Partner Tour: Consultants and Specialists

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Everything here can be read without signing in. The stops marked live are the ones to do on the platform once you have a seat; the boxes are on those stops only, and your checkmarks stay in this browser.

Two roles, one page. Read the part that describes you. A consultant carries nonprofit clients and is deciding whether to run part of a practice here. A specialist (a bookkeeper, a grant writer, someone narrow and good) has been invited into one part of one client's account. The roles are not versions of each other; reading the other one mostly tells you what you cannot do.

To do the live stops you need a sign-in at app.allinonenonprofit.com/signin (that address and no other; enter your email and a one-click link arrives) and a practice organization attached to your account. If you do not have one, write to [email protected] and we set you up inside a complete sample organization the same week. Never tour, and never demonstrate, from a real client's data.

1. The platform, and its two sizes 2. The two partner roles 3. The consultant tour 4. Finding your way around 5. The specialist tour 6. Your first client: the first thirty days 7. Five ways to run an engagement 8. What we ask, what you get, what it costs 9. Questions you will have 10. What is true today 11. You are done when, and how to join

1. The platform, and its two sizes

One sign-in, one subscription, focused apps for governance, compliance, fundraising, finance, people, documents and reporting, built specifically for nonprofits. The full guide to everything it does is at allinonenonprofit.com/guide, and the Platform Workflows at allinonenonprofit.com/workflows say what to do first, by role.

Two plans, and nothing hidden between them. The fence between them is four things you can say in one sentence: apps, admin seats, contact capacity, and support.

AIO Essentials

For all-volunteer and volunteer-led organizations: clubs, congregations, booster groups, parent-teacher organizations, associations, young charities. The everyday tools: members and dues, events with tickets, donations with thank-yous, the money basics, documents, the board's meetings and minutes. A natural first rung for a group not ready for the full machinery.

AIO Complete

For organizations with staff, grants, government filings, or casework. Everything, with the caps lifted and priority support. The usual signs a client belongs here, or is ready to move up: paid staff, grant pursuit, filing obligations beyond the simple annual return, or casework.

The path between them is built in. An organization upgrades in place: same sign-in, same organization, every record exactly where it was, nothing to migrate. The upgrade opens the Complete tools and lifts the caps. Standing up what just opened is an engagement, and it is yours.

Current prices are published at allinonenonprofit.com/pricing, so you point at the page rather than defend a number. Never quote a discount and never invent a middle tier. An organization with unusual needs is quoted by us, not by you, which also means you are never negotiating against another partner.

2. The two partner roles, and what each can and cannot do

Consultant of record

Exactly one per client organization, on both plans, always. Your account is free and works across every client that lets you in, from one sign-in.
You read whatever the client's settings allow. You edit only the tools the client has ticked for you, app by app, and the client can untick any of them without calling anyone.
Every change you save lands in the client's activity log with your name on it. That protects you as much as it protects them.
You can never delete a client's records, dispose of a document, decide an approval, or touch billing, members, or the organization profile. Case Management is never visible to any consultant under any setting.
You own the client relationship. The platform does not market to your clients around you, and never contacts the specialists you bring in.

Specialist

Invited into named modules of one client's account by the consultant of record, for the duration of the work, by someone who can also take it back. Finances for the bookkeeper, Grant Management for the grant writer, nothing else opens.
Reads and writes inside those modules only, and is invisible everywhere else. The module list is the seat: an empty one grants nothing.
Case Management is never available to a specialist on any plan, no matter what anyone grants. That boundary is not configurable by the consultant, the client, or us.
Everything a specialist does is attributed to them by name, not to the consultant and not to the client.
The consultant sets the money, directly, from a template we provide. We take no part of it. Up to two specialists on Essentials, unlimited on Complete.

Specialist seats are built and open with the partner program launch; see section 10. A consultant who has been granted read-only access can still seat a specialist who writes. That is deliberate, because a consultant is often engaged precisely to bring in the person who does the hands-on work. The owner sees every seat and every change in their activity log and can revoke any seat, including yours, at any time.

3. The consultant tour: seven stops, about twenty-five minutes

Nobody presents this and there is no call to schedule. Go in order; each stop assumes you saw the one before it. Keep a piece of paper: stop one asks you to write three things down, and stops five and six only work if you did. Stops one, five and six happen away from the screen.

