Getting Started
with HelpOne
Start with a 14-day free trial, no card. The Set up HelpOne checklist walks you through billing, access, connections, import, staff, finances and your logo.
Your first 14 days: the free trial
Set up
Work through the Set up HelpOne checklist: access, connections, staff, finances and your logo. Hide the modules you don't need yet.
Bring your people in
Import your contacts, invite staff, and send volunteers the sign-up link. Every module has a help article one click away.
Run a real week
Fill shifts, approve timesheets and log gifts. When the trial ends, everything is saved and read-only until you choose a plan.
A Simple, Guided Path to HelpOne
Import & Setup
Bring your lists in with the import step in the Set up HelpOne checklist.
Train & Configure
Set groups and privileges, and hide the modules you don't need yet. Book a demo if you'd like us to walk you through it.
Go Live & Support
Choose monthly or yearly when your trial ends. The help center and email support are there the whole way.
Even if you don't need every module today,
you're still ready for tomorrow.
Start with only what you need. Simply hide the rest – they disappear from your dashboard.
Common Questions
Does HelpOne replace my accounting software?
No. HelpOne Finances covers the nonprofit side: fund balances, Schedule B, giving statements and budget vs actual. Every area exports to Excel for your accountant.
Does HelpOne include payroll?
No. Keep your payroll provider. Approved timesheets go to the payroll contact you name.
Does HelpOne replace Google Workspace or Microsoft 365?
No. Your team continues using Google Workspace or Microsoft 365 for email and calendar. Your email and calendar stay where they are. Documents you keep in HelpOne are stored securely.
Do I need technical staff to implement HelpOne?
No. The Set up HelpOne checklist walks you through it, and every module has a help article.
Built for Real Nonprofit Teams
Simple imports
Bring your contacts and lists in during setup
Real support
A help center and email support from our team
Fast Time-to-Value
Most teams see clear time savings in the first two weeks
No Long-Term Contracts
Cancel anytime and take your data with you
Security You Can Feel
One plan. Every module.
Ready to make the switch?
or $2,990/year (two months free)
Choose yearly at checkout or when your trial ends.
No contracts. Cancel anytime in two clicks, and take your data with you.
14-day free trial. No card. When it ends, everything is saved and read-only until you choose a plan.