Get started free
For CPAs & Accountants

Your clients arrive prepared. You focus on strategy.

Clients who use DeductSam arrive with organized records instead of a shoebox of receipts — Schedule C line mappings, a documentation grade, and audit-risk flags, ready before your first meeting.

What changes for your practice

Your clients do the work ahead of time. You bill for insight, not data entry.

Free the Year-End Packet, on every plan
What your client hands you
  • A sorted, categorized ledger — not a bag of paper
  • A Year-End Packet mapped to Schedule C lines
  • A receipt-coverage grade + audit-risk flags, already done

They categorize all year and capture receipts the moment they buy — so you bill for insight, not data entry.

Packets built for Schedule C

Each client can generate a Year-End Packet that maps each expense category to its Schedule C line, grades receipt documentation, and flags audit risk items — formatted for a tax preparer.

Partner program

Partner program coming soon — get in touch.

Year-End Packet — CPA Mode

What lands in your inbox

Every DeductSam user can generate a CPA-mode Year-End Packet — free on every plan — 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 estimate due dates and an SE tax estimate
2026 Year-End Packet
Schedule C — Total deductions $24,810
Receipt documentation grade A
Audit risk flags 2 medium
Estimated SE tax liability $8,230
1099-NEC threshold warnings 0

Partner with DeductSam

Partner program coming soon — get in touch.

Get in touch → Try it yourself free

Frequently asked

Is DeductSam a replacement for a CPA?

No. DeductSam is an expense and record-keeping tool that points out deductions your client may qualify for, 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.

Is there a partner program?

Partner program coming soon — get in touch.

Can I access my client's DeductSam account?

Yes. Any Pro subscriber can add an accountant — accountant seats are always free: 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.

Early access

Be first to the DeductSam CPA dashboard.

One dashboard for your whole book — every DeductSam client's sorted ledger, Schedule C packet, and audit-risk flags in one place. Join the early-access list and we'll email you when your cohort opens.

You're on the early-access list — we'll email you when your cohort opens. Thanks for your interest.

Partner program coming soon — get in touch. Or try DeductSam free.