SAM Connect

Your CPA firm has invited you to use SAM Connect—your all-in-one tax app! No need to sign up on your own—simply log in with your firm’s invite to track your return, upload documents, chat with your tax pro, and make payments securely and effortlessly.
AI-Powered Tax Plans – Get personalized tax strategies tailored to your financial situation, helping you maximize savings, minimize liabilities, and save time on tax prep.
Say goodbye to tax stress! SAM Connect puts everything you need to manage your taxes in the palm of your hand. Whether you're filing a simple return or need expert guidance, SAM makes it effortless. Get organized, stay informed, and take control of your financial future today.
Key Features:
Seamless Firm Connection – Easily connect with your CPA firm and access expert tax services from anywhere.
Effortless Document Management – Scan, upload, and organize tax documents in seconds for a smooth tax process.
Stay in Touch with Your Tax Pro – Chat, leave notes, and request changes anytime—no emails or calls needed.
Track Your Return & Plan – Get a real-time view of your tax return progress and financial planning details.
Fast & Secure Payments – Pay for tax services, deposits, and fees with ease—safe, simple, and convenient.
Invited by your firm? Download SAM Connect today and simplify your tax experience!