SurePrep Transform

An exclusive training experience on the end-to-end digital tax preparation process.

October 22-24, 2023 | Phoenix, AZ | #surepreptransform2023

Countdown to SurePrep Transform 2023








Watch the 2022 Highlights


SurePrep Transform is an immersive 3-day conference on the latest technological advancements in digital tax return preparation.

Sessions will cover advanced digital tax return preparation topics with a practical focus on actionable steps. Participants will learn how to leverage the latest advancements in automation, implement best practices, and adapt to the future. Between sessions, the amenity-rich hotel provides ample opportunity to connect with like-minded professionals.

Artificial Intelligence and Machine Learning are fueling digital disruption in the 1040 space. See the latest product demos and attend Q&As with innovators. The strategic insights you gain at SurePrep Transform will help your firm foster growth, overcome staffing shortages, and streamline workflows.

2023 Speakers

SurePrep Transform will feature thought leaders in the tax and accounting space, in addition to client success panels, roundtable discussions, and in-depth explorations of the product roadmap with CEO David Wyle.

Sessions will focus on ways to harness the power of technology to streamline tax season for your firm and your clients. Topics include strategies for change management and process improvement; ways to leverage emerging AI-driven technologies; and best practices to maximize efficiency for firm administrators, preparers, and reviewers.

View the agenda for speaker and session information!

Diana Kander

Keynote Speaker: Diana Kander

New York Times best-selling author and innovation consultant

Diana Kander has spent her career challenging assumptions and asking big questions – what kind of culture needs to exist in an organization to ensure innovative ideas and practices? How has Snoop Dogg continued to innovate decade after decade to stay relevant to the next generation? What causes name brands to lose relevance with their customers and go out of business? A serial entrepreneur who entered the United States as a refugee at the age of 8, she has launched and sold millions of dollars’ worth of products and services. Her first book, All In Startup, has been used by over 100 universities in their innovation courses and countless large organizations to help their employees think more like entrepreneurs. Her second book, The Curiosity Muscle walks readers through a methodology to keep curiosity alive and thriving inside of an organization, ultimately, future-proofing the business.

Learning Sessions

Potential CPE Credits

Value-Packed Days

Why Attend?



Thank you to our 2023 Platinum Sponsors!

taxfyle logo

Thank you to our 2023 Gold Sponsors!

Infinity Interactive
Entigrity logo
Suralink logo
techguru logo
Three Crowns Marketing

Questions about the Event?

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