SAM Technology offers a comprehensive, AI-powered platform designed to streamline operations, enhance client services, and drive growth for accounting professionals. Supported by a network of over 800 U.S.-licensed CPAs and EAs, SAM provides accounting firm solutions tailored to the dynamic needs of Thrive Financial Group’s clients.
Our Services
- Domestic Tax Preparation – Efficient handling of various tax forms, including 1040, 1065, 1120, 1120S, 1041, 706, 709, and 990, with a typical turnaround time of 72 hours or less.
- Tax Planning – Customized strategies ensuring clients save the most. Supported with AI-Ticket mining, advisory upsells are identified without added work.
- Tax Research Projects – Expert assistance on complex tax issues, allowing firms to focus on core activities.
- Platinum Preparers – Access to a select group of our best professionals with a minimum of 10 years of experience, ensuring high-quality deliverables.
- White Label Platform – A customizable client portal featuring secure file management, payment processing, and branding aligned with your firm.
Why Partner with SAM Technology?
- Experienced Professionals – A team of over 800 U.S.-based CPAs and EAs with an average of 19 years of experience.
- Rapid Turnaround – Tax returns typically completed within 72 hours, ensuring timely service.
- Cost Efficiency – Firms can reduce seasonal tax preparation costs by over 50%, enhancing profitability. Expand and scale without the overhead.
- Advanced Security – Bank-grade TLS 1.3 encryption and 256-bit data protection safeguard client information.
- Seamless Integration – The platform integrates smoothly with existing workflows, offering features like Ticket Mining for identifying upsell opportunities.
Thrive Financial Group + SAM Technology: A Partnership Built for Growth
The partnership between Thrive Financial Group and SAM Technology is rooted in trust, innovation, and results. Together, we optimize CPA and EA firms to scale smarter by outsourcing tax returns, unlocking new revenue through advisory, and delivering client-ready work faster than ever. Most importantly, we help firms achieve greater valuations.