SAM

Robo-Advisors & Wealth Management

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This unified operating system transforms tax, wealth management, and estate planning workflows into ongoing advisory revenue by combining AI-driven automation with licensed professionals, built for CPA firms, RIAs, and insurance networks.

Its capabilities include a network of U.S.-based licensed preparers, rapid 72-hour tax return turnaround, onboarding and white-glove support, a marketplace, outsourced tax preparation and research, advisory services, secure client portals, and seamless integration with popular tax software, all designed to alleviate capacity constraints, improve quality and consistency, and grow profitability for firms of all sizes.

SAM can be found in Robo-Advisors & Wealth Management categories.

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SypraSAM Verified profile Promoted → iFind TaxPro →

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SAM Main Features

• Auto-Pilot
  Let our system handle routine tasks so you can focus on important work.
• White Label
  Use our services under your own brand name to keep your business identity.
• Platinum CPA
  Work with top-quality CPAs who have a lot of experience and knowledge.
• Tax Planning
  Plan taxes effectively to save money and avoid problems for your clients.
• Supported Onboarding
  Our team will guide you through the setup process to get started easily.
• Tax Research Projects
  Access expert help for tax research to find the best solutions for your clients.
• A Network of Expertise
  Our preparers have diverse skills and can handle special tax situations.
• U.S.-Based CPAs and EAs
  All our preparers are licensed in the U.S. and ready to help with any workload.
• On Demand Tax Preparation
  Get help with tax preparation whenever you need it, making your work easier.
• White Glove Customer Care
  We offer dedicated support to help you with any challenges you face.
• 72 Hour Turn Around on Tax Returns
  We aim to complete tax returns within 72 hours for quick service.
• Constant Quality of Life Improvements
  We regularly update our services to make your experience better.

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SAM Alternatives

SypraSAM

Verified profile

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