For CPAs & Accountants

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 hrs back per client, every tax season

What your client hands you

A sorted, categorized ledger — not a bag of paper
A Year-End Packet mapped to every Schedule C line
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 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.

Year-End Packet — CPA Mode

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

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

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? Join the early-access list — we'll set you up in the partner program and walk you through how referrals work.

Become a Partner → Try it yourself free

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 — join the early-access list 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.

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.

Referrals are part of early access — we'll walk you through them when you join. Or try DeductSam free.