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Local-First by Default, Cloud Sync Only When You Choose It

Stepwise is built for organizations that want automation without default cloud dependence. Standard workflows run locally on your Windows machine, and enterprise teams can optionally enable shared cloud workflows stored in Firebase for synchronization across users.

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Local-First Workflow Storage

Standard workflows stay on the local machine by default, giving teams tighter control over where sensitive automation data lives.

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HIPAA-Ready Architecture

Stepwise is designed for privacy-conscious environments with local-first processing, but it should not be described as a HIPAA-compliant hosted service.

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Control Your Infrastructure

Your device policies, encryption, internal access controls, and existing security standards remain in effect.

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EV Code Signing Certificate

Stepwise is signed with a trusted code signing certificate to help verify the integrity and authenticity of the software.

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Portable Option Available

For teams with strict security policies, the portable version can run from external media without a traditional installation.

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Optional Enterprise Cloud Sync

Enterprise teams can enable shared cloud workflows stored in Firebase so automations stay synchronized across users.

Important Cloud Workflow Notice

Enterprise teams can choose shared cloud workflows to keep automations synchronized. Those workflows are stored in Firebase cloud infrastructure.

Stepwise does not currently offer a Business Associate Agreement (BAA), and cloud-based workflows may not yet be aligned with systems that require HIPAA-compliant services. If your environment requires those controls, use local workflows only. Use cloud-based workflows at your own discretion.

"Perfect for our secure healthcare environment. Local-first processing gives us peace of mind while automating patient scheduling."
- Dr. James L., Healthcare IT Director

Stepwise vs. Cloud-First Automation Tools

Security TopicStepwiseCloud-First Tools
Workflow Location✅ Local by defaultVendor-hosted by default
Cloud Sync✅ Optional for enterpriseTypically required
Internet Required✅ Local workflows work offlineUsually online
BAA AvailabilityNot currently offeredVaries by vendor
Portable Install Option✅ AbsolutelyOften not

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