Transform Overview

Welcome and Opening Remarks

Hear from SurePrep’s General Manager who will address what to expect over the next two days and what you need to know about Transform.

Keynote Speaker

What kind of culture needs to exist in an organization to ensure innovative ideas and practices?

The Product Roadmap

The SurePrep Product Roadmap session will enable users to become more efficient and effective when preparing and reviewing tax returns by leveraging the inflight and upcoming enhancements. We will focus on the recent releases as well as new functionalities included within the SurePrep FileRoom, TaxCaddy, APIs, and the Reviewer Dashboard. Attendees will benefit by understanding how these features can be used to drive time savings and how they can incorporate them in their workflow and best practices for TY 2023 and beyond.

Innovation Update

Hear from SurePrep’s  General Manager and Senior Applied Research Scientist about in-progress research and newly released functionality focused on integrating human like intelligence and automation into the SurePrep platform.

Innovation Roundtable

Moderated round table discussion by firm size for a deeper dive into the information shared at the innovation update and product roadmap general sessions, including: 

• Are firms serious about innovation?
• How is your firm adapting through innovation & technology?

Workshop A – Automation

One of the first (and most challenging) steps to automation is to determine where to get started. How has your firm approached developing a list of task or processes to automate? What tasks or processes has your firm automated and what tools/technologies have you leveraged? What have been the biggest accomplishments and challenges you’ve recognized through automation? How has your firm managed the fears/concerns of your team that automation will replace them? How do you strike a balance between automation and maintaining a personalized client experience.

Get Ready with Me: Tax Season Readiness

In this session attendees will walk through the tax season readiness checklist, gain knowledge on training options, and understand the impact of administrative settings on their workflow. Attendees will also, understand changes to proforma items in the tax software to make sure SurePrep has access to the most accurate and up-to-date information.

Driving Success through Automating with TaxCaddy

Participants can see the art of what is possible when using TaxCaddy (include break outs for attendees to discuss amongst themselves).

• Determine the right leverage model for your firm
• Evaluate the Gather process
• Evaluate opportunities to automate Gather tasks
• Automate the Delivery process

Handling K-1s: Turn that frown around with K-1s

K-1s may be one of the drivers why returns are extended so this session will discuss firms best practices of handling K-1s. We will look at when they are received, how firms improved the prep and review process for K-1 reporting of complex and non-complex K-1s. At the conclusion, we will share insights on how the K-1 reclass capability within Leadsheets can improve the experience for firms.

Dueling TaxCaddy – The Taxpayer and Firm Experience

Visualization of the interactions from Tax Professional and Client Experience.

Hear from your Peer

Learn first-hand insights on creative methodologies to address pain points experienced by firms.

Getting It Done Right From the Start

Best Practices for newer users (with less than 3 years of experience) utilizing SurePrep products to overcome hurdles with implementing new software. Listen to client testimonials from newer users on their implementation experience, what they would have liked to know before getting started and what they would have done differently.

Leveraging Leadsheets to Create Efficiencies

Have you or your firm used Leadsheets this year or been a Leadsheet users for many years? If the answer is yes to either of these, then improving your knowledge on how to best leverage Leadsheets and improving your overall knowledge of this product is the session for you! We will explore key capabilities that will improve the efficiency and quality of the preparer and reviewer.

Continuous Improvement – Workflow Workshop

Analyze your firm’s current process through the “Best Practice Lens” with the lessons shared during this session. You will learn how to evaluate opportunities for automation in your firm processes and how your firm can leverage the right people doing the right job and the right time.

Prerequisite: Come with your existing workflow for reference (PDF, Word, or Diagram)

Workshop B – Automation

One of the first (and most challenging) steps to automation is to determine where to get started. How has your firm approached developing a list of task or processes to automate? What tasks or processes has your firm automated and what tools/technologies have you leveraged? What have been the biggest accomplishments and challenges you’ve recognized through automation? How has your firm managed the fears/concerns of your team that automation will replace them? How do you strike a balance between automation and maintaining a personalized client experience.

Preparer Best Practices: SPbinder

In this session attendees will hear from SurePrep Subject Matter Experts on recommended preparation best practices, including how to overcome early adoption struggles and new features. Following this overview, attendees will discuss with their peers ways in which they have developed or adopted SurePrep’s Best Practices.

Advancing Automation with APIs! – A Panel Discussion

Does your firm have an API strategy? Have you implemented or is your firm considering APIs to overcome end-to-end pain points through automation? During this session, gain insights from thought leaders and peers on how they have implemented SurePrep’s open ecosystem through application of APIs to their workflows.

Keynote Speaker

Getting Comfortable with Being Uncomfortable

Become a Reviewer Rock Star

Elevating a Preparers path to a Reviewers journey can be daunting. This workshop will teach new and existing reviewers how to implement consistent best practices and adapt policies to improve the review process and get rid of unnecessary steps.

The Wizarding World of Review Wizards

Review Wizards allows trained members of the firm to review the accuracy of the data captured by OCR and the bookmarking of clients’ source document, prior to exporting the data to your tax software and creating the SPbinder workpapers.  During this session, attendees will learn tips and best practices on how to advance through the Review Wizard process efficiently, while improving the quality of the process.