# SAM Connect — Tax and Advisory

> Tax and advisory app for clients to connect with their CPA firm. (iPhone/iPad app by SAM Technology LLC.)

- Source: https://appshunter.io/ios/app/sam-connect/id6741929903 (this page in markdown: same URL + `.md`)
- Developer: [SAM Technology LLC](https://appshunter.io/developer/1582552887)
- Category: Finance, Productivity
- Price: Free
- Rating: 5.00/5 from 7 App Store ratings
- Age rating: 4+
- Requires: iOS 15.1 · 48 MB
- Languages: English
- Released: 2025-02-17
- Data updated: 2026-06-07
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/sam-connect/id6741929903/reviews.md

## What is SAM Connect?

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!

## Key features

- Seamless firm connection
- Effortless document management
- Chat with tax pro
- Track tax return progress
- Secure payments
- AI-powered tax plans


## Frequently asked questions about SAM Connect

### 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.

## Version history (last 5 releases)

### 6.3.1 — 2026-06-03

Added support for Plaid connection

### 5.12.1 — 2025-12-12

Bug Fixes
Security Updates
Visual Updates to Match Web App

### 5.11.1 — 2025-11-18

Bug fixes

### 5.5.1 — 2025-05-23

Net Worth Snapshot – Understand your overall financial health with a clear view of your assets and liabilities.
Liquidity Estimator – Quickly calculate how much cash you have access to right now.
Tax Savings Insights – Discover how much you could save on taxes with personalized estimates.

### 5.3.2 — 2025-03-13

Bug Fixes

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-07.*