may adjust fees per client once they are added

Ready to elevate your firm?

FAQs

  • White Label is SAM Technology’s proprietary software platform designed to integrate into accounting firms, offering enhanced customer experiences, streamlined workflows, and powerful built-in features like Ticket Mining, Perk Balance, and AutoPilot.

  • White Label includes a built-in file management system that allows clients to securely submit source documents through a bank-grade secure pipeline, speeding up the process and ensuring accuracy.

  • Perk Balance is a reward system where firms receive a 10% credit on the total ticket fees for tax return preparation. This credit can be applied towards future services through SAM.

  • Yes, White Label allows firms to customize fee options and the payment gateway to reflect their billing and business model. Clients are required to pay before work begins, reducing accounts receivable and work in process.

  • White Label uses bank-grade security protocols to protect client documents and payment information, ensuring that all data is handled with the highest level of security and confidentiality.

  • Yes, SAM's White Label platform is fully customizable to reflect your firm's branding, ensuring a seamless and professional experience for your clients. You can customize the interface, payment options, and client communication to align with your firm's identity.

  • White Label allows you to set up customizable permissions for different employees within your firm. You can control access to specific features, documents, and client information, ensuring that each team member has the appropriate level of responsibility and viewership based on their role.

  • White Label includes an integrated payment gateway that requires clients to pay the firm’s fee before any work begins. This ensures that your firm receives payment upfront, reducing accounts receivable and work in process, and improving cash flow.