STEPS™ Release Notes

March 21, 2025 

April 4, 2025 

May 2, 2025 

May 22, 2025 

June 12, 2025 

July 31, 2025 

August 28, 2025
Training and Videos


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


Macro Install Documentation