Scale Your Practice.
We Handle the Filings. You Keep the Clients.
Empower your firm with a seamless compliance back-office. Partner with Steps to provide white-label business formation, licensing, and BOI reporting—without the administrative overhead.
Partner Types
Our partner program is designed for trusted advisors who want to expand their service offerings and grow their business.
Accountants
Ensure every client starts with a clean slate. We handle the EINs and state registrations so your tax season isn't delayed by filing errors.
Attorneys
Maintain your role as lead counsel while we manage the repetitive documentation and state-level filings that eat up your billable hours.
Business Consultants
Provide end-to-end business solutions from formation to growth, positioning yourself as a complete business advisor.
Resellers
Turn business formation into a turnkey product. Launch your own branded portal powered by the Steps.io infrastructure.
Why Partner With Us?
At Steps Inc., we know that accountants, attorneys, and consultants are trusted advisors who clients turn to for critical business decisions. By partnering with us, you gain a reliable ally that helps your clients launch, license, and grow their businesses with confidence. Together, we make it easier for entrepreneurs to get started, stay compliant, and focus on what matters most—building their future. In turn, you strengthen your client relationships, expand your service offerings, and unlock new revenue opportunities without adding to your workload.
Expand Your Services
Offer clients access to business formation, licensing, and compliance solutions without building the infrastructure yourself.
Protect Your Relationships
Stay their go-to trusted advisor while Steps Inc. handles the heavy lifting, maintaining your client relationships.
Boost Client Satisfaction
Deliver faster, more reliable outcomes that keep your clients happy and coming back for more services.
Access Dedicated Support
Get training, marketing assets, and priority service to ensure your success as a partner.
Co-Branding Opportunities
Showcase your firm alongside our trusted platform to strengthen your reputation and credibility.
Track Your Impact
Monitor your success with our partner dashboard featuring lead and revenue visibility.
Get Started in 3 Easy Steps
Joining our partner program is simple and straightforward. Get started today and begin growing your business.
Register
Sign up for our partner program and complete your profile to get started.
Answer a Few Questions
Set up your account by answering questions about your practice and client needs.
Start Helping Your Clients
Begin offering our services to your clients and watch your business grow.
Our Program at a Glance
Our Partner Program gives you unlimited access to Steps.io's full suite of business formation, licensing, and compliance services at a wholesale price. This means you can seamlessly offer these solutions to your clients under your own brand or as part of your service offering, providing tremendous value without the overhead of building it yourself.
By participating in our program, you can set your own pricing when offering services to your clients, creating a new revenue stream while keeping your clients loyal and away from potential competitors. You control the markup, so every referral or project you manage generates additional income for your business.
Beyond the financial benefits, our program helps you position yourself as a comprehensive resource for business clients. Offering Steps Inc.'s services allows you to attract new clients, deepen existing relationships, and strengthen your reputation as a trusted advisor who can help businesses grow from day one.
Partner Program FAQs
Our partner program is designed for accountants, attorneys, business consultants, and other trusted advisors who work with entrepreneurs and business owners. If you help clients with business decisions and want to expand your service offerings, you're a great fit for our program.
Partners have access to our full suite of business formation, licensing, and compliance services including LLC formation, corporation setup, EIN applications, business licensing, registered agent services, and more. You can offer these services under your own brand or as part of your existing service portfolio.
Partners receive wholesale pricing on all STEPS services, allowing you to set your own markup when offering services to clients. This creates a new revenue stream while providing value to your clients. You control the pricing, so every referral or project generates additional income for your business.
We provide comprehensive partner support including training materials, marketing assets, priority customer service, and access to our partner dashboard. Our team ensures you're fully equipped to offer our services seamlessly to your clients.
Getting started is simple: register for our partner program, complete a brief onboarding process, and start offering our services to your clients. We'll provide all the resources and support you need to succeed from day one.
Yes! We offer co-branding opportunities that allow you to showcase your firm alongside our trusted platform. This helps strengthen your reputation as a comprehensive resource for business clients while maintaining your brand identity.
Our partner dashboard provides complete visibility into your leads, referrals, and revenue. You can track your impact, monitor client satisfaction, and see how our partnership is growing your business.
STEPS combines technology with expert support to deliver faster, more reliable outcomes. Our platform handles the heavy lifting while you maintain your role as the trusted advisor. We're committed to helping you strengthen client relationships and grow your business.