SAM+: Client Facing Support API for the SAM Marketplace
Say goodbye to A/R, WIP, and clunky source document management.
Introducing SAM+, a new support tool that is white-labeled to your firm’s branding, providing a seamless bridge between your clients and SAM.
Meet SAM+
An innovative new way for CPA firms to better manage their clients.
Simply import your customer list into SAM, and they will receive easy to follow instructions on how to connect directly to your firm, through SAM+. All you need to do is set your logo, branding colors if desired, and ticket fee rate for your clients.
We take care of the rest by:
Creating a better client experience on your behalf with our file repository.
Eliminating accounts receivable and work in process with our built-in payment gateway.
Creating more business advisory opportunities by connecting the SAM Marketplace.
Preventing your key staff members from potentially poaching clients as they are embedded and trackable via our platform.
Establishing a future-forward platform on behalf of your firm, for your clients.
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Now is your chance to enjoy what SAM has to offer and prepare for the future.
SAM+ is just one other innovative feature on our roadmap to create a comprehensive marketplace for CPA firms. Don’t delay, schedule a free demo today to experience how SAM and SAM+ can modernize your CPA firm and position you for the next chapter of success.