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Allinial Global

SurePrep has been an Allinial Global Strategic Partner since 2014

Our partnership with Allinial Global

We’ve been building relationships with Allinial Global member firms since SurePrep was founded in 2002, and we’ve been an Allinial Global Strategic Partner since 2014. At sponsored Allinial Global events, through webinars, and face-to-face meetings we use a consultative approach to improve the efficiency and profitability of your tax practice. Through our partnership with Allinial Global we are able to offer special software discounts to member firms.

Interested in joining Allinial Global? Learn more about Allinial Global on their website.

To discuss an association discount for your firm, contact sales.

Contact Sales

Are SurePrep solutions right for your firm?

There’s an easy way to find out. Our simple, 5-question fit assessment tool will determine whether your tax software, firm structure, and goals are compatible with SurePrep solutions. You’ll receive an instant compatibility report with personalized product details.

Upcoming event sponsorships

Summit Conference
November 12-15, 2023 in Washington DC

Past events

2018 Firm Management Conference: View of the Beach in Clearwater Beach, Florida


May 24, 2018

This week we attended the 2018 Allinial Global Firm Management Conference in beautiful Clearwater Beach, FL. The conference focused on a few topics: Technologies for Tomorrow, Updated US & Global Economic Forecasts & Firm Roundtables and Surveys. The Technology portion was kickstarted by former White House CIO Theresa Payton and her 2 ½ year task of keeping the White House’s data safe and secure. With her expertise, she discussed current and future data security concerns as it relates to business. On day 2, Alan Beaulieu of ITR Economics discussed some of the recent tax and trade changes under the Trump Administration and how that has affected the current economy and his forecast for the next few years. By his calculations, 2019 should see the economy take a small dip and 2020-2022 the economy should turn upwards. Finally, firms met for management roundtable discussions and to review survey results. The dinner event included live 50s & 60s cover music of Frankie Valli and the Four Seasons.


Contact one of our product experts to ask questions or schedule a one-on-one demonstration.