For Tax Professionals & Software Firms

Let's show you what AI-native tax prep looks like.

A 30-minute walkthrough of the preparer workspace, AI extraction engine, and white-label deployment options for your firm. Tell us a bit about your operation and we'll tailor the demo.

Tell Us About Your Firm

Firm Name *

Your Name *

Work Email *

Phone

Firm Size

Current Tax Software

EFIN (Optional)

Partnership Tier of Interest

What are you hoping to solve?

We'll never share your information. Demos are scheduled within 1 business day.

What You'll See

1

Live AI Document Extraction

Drop a W-2 or 1099-B — watch SteppinAI extract every field in seconds, with confidence scores per data point.
2

Preparer Workspace Walkthrough

See how returns move from intake → review → e-file. Click through a real 1040, S-Corp, and multi-state scenario.
3

White-Label Configuration

Live demo of branding, domain, and tenant setup — see your firms portal in under 5 minutes.
4

Pricing & Onboarding

Transparent per-return / per-firm pricing. Migration support, training, and go-live timeline laid out clearly.

Questions before booking?

Email contact@steppinstonetax.com
Call (951) 257-8282

Let's show you what AI-native tax prep looks like.

Ready to get your taxes done right?