2021 Highlights

SurePrep Transform 2021 kicked off with an evening of fun and drinks at the Pasea Hotel and Spa’s beautiful slice of California coast.

Monday began with opening remarks from SurePrep President and CEO, David Wyle, who spoke on the future of the tax and accounting industry. His remarks were followed by a raucous round of entertainment by Owen Morse and Jon Wee of The Passing Zone. After an immersive day of sessions and roundtables, attendees wrapped up the night on the lawn and terrace that overlook the beach. There was live music, games, good food, and great company.

Throughout Monday and Tuesday, SurePrep Transform hosted sessions and roundtables on a range of topics. These included SurePrep’s innovations in AI and Machine Learning, best practices, a new virtual learning experience, product roadmaps, ways to improve the client experience, and seasoned user-focused panels. Our sponsors put on exhibits and learning sessions that provided excellent opportunities for attendees to discover new technologies and refine their practices. Networking opportunities flourished with a fantastic turnout and lively roundtable discussions.

We are thankful to all our attendees and sponsors who made the event a success. Transform is an environment dedicated to learning, networking, and honing our skills and technologies. The feedback and innovative ideas we received are an invaluable contribution to our roadmap. As we grow, we want you to grow with us.