SAM for CPA Firms
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.
The Problem
Every accounting firm wants AI for tax prep, reconciliation, and client reporting. But cloud AI creates unacceptable risks:
- Client tax returns and financial statements uploaded to third-party servers
- SSNs, EINs, and bank account data exposed to vendor infrastructure
- Cloud-provider retention and training policies vary and require review
- Peer Review compliance requires demonstrable data controls
- Potential violation of AICPA Code of Professional Conduct Rule 1.700
The SAM Solution
SAM is a local-first AI assistant that runs on a Mac mini in your office. Your client data stays on your hardware:
- Tax returns and financials read locally — never uploaded anywhere
- Local LLMs handle routine analysis with zero internet exposure
- QuickBooks integration pulls data directly — no cloud middleman
- Hardware-attested security via Apple Secure Enclave
- Complete audit trail satisfying Peer Review requirements
Built for Accounting Compliance
SAM's architecture is designed to satisfy the regulatory and professional standards that govern accounting practice.
AICPA Professional Conduct
Rule 1.700 requires confidentiality of client information. SAM supports local processing and documented service boundaries that the firm can configure as part of its complete confidentiality and vendor-risk program.
Peer Review Compliance
Demonstrate to reviewers that your technology stack maintains client data controls. SAM's audit trail shows exactly what was accessed, when, and by whom.
State CPA Board Rules
Most state boards require safeguards for client financial information. Local-first processing with hardware attestation exceeds the standard of care.
What SAM Does for Your Firm
Skills built specifically for accounting practice management.
QuickBooks Integration
Pull P&Ls, balance sheets, AR reports — date-ranged, multi-company, on demand.
Tax Document Analysis
Review returns, flag discrepancies, compare year-over-year — all processed locally.
Client Reporting
Generate monthly financial summaries, KPI dashboards, and management reports.
Reconciliation
Automate bank reconciliation, identify discrepancies, flag unusual transactions.
Client Communication
Draft engagement letters, follow-up on missing documents, manage deadlines.
Deadline Management
Track filing deadlines, extension dates, and estimated payment schedules with owner-reviewed reminders; professional verification remains required.
The Cost Advantage
Cloud accounting AI platforms charge per-user fees and send your client data to their servers. SAM eliminates both problems.
Ready to Modernize Your Practice?
See how SAM works for accounting firms. Schedule a demo with a Click IT specialist who understands CPA compliance.
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