SAM Connect
Tax and Advisory
About
Connect with your CPA firm to track tax returns, upload documents, and chat with your tax professional. Securely make payments and receive personalized tax strategies to maximize savings.
What's New in SAM Connect
6.3.1
June 3, 2026
Added support for Plaid connection
FAQ
How do I get started with SAM Connect?
You need to be invited by your CPA firm to use SAM Connect. Once invited, you can log in using your firm's credentials to access its features.
Is SAM Connect secure for my financial information?
Yes, SAM Connect is designed for secure payments and data handling. It allows you to pay for tax services, deposits, and fees safely and conveniently.
Can I upload documents to SAM Connect?
Yes, SAM Connect features effortless document management. You can scan and upload tax documents in seconds to streamline your tax process.
How does SAM Connect help with tax planning?
SAM Connect offers AI-powered tax plans that provide personalized strategies based on your financial situation to help maximize savings and minimize liabilities.
What devices does SAM Connect support?
SAM Connect is available on iPhone, iPad, and iPod devices, ensuring you can manage your taxes on the go.
How often is SAM Connect updated?
The latest version of SAM Connect is 5.12.1, last updated on December 12, 2025, indicating regular updates to improve functionality and security.
Does SAM Connect have ads?
No, SAM Connect is ad-free, providing an uninterrupted experience for managing your tax and advisory needs.
What is the user rating for SAM Connect?
SAM Connect has a high user rating of 5.0 stars based on 7 ratings, suggesting a very positive user experience.
