A SUREPREP CUSTOMER SUCCESS STORY 1040 T AX WORKP APER STANDARDIZATION INCREASES PRODUCTIVITY Sassetti LLCSassetti LLC Shares Their Firm’s Story Interviewed: Susan Penno, CPA, Partner, Sassetti LLC Stats at a Glance Goals: Improve 1040 tax workpaper standardization, file sharing and staff availability, and offer paper organizer and portal alternatives. Office locations: Oak Park IL, and Napervile, IL Employees: 35 professional and support staff, including 8 partners/principals, and 8 managers Website: sassetti.com Associations: BDO Alliance USA Technology of choice: CCH Axcess Tax, Outsource, 1040SCAN, TaxCaddy, SPbinderHow to streamline 1040 tax workpaper preparation? In 2016, Sassetti was in the midst of merging with another firm and found themselves facing two challenges—

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