The Modern Tax Stack
Drake, Lacerte, and CCH were built 20+ years ago.
SteppinAI was built from the ground up around how a real preparer's brain works. AI reads every document, surfaces every deduction, runs every validator, and assembles every form — leaving your staff free to do the work that actually requires a human.
AI Is the Preparer
SteppinAI extracts data from every doc, computes every form, validates every return. Your staff reviews — not types.
White-Label Ready
Run it under your firms brand, your domain, your logo. Clients see your firm — the AI does the heavy lifting behind the scenes.
Multi-Tenant Architecture
Every firm gets isolated databases, isolated storage, isolated client portals. Your data is yours alone.
Full 1040 + Entities + 50 States
Individual, S-Corp, C-Corp, Partnership, Estate, Trust. All 50 states. Multi-state, part-year, full-year — handled.
A2A E-File Pipeline
IRS MeF Application-to-Application submission. Direct e-file at scale — no third-party transmitter, no per-return fees stacking up.
Built for Volume
Designed to handle 10 returns or 10,000. Auto-scales with your firm. No per-seat license bloat — pay for what you file.
Who It's For
Three ways to partner with us.
Whatever stage you're at — solo preparer, growing firm, or established software company looking to add AI — there's a partnership tier that fits.
Tier 1
Solo Preparer / Small Firm
Use SteppinAI as your full tax software. Drop in your EFIN, onboard clients, prepare returns. Replace Drake/TurboTax-Pro/UltraTax entirely.
- ✓ Full preparer workspace
- ✓ Client portal included
- ✓ AI extraction + review
- ✓ Per-return pricing
MOST POPULAR
Tier 2
White-Label for Mid-Size Firms
Your brand, your domain, your firm identity. SteppinAI runs underneath — clients see only you. Includes multi-preparer staff workspace and full firm-admin controls.
- ✓ Everything in Tier 1
- ✓ Custom domain + branding
- ✓ Multi-preparer staff portal
- ✓ Bank product integration
- ✓ Volume pricing
Tier 3
Software / Enterprise License
License the SteppinAI engine to power your own tax software product. API access, embeddable AI extraction, custom integration support.
- ✓ Full REST API
- ✓ AI extraction endpoints
- ✓ Validator + form engines
- ✓ Dedicated support
- ✓ Custom pricing
Platform Capabilities
Everything a modern firm needs.
SteppinAI ships with the full set of tools your firm uses every day — already integrated, already validated, already production-ready.
AI Document Extraction
W-2, 1099, K-1, 1098, mortgage statements, brokerage 1099-Bs, crypto exchange exports — 58+ document types. Highest-accuracy OCR + AI verification.
Full Form 1040 + Schedules
All 1040 schedules, all major credits, all states. Built from the IRS schema — every element, every order, every validation rule.
Entity Returns
1120 (C-Corp), 1120-S (S-Corp), 1065 (Partnership), 1041 (Estate/Trust), 990 (Nonprofit). Multi-owner, multi-state, K-1 generation included.
IRS MeF E-File (A2A)
Direct Application-to-Application e-file with the IRS. ATS-certified. No third-party transmitter fees. EFIN 337304.
HITL Validation Engine
Human-in-the-Loop checkpoints at every critical decision. 160+ validators run on every return before XML submission.
SSN Vault (AES-256)
Bank-grade encryption for every PII field at rest and in transit. SOC 2 architecture from day one.
Authorizations Center
Form 8821, 2848, 7216, 4506-T, 8655, Form 56 — and 50-state POA forms. Cryptographic PAdES signatures included.
Multi-Tenant by Design
Each firm gets isolated DBs, isolated storage, isolated client portals. Sovereign data — never shared, never co-mingled.
Bank Products
SBTPG, Republic Bank, Refund Advantage integration. Refund advances, RTs, e-collect — handled inside the workflow.
Trust & Compliance
Built to IRS standards.
Compliance isn't a feature we bolted on — it's the foundation of the platform. Every spec, every form, every workflow is designed around the rules your firm answers to.
IRS Authorized E-File
EFIN 337304 · ETIN 13195 · PTIN P01576964. ATS-certified, MeF-production-ready, A2A pipeline live.
IdenTrust IGC Cert
IRS-approved digital identity certificate installed. Hardware-backed signing for every transmission.
AES-256 Encryption
Every SSN, ITIN, EIN encrypted at rest in our SSN Vault. TLS 1.3 in transit. No PII ever in logs.
Data Sovereignty
Your firm's data lives in your tenant. No co-mingling. No training on your clients. Export anytime, no lock-in.
Audit Trail Everywhere
Every action, every change, every keystroke on tax data is logged with full provenance. Defensible by design.
PAdES Cryptographic Signatures
Tamper-detection on every signed PDF. RSA 4096 root CA, per-client RSA 2048 signing keys. AATL on the roadmap.
The platform Steppin Stone Tax runs on every day.
We don't just sell software — we eat our own cooking. Every feature in SteppinAI is battle-tested on real client returns inside our own firm before it ships to partners.
160+
Validators per return
58+
Document extractors
50
States supported
20/20
ATS scenarios passing
Ready to see what AI-native tax prep looks like?
We'll walk you through the preparer workspace, the AI extraction engine, and how a white-label deployment would work for your firm — usually in 30 minutes.
Questions? Email contact@steppinstonetax.com or call (951) 257-8282