STEPS™ Release Notes
September 12, 2025 

October 2, 2025

October 16, 2025

November 11, 2025

December 4, 2025

January 29, 2026
Training and Videos


Initial Login to STEPS


How to Start Your First Client

Firm Setup / EP Defaults

How to Change a Defaulted Provision in a Plan

How to Copy an Answer File

ID Number

Intro To Scenarios in STEPS

Macro To Update Table of Contents