Your clients arrive prepared. You focus on strategy.
DeductSam sends you clients with organized data instead of a shoebox of receipts — Schedule C line mappings, receipt coverage grades, and audit risk flags already done before your first meeting.
What changes for your practice
Your clients do the work ahead of time. You bill for insight, not data entry.
2–4 hours back per client
DeductSam clients categorize expenses throughout the year, capture receipts at the moment of purchase, and hand you a sorted ledger — not a bag of paper.
Packets built for Schedule C
Each client can generate a Year-End Packet that maps every deduction to its Schedule C line, grades receipt documentation, and flags audit risk items — formatted for a tax preparer.
Earn with every referral
CPAs who refer clients earn a commission on every paid subscription. One client mention at your annual meeting can build a recurring revenue stream.
What lands in your inbox
Every DeductSam subscriber can generate a CPA-mode Year-End Packet with IRS code references, Schedule C line mappings, documentation grades, and a Sam-written audit risk memo — designed to minimize the back-and-forth between you and your client.
- Schedule C line numbers on every expense category
- Receipt coverage grade (A–D) with gap list
- Audit risk flags with IRS code references
- Income summary, payroll & 1099 totals
- Quarterly tax estimate history and SE tax calculation
2026 Year-End Packet
Partner with DeductSam
Recommend DeductSam to your self-employed clients and earn a commission on every paid subscription. One mention during your annual review meeting can build a meaningful recurring revenue stream — while your clients arrive better prepared year after year.
Ready to partner? Email us at deductsam@gmail.com with "CPA Partner" in the subject — we'll get you set up in the partner program and walk you through how referrals work.
Frequently asked
Is DeductSam a replacement for a CPA?
No. DeductSam is an expense management and deduction-finding tool, not a tax filing service. Sam provides educational guidance — it is not a licensed tax professional. Our goal is to make your clients better prepared when they sit down with you, not to replace that conversation.
How does the referral program work?
When you join the partner program, we'll set up your referral arrangement so credited subscriptions trace back to you. When a referred client subscribes to a paid plan, you earn a commission. Commission and referral details are confirmed when you join — email us at deductsam@gmail.com to get started.
Can I access my client's DeductSam account?
Yes. Core and Pro subscribers can add a team member with an Accountant role — read-only access to all data, Year-End Packets, and expense reports without the ability to edit or delete. Your client grants access from their Settings, and you see their business in your account switcher.
What types of clients benefit most?
Freelancers, independent contractors, gig workers, Airbnb hosts, content creators, real estate agents, and small business owners — anyone who is self-employed and files a Schedule C. If your client regularly shows up with a shoebox of receipts and no mileage log, DeductSam is for them.
Ready to send better-prepared clients?
Email us to join the partner program, or try DeductSam yourself with a free 14-day trial.