1st Step Accounting
8422 Bellona Ln Suite 201,
Towson, 21204, MD,
United States
Towson, 21204, MD,
United States
1 443-424-8014
Professional Services
1st Step Accounting Technographics
1st Step Accounting Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by 1st Step Accounting and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 150 1st Step Accounting employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that 1st Step Accounting has purchased the following applications: Intuit ProSeries Tax for Tax Management in 2024, Gusto HR for Core HR in 2018, BirdSeed for Chatbots and Conversational AI in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems 1st Step Accounting is running and its propensity to invest more and deepen its relationship with Intuit , Gusto , BirdSeed or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing 1st Step Accounting revenues, which have grown to $29.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for 1st Step Accounting intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
1st Step Accounting Tech Stack and Enterprise Applications
1st Step Accounting ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit ProSeries Tax | Tax Management | ERP | n/a | 2024 | 2024 |
In 2024, 1st Step Accounting implemented Intuit ProSeries Tax as its Tax Management application. The Baltimore, Maryland tax and advisory practice uses Intuit ProSeries Tax to prepare client returns and generate client reports that help upsell tax planning and advisory services.
The deployment focuses on client-centric return preparation workflows, configuring ProSeries for data entry, tax calculation, and firm-branded client report generation. Typical Tax Management capabilities such as batch e-filing, multi-state return handling, and custom reporting are used to support advisory conversations and recurring engagement workstreams.
Intuit ProSeries Tax is paired with QuickBooks Online and ShareFile to support a paperless workflow, linking bookkeeping data and secure document exchange into the tax process. The integration pattern centralizes source bookkeeping and client documents, enabling the tax and advisory teams in Baltimore to maintain a document-managed, paperless pipeline for returns and follow up advisory proposals.
Governance has emphasized standardized client report templates and firm-level configuration of ProSeries to ensure consistent advisory deliverables. The combined use of Intuit ProSeries Tax, QuickBooks Online, and ShareFile supports the firm’s client retention and upsell motion and underpins recent firm growth.
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1st Step Accounting HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Gusto | Legacy | Gusto HR | Core HR | HCM | n/a | 2018 | 2018 |
In 2018, 1st Step Accounting implemented Gusto HR, deploying Gusto HR as its Core HR application. The implementation served a 150-employee professional services firm based in the United States and was surfaced through the company website to provide employee access and self-service.
The deployment configured core human resources modules associated with Core HR, including centralized employee records, onboarding and offboarding workflows, benefits enrollment, payroll-facing HR data, time off and absence tracking, and employee self-service. Gusto HR was configured to standardize personnel data and to provide web-based access for managers and employees.
The architecture relied on cloud-hosted SaaS delivery, with Gusto HR accessible via the corporate website to streamline HR touchpoints. Operational coverage included HR and finance teams for benefits and payroll coordination, and people managers for approvals and time-off workflows.
Governance centered on role-based access controls, structured onboarding checklists and scripted approval workflows to align HR process ownership and reduce manual handling. The implementation emphasized configuration of standard Core HR workflows and web-based self-service rather than on-premises components.
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1st Step Accounting AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| BirdSeed | Legacy | BirdSeed | Chatbots and Conversational AI | AI-Powered Application | n/a | 2021 | 2021 |
In 2021, 1st Step Accounting implemented BirdSeed on its website. BirdSeed, a Chatbots and Conversational AI application, was deployed as an embedded web conversational widget providing intent classification, scripted dialogue flows, and lead capture forms to handle initial client inquiries.
The deployment positioned BirdSeed as the front-line client intake and support channel for client services and marketing, routing captured information into teams via email and manual follow-up workflows. Governance responsibilities were centralized under the client services function, which monitors conversation logs, refines dialogue flows, and updates knowledge content to maintain alignment with accounting service offerings.
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Natural Language Processing | AI-Powered Application |
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2020 | 2020 |
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1st Step Accounting Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Collaboration | Collaboration |
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2016 | 2016 |
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Collaboration | Collaboration |
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2022 | 2022 |
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1st Step Accounting Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Video Editing | Content Management |
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2024 | 2024 |
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Web Content Management | Content Management |
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2025 | 2025 |
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1st Step Accounting eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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eCommerce | eCommerce |
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2022 | 2022 |
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1st Step Accounting CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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CRM | CRM |
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2014 | 2014 |
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CRM | CRM |
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2014 | 2014 |
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CRM, Sales Engagement | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2013 | 2013 |
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Marketing Automation | CRM |
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2011 | 2011 |
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Tag Management | CRM |
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2021 | 2021 |
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1st Step Accounting PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2025 | 2025 |
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1st Step Accounting IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2013 | 2013 |
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Application Hosting and Computing Services | IaaS |
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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Cloud Storage | IaaS |
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2022 | 2022 |
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Content Delivery Network | IaaS |
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2013 | 2013 |
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Content Delivery Network | IaaS |
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2014 | 2014 |
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Content Delivery Network | IaaS |
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2011 | 2011 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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Domain Name System (DNS) | IaaS |
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2013 | 2013 |
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Domain Name System (DNS) | IaaS |
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2020 | 2020 |
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1st Step Accounting CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Security (AppSec) | CyberSecurity |
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2024 | 2024 |
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Application Security (AppSec) | CyberSecurity |
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2026 | 2026 |
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Password Management | CyberSecurity |
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2025 | 2025 |
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Secure Sockets Layer (SSL) | CyberSecurity |
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2017 | 2017 |
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Secure Sockets Layer (SSL) | CyberSecurity |
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2020 | 2020 |
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Secure Web Gateways (SWG) | CyberSecurity |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at 1st Step Accounting
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by 1st Step Accounting Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from 1st Step Accounting IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the 1st Step Accounting digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD 1st Step Accounting Technographics
1st Step Accounting is a Professional Services organization based in United States,
with around 150 employees and annual revenues of $29.0 million.
1st Step Accounting operates a diverse technology stack with applications such as
Intuit ProSeries Tax, Gusto HR and BirdSeed,
covering areas like Tax Management, Core HR and Chatbots and Conversational AI.
1st Step Accounting has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, Gusto and BirdSeed.
1st Step Accounting recently adopted applications including
hCaptcha in 2026, WordPress in 2025 and Pathwire Mailgun in 2025,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of 1st Step Accounting’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates 1st Step Accounting’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete 1st Step Accounting technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.