Built for Accounting Professionals
Your clients deserve accuracy. Every time.
Stepscale automatically validates financial documents and submissions so your team can focus on advisory work, not data entry corrections.
THE PROBLEM
Mistakes cost client trust.
Stepscale catches every inconsistency in your tax returns, audit workpapers, and financial statements before they reach your clients.
73%
of organizations fail document audits due to missing, incomplete, or improperly filed records.
91%
report that poor data quality is harming operational efficiency and overall performance.
AUDIT PREPARATION
Submit workpapers clients review with confidence.
One wrong number can stall an audit or create time-consuming rework. Stepscale cross-references projects financial statements, schedules, and supporting documents automatically so nothing slips through.
Automated cross-referencing
Instantly surfaces conflicting numbers between your general ledger, trial balance, financial statements, and supporting schedules across every file in your project folder.
Client-Ready Submissions
Every workpaper goes out polished. Stepscale proofreads every client-facing document for calculation errors, stale assumptions, and inconsistent line items before it leaves your desk.
"Stepscale has completely transformed the way we work. It's like having an extra team of analysts working around the clock, letting us focus on strategy instead of spreadsheets."
Mark MacGregor
ARM Capital Advisory
COMPLIANCE & DEADLINES
Deadline and deliverable tracking across every client engagement
Tax compliance deadlines, audit schedules, and document expiry dates across multiple clients are easy to miss. Stepscale scans your inbox and meeting notes to identify upcoming deadlines and flags them before they slip.
Engagement Tracker
One place to see all active engagements: due dates, deliverable checklists, and status at a glance. Stepscale flags approaching deadlines and expiring items and surfaces them in the tracker so you can act before penalties or missed filings.
Issue Resolution & Audit Trail
Capture issues from file reviews and cross-checks, track them to resolution, and maintain a documented record of fixes for audit and compliance.
90%
fewer errors reaching client submission
CLIENT COMMUNICATIONS
Critical details surfaced from email and calls
Revised assumptions get buried in email threads. Changes to balance sheet items get mentioned on calls and never updated in the financial model. Stepscale scans client emails and joins meetings to surface anything that affects reporting.
Email intelligence
Scans client emails for scope changes, revised balances, and material updates that should be reflected in financial statements.
Meeting intelligence
Captures commitments, revisions, and open items from client calls automatically. Upon meeting completion, identify discrepancies between what was discussed and what's reflected in your financial statements and schedules.
"I use Stepscale daily. It's a first-of-its-kind platform that actually delivers. They've cut through complexity, sped up my project timelines, and elevated work that was previously only possible with a large team."
Chris Spagnolo
Garnet Group
Performance
25,000+
Issues identified across 100+ client engagements
~90%
Fewer errors reaching client sign-off and filing
3x faster
Increase in review depth vs. manual processes
ROI in 30 days
From reduced errors, revisions, and resubmissions
FAQ
What does Stepscale do for accounting firms?
Stepscale is an AI-powered review platform built for accounting professionals. It automatically cross-references your financial statements, trial balance, working papers, tax returns, and supporting documents, flags inconsistencies before they reach the client or filing, and tracks every outstanding deliverable and deadline across your engagement pipeline.
Can Stepscale catch errors before a package goes to the client or gets filed?
Yes. Stepscale cross-references every file in your engagement and flags conflicting numbers, stale figures, and inconsistent terms before the package leaves your desk. Every submission goes out clean, which protects client trust and reduces revisions and resubmissions.
What engagement documents can Stepscale analyze?
Stepscale analyzes financial statements (IFRS/ASPE), trial balance and general ledger exports, working paper files, corporate and personal tax returns (T2, T1), GST/HST filings, payroll remittance reports, audit planning and risk assessment memos, bank reconciliations and supporting schedules, client adjusting journal entry schedules, and engagement-related emails and meeting transcripts.
How does Stepscale track deliverables and deadlines across multiple active engagements?
Stepscale maintains a live tracker of every filing deadline, deliverable checklist item, expiring document, and open finding across all your active engagements. It flags anything at risk of a missed filing or stalled engagement before it becomes a problem, replacing spreadsheets and scattered email threads across your team.
Is my engagement data secure?
Yes. All data is encrypted with AES-256 at rest and TLS in transit. Your files are never used to train shared AI models, and each company operates with isolated, private AI agents. Stepscale is also pursuing SOC 2 Type II certification.
Does Stepscale replace my firm's review process?
No. Stepscale works alongside your team as an additional layer of review. Your staff still own every decision and every client relationship. Stepscale ensures they are working from accurate, consistent information and that nothing gets buried before a submission or filing.
How quickly can my team get started?
Most firms are reviewing their first engagement within a day. Onboarding includes guided setup and live role-based training, with no IT integration required. You upload your documents and the AI begins cross-referencing immediately.