Stop 1. Your own numbers, before any screen. off screen

Do not open the platform yet. Write down three things: how many nonprofit clients you carry right now; in your own words, what the worst part of your month looks like; and roughly how many hours a month you spend on work you cannot really bill for, chasing documents, rebuilding a spreadsheet somebody broke, working out what the last treasurer did.

Every screen you are about to see is either aimed at that third number or it is not. Judging the platform against the first two is how you end up impressed and still unsure.

If those unbillable hours went away, would you take on more clients, or would you take back your evenings? Both are real answers, and they point at different stops later.

Stop 2. The Workspace: every client at once. live

app.allinonenonprofit.com/workspace

A list of every organization that has granted you access, one row each, side by side. Filings, money, giving, board and documents summarized per organization. All of them, on one screen.

Expand one row and look at what it shows without clicking into the organization itself. Collapse it and look at the whole column.

This is the screen you would live in. It is the same screen at three clients and at thirty. The work of adding a fourth client here is opening a fourth row, not opening a fourth weekend.

If you see an empty state or a single row, your account does not have practice organizations attached yet. That is a setup gap, not a product limit; ask for them before you carry on.

Stop 3. The Hub: what will hurt first. live

app.allinonenonprofit.com/hub

A single list, worst first, of what is overdue or about to be, across every client you can reach. Not per organization. Everything, ranked.

Read the top line exactly as written, without paraphrasing it in your head. The specificity is the thing being demonstrated.

The Workspace is everything. The Hub is only what will hurt. Ten clients on monthly support is a staffing problem when the only way to know what is due is to go and look. It stops being one when the looking is done for you.

Stops one to three are the case for the platform. Stops four to seven are the terms. This is a good place to break if you want to.

Stop 4. Inside one client, and who holds the pen. live

Go back to the Workspace and open one client organization. Then open a page with real data on it and look for a save or edit control.

The client's account, with you in it as their consultant of record. And you cannot change anything: consultant access is read-only by default, and it stays that way until the client decides otherwise.

Read this as a feature, because that is what it is doing for you. It is the reason a board will say yes to you having a login at all. The conversation is not give my consultant the keys to everything; it is let her update the compliance calendar. When the client is ready, they hand you the pen on named apps only, and they can take it back themselves.

If you can edit freely, you are signed in as an owner or admin rather than through a consultant seat. Sign in with the consultant account; the read-only default is the thing this stop exists to show you.

Which of your current clients would have said yes faster if the ask had been read-only access to start with?

Stop 5. Sort your own client list. off screen

allinonenonprofit.com/pricing

Take the client list from stop one and sort it, on the paper. Clients with nobody on payroll are Essentials clients. Clients with staff, a grant, or casework are Complete.

Until there were two plans, a volunteer-led client heard one price and the conversation ended there. That client is now one you can actually close, and you are already their consultant of record on the day they hire someone or win their first grant. That day is an engagement: the upgrade itself is free and instant, so all of the work of standing up what just opened is yours.

Stop 6. Specialists, and your own ceiling. off screen

No screen for this stop. Read section 2 again against the client list you just sorted.

You are the consultant of record, and there is exactly one of you per organization. When a client needs a hand you do not want to be, you bring in a specialist. Your own capacity stops being the ceiling on how many clients you can hold; that is the whole reason the seat class exists.

Of the clients you sorted into Complete, how many would you take on if the bookkeeping were not yours to do?

Stop 7. What we are asking. off screen

Read section 8. It is small and specific, and most of it is what we are not asking.

4. Finding your way around

Every screen you can reach while signed in has one anchor back to the organization you are working in. On the platform pages (Organization Health, My Organization, My Account, Contact support, the Calendar, the Complete Guide, the Platform Workflows) it is the organization's name in the header, shown as a pill that reads, for example, Harborlight Community Church, Dashboard. Inside any app it is the All In One Nonprofit mark at the top of the sidebar. Either one is a single click to that organization's dashboard, from anywhere. Inside an app, a breadcrumb above the content reads organization, app, screen, and the organization's name in it is the same click.

Two words are used on purpose. Dashboard always means the organization: its apps, what needs attention, its documents and calendar. Overview always means an app's own first screen. Every app's sidebar is split into In this app, the tools that belong to that app, and Everywhere, the links that are the same in every app: Document Library, My Organization, My Account, Organization Calendar, Notifications and Contact support. When