SafeSend Returns and SurePrep Announce the 2019 Tax Transformation Summit

June 12, 2019


Award Winning Developers Partner to Host Joint User Conference Focused on Innovation in Digital Tax Processes

SafeSend Returns and SurePrep have announced their first joint user conference, the 2019 Tax Transformation Summit. Hosted at the iconic Fashion Island Hotel in Newport Beach, California on November 3-5, 2019. Registration is now open with early bird discounts expiring on July 31st.

The Tax Transformation Summit is an exclusive training experience that focuses on the end-to-end workflow of the tax return process. Accounting firms of tomorrow need to leverage the advancements of automation and understand best practices for improving firm workflow. Participants will be immersed in advanced digital tax topics with practical considerations so that they can adapt for today, and more importantly, tomorrow.

Providing extensive opportunities to learn about digital disruption, review product demos, talk with tax solution experts, and see how the technical aspects of technology can help firms gain strategic insights on growing their practice without the cumbersome challenges of year’s past. Attendees can earn up to 12 CPE via high-quality courses designed to upskill the tax practice.

SafeSend Returns and SurePrep announced integration between their award winning solutions in 2018, leading the innovation of tax return assembly and delivery for the accounting profession. SafeSend Returns, which automates the assembly and delivery process while providing e-Sign functionality and electronic K-1 distribution, is the winner of the 2016 and 2017 Innovation in Tax & Accounting award by CPA Practice Advisor. SurePrep is the leader in 1040 tax automation and the developer of TaxCaddy, the 2017 and 2018 Innovation in Tax & Accounting Finalist. The two products together transform the tax return gathering, assembly and delivery process to ensure forward-thinking firms are truly digital in 2019 and beyond.

Steve Dusablon, CEO of SafeSend Returns, explained why the two companies partnered for the upcoming conference: “There are a lot of events for accounting professionals, but none of them provide a deep dive into the end-to-end tax process and it’s a critical area for firms.” He continued, “There are game-changing automation tools that practices can leverage to transform historically tedious processes, and we are dedicated to moving the needle on digital tax workflows.”

David Wyle, CEO of SurePrep, added “For years we have had client requests to hold a user conference. After releasing our tight integration with SafeSend Returns, it only made sense to combine our domain knowledge and host an event unlike any other. We are excited to deliver an educational experience that will truly transform the tax practices of forward-thinking firms.”

About SafeSend Returns 
SafeSend Returns, a cPaperless product, is the winner of the 2016 and 2017 CPA Practice Advisor Magazine’s Technology Innovation award. Providing easy-to-use software for CPAs, the company has redefined the way accounting firms assemble and deliver tax returns to their clients. SafeSend Returns eliminates the manual and physical delivery of tax returns prepared in CCH® Axcess™, CCH® ProSystem fx® and Thomson Reuters UltraTax CS® saving firms $40 per return. For more information, visit

About SurePrep 
Founded in 2002, SurePrep is the leader in 1040 tax automation for CPA firms. We deliver seamless integration with your existing tax software to automate and streamline the entire 1040 process for both the taxpayer and CPA. Our solutions are used by nearly 23,000 tax professionals ranging from Big 4 firms to sole practitioners to reduce administrative costs, automate workpaper preparation, maximize review efficiency and improve client service. To learn more about how SurePrep benefits tax professionals, visit ###

Greg Pope 
VP of Marketing 
SurePrep, LLC 
(949) 863-2008

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