Towson, 21204, MD,
United States
1st Step Accounting Technographics
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 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 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.
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit ProSeries Tax | Tax Management | ERP Financial Management | 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.
|
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||