SAM Connect vs Yieldz Wallet

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!

Private markets, on your terms. Yieldz puts private company investing in your pocket. Accredited investors can discover, review, and invest in equity, debt, SAFEs, and fund offerings, directly with the companies raising capital. ONE ACCOUNT. EVERY OFFERING. Complete identity and accreditation verification once, and you're ready to invest across the platform. You won't repeat paperwork for every deal. With your consent, issuers can rely on your Yieldz verification, which is refreshed periodically to stay current. STRAIGHT TO THE SOURCE When you invest, your payment goes directly from your wallet to the issuing company. Yieldz never holds your funds, is never in the flow of money, and takes no cut of your investment. YOU STAY IN CONTROL Every account comes with a multi-chain wallet secured by two-party key signing. One key share lives on your device and one with the platform. Nothing moves without your approval, and Yieldz can't move your assets without you. Hold and manage Bitcoin, Ethereum, and USDC on Bitcoin, Ethereum Mainnet, Base, BNB Chain, Polygon, Arbitrum One. The wallet is open to everyone. Investing is open to verified accredited investors. WHAT YOU'LL FIND Equity and debt offerings from private companies SAFEs (Simple Agreements for Future Equity) Fund interests (some funds have additional eligibility requirements) Every offering is reviewed against Yieldz listing standards before it goes live. A listing is not an endorsement or recommendation. INVESTING, SIMPLIFIED Browse offerings and read the full documents in the app Invest with stablecoin, directly with the issuer Receive your securities immediately or within the disclosed delivery window Track your holdings and positions anytime BEFORE YOU INVEST Private company investing is different from public markets. These investments are speculative, illiquid, and restricted. They're subject to a holding period, typically at least one year, during which they can't be transferred, and there's no public market to sell them. Invest only what you're prepared to hold long-term, and understand that you could lose your entire investment. Investing is available only to verified accredited investors in offerings made under SEC Rule 506(c) of Regulation D. These offerings are not registered with the SEC, and the SEC has not approved them. Investments are not FDIC or SIPC insured. Not available in all jurisdictions. Yieldz is a technology platform. It is not a registered broker-dealer, investment adviser, or trading system (ATS). Yieldz does not provide investment advice, hold customer funds, or guarantee any return.