Set the Price, Keep the Spread
You pay STEPS for the work and bill your client at your own rate — on formation and on every renewal after it.
Partner Network
One Partner Program.
More Revenue From the Clients You Already Have.
CPAs, attorneys, consultants, and other advisors use STEPS to deliver business formation, licensing, and compliance under their own brand. You set the price on every service and keep the spread.
Why Partner With STEPS
Your Clients. Your Brand.
Your firm's brand is on the client-facing work, and we never market or sell to your clients.
No New Systems to Build
Formation, licensing, registered agent, and compliance all run on STEPS. No new processes, no new hires, no internal expertise to develop.
Your Practice Grows, We Keep Up
New services are added as regulations and client needs change, so your offering keeps pace without you tracking it.
How It Works
From Application to Your First Client
Apply & Get Approved
Tell us about your firm and how you want to use STEPS. We'll review your application and determine the right partnership fit. Quick review, usually 1-2 business days.
You Add It to Your Services
Add formation, licensing, registered agent, and compliance to what your firm already offers — priced however you choose.
We Deliver It Under Your Brand
STEPS forms the entities, registers EINs, serves as registered agent, files licenses, and tracks compliance — with your branding on the client-facing work.
You Set the Price, You Keep the Spread
On formation and every renewal after it.
Partner Resources
Compliance Checklist
Know what your clients need to stay compliant.
Partner FAQs
You mark up what you outsource. STEPS bills your firm for the work; your firm bills the client at the rate you set. That applies to formation and to every compliance renewal after it, so the revenue repeats without a new engagement.
No. There's no cost to join and no minimum client volume required to be part of the STEPS Partner Network.
Yes. You can use STEPS across different client segments and service needs within your practice.
You do. Your firm is the client's advisor, and we never market or sell to them. We contact a client directly only when the work itself requires it.
STEPS works the issue on the filing side and keeps you updated on where it stands. STEPS handles formation and compliance administration; your firm remains responsible for any legal or tax advice.
Start With One Client.
Free to join, no minimums, and you set your own pricing. Apply and we'll review within 1-2 business days.