Transform Overview

The who, what, where, when, and why

Why Attend?

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.

Who Should Attend?

SurePrep Transform will include valuable content for Partners, Managers, Administrators, IT, and the SurePrep Champions in your office.

SurePrep Transform attendees

2022 Attendees

If you’re looking to network with the industry’s best and brightest, this conference attracts top talent every year!

  • Principal/Partner/Director – 30%
  • Tax Technology Leader – 6%
  • Tax Manager – 36%
  • Tax Associate – 15%
  • Administrators – 13%




Tax Manager


Tax Associate




Tax Tech Leader

Featured 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!


Sunday, October 22nd-Tuesday, October 24th


    Schedule and itinerary coming soon.

Keynote Speakers


General Sessions

  • SurePrep Roadmap
  • What’s New in AI and ML


Learning Sessions

Learning sessions will include product-related sessions geared towards the admin user, new user, or experienced user. Sessions will share best practices, tips and tricks as well as what’s new with SurePrep products.


Panel Discussions

Panel discussions will provide opportunities for attendees to hear from other users how they have transformed their tax practices using technology, how they have addressed change management, and how they have transformed the client experience.



Roundtable discussions will provide opportunities to sit and discuss with like-kind users’ success stories with how they have adopted and adapted to SurePrep technologies, and how firms have addressed challenges with adding technologies or changing technologies.


Networking Events

  • Cocktail reception
  • Social event
  • Networking breaks

SurePrep LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional eduction on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:


Location & Transportation

Which airports are most convenient?

The Phoenix Sky Harbor International Airport is 12 miles from the Sheraton Grand. Phoenix-Mesa Gateway Airport is 25 miles from the resort.

Does the hotel offer an airport shuttle to and from the airport?

The Sheraton Grand does not offer a shuttle to the airport, however, Uber and/or Lyft are excellent options.

Does the hotel provide parking?

The Sheraton Grand provides complimentary on-site parking to its guests. Valet parking is offered for $22/day.

Event Details

How much does the event cost?

Early Bird:                       July 31, 2023 $699

Regular pricing:             Aug. 1 – Sept. 29, 2023 $949

Registration closes:      Sept. 29, 2023

Will CPE credits be issued?

Yes, CPE will be issued for attendance at Transform.

Field of Study: Technology
Prerequisites: None
Advanced Preparation: None
Delivery Method: Group Live
Number of Credits: 10-16
Knowledge Level: Basic

Does registration include accommodations and/or travel?

No, however, attendees may reserve rooms at discounted rates in our block by clicking here. Airfare and/or other travel arrangements are the responsibility of attendees.

May I arrive earlier and/or depart later than the dates of the event?

Our venue has generously allowed us to offer discounted room rates using our registration link. Should you choose to stay for a longer period of time, please inquire with the hotel directly regarding pricing. They may be reached at +1 602-225-0100.

Are meals included in the price of registration?

Absolutely! Your registration cost will include the following dining experiences during the conference:

Sunday:     Hors d’oeuvres and Cocktails (Welcome Reception)

Monday:     Breakfast, Mid-Morning Refreshment, Lunch, Dinner

Tuesday:     Breakfast, Mid-Mornin Refreshment, Lunch

Please see the agenda for more information.

Will I receive updates to the agenda?

Attendees will receive updates and important information via the email provided at the time of registration. Should you need to change the email provided, please contact Cathy Foley via email.

Will I receive a recording of all the sessions?

Session recordings (where available) and/or other presentation materials will be shared with attendees following the event.

What is the dress code for the event?

Business or business casual attire is appropriate for both the conference sessions and the social events. We recommend that attendees dress for desert climate, with a light sweater for any potentially chilly hotel meeting rooms. 

Is there an event app for SurePrep Transform?

Yes, access to the app is planned for early September.

What is the complaint resolution policy?

For more information regarding administrative policies such as complaints, please contact Dawn Theisen at 800-805-8582.

What is the refund policy?

Cancellations before September 22, 2023 will receive a full refund of their registration fees. In addition, if the event is canceled for any reason, all attendees will receive a full refund.

Amenities & Activities

What is the weather like in Phoenix in October?

The forecast indicates the average daily high is 93 degrees, while the average low is 73 degrees.

Is a golf outing part of the agenda?
The agenda for SurePrep Transform 2023 is coming soon. However, the Sheraton Grand has a golf course on-site. You can find information on golfing at the resort here.
Is the hotel pet friendly?

Pets are not allowed at the Sheraton Grand. Only service animals are permitted. Please see the Sheraton Grand’s page for additional information regarding pet policies.

Does the hotel offer ADA accommodations?

Yes. For specific information on the resort’s accessibility, visit their rooms page.

For more information about the physical features of our accessible rooms, common areas or special services relating to a specific disability please call +1 602-225-0100

Is there a spa at the hotel?

Yes, the hotel offers the Aji Spa & Salon. please see their spa page for more information and to make reservations.

What are some notable attractions in the area?

Please see Location for information about Phoenix, Arizona, and its surroundings.

Questions about the Event?

Send us a message.

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