SAM is an AI-powered tax, advisory, and financial intelligence OS platform transforming how CPA, RIA, insurance, and legal firms operate and scale. Built as a unified operating system, SAM combines real-time IRS and financial data feeds, automated tax preparation, predictive planning, advisory algorithms, and workflow orchestration into one cloud platform. Firms use SAM to transition from transactional tax preparation to high-margin, recurring advisory revenue—reducing labor costs, improving accuracy, and unlocking scalable growth.
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Last round details
Name
Dec 2024
Date
Total Funding
$2.73
Issue Price
$125.2M
Valuation
Private SPV
Investors
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