Your clients entrust you with their most sensitive financial information. Cloud AI puts that trust at risk. SAM runs on your hardware, in your office — tax returns, financial statements, and client data never leave your possession.
Every accounting firm wants AI for tax prep, reconciliation, and client reporting. But cloud AI creates unacceptable risks:
SAM is a local-first AI assistant that runs on a Mac mini in your office. Your client data stays on your hardware:
SAM's architecture is designed to satisfy the regulatory and professional standards that govern accounting practice.
Rule 1.700 requires confidentiality of client information. SAM keeps all client data on your hardware — no third-party exposure, no vendor risk.
Demonstrate to reviewers that your technology stack maintains client data controls. SAM's audit trail shows exactly what was accessed, when, and by whom.
Most state boards require safeguards for client financial information. Local-first processing with hardware attestation exceeds the standard of care.
Skills built specifically for accounting practice management.
Pull P&Ls, balance sheets, AR reports — date-ranged, multi-company, on demand.
Review returns, flag discrepancies, compare year-over-year — all processed locally.
Generate monthly financial summaries, KPI dashboards, and management reports.
Automate bank reconciliation, identify discrepancies, flag unusual transactions.
Draft engagement letters, follow-up on missing documents, manage deadlines.
Tax filing deadlines, extension dates, estimated payment schedules — never miss a date.
Cloud accounting AI platforms charge per-user fees and send your client data to their servers. SAM eliminates both problems.
See how SAM works for accounting firms. Schedule a demo with a Click IT specialist who understands CPA compliance.
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