SurePrep Transform

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

October 23-25, 2023 | Coronado, CA | #surepreptransform2022

Countdown to SurePrep Transform 2022








Watch the 2021 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 scenic beach-side 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.

2022 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!

David Ben - Creativity Expert and Master Magician

Photograph by Paul Alexander

Keynote Speaker: David Ben

Creativity Expert & Master Magician

David Ben inspires people to strike the word “impossible” from their vocabulary. A master problemsolver, David uses his training as a former tax lawyer, a graduate of the London School of Economics, and
a world-class magician to make perplexing problems in business simply disappear. Learn more about David Ben on his website.

Learning Sessions

Potential CPE Credits

Value-Packed Days

Why Attend?



Thank you to our 2022 Platinum Sponsors!

Boomer Consulting Inc.
taxfyle logo
Wolters Kluwer logo
Thomson Reuters

Thank you to our 2022 Gold Sponsors!

Canon logo
RSM US Alliance International
Infinity Interactive

Thank you to our 2022 Silver Sponsors!

BDO Alliance USA

Questions about the Event?

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