SAM Connect
Tax and Advisory
Free · Designed for iPad
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!
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Bug Fixes
Security Updates
Visual Updates to Match Web App
The developer, SAM Technology LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
- Financial Info
- Contact Info
- User Content
- Identifiers
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- SAM Technology LLC
- Size
- 41.6 MB
- Category
- Finance
- Compatibility
Requires iOS 15.1 or later.
- iPhone
Requires iOS 15.1 or later. - iPad
Requires iPadOS 15.1 or later. - iPod touch
Requires iOS 15.1 or later. - Mac
Requires macOS 12.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2025 SAM Technology LLC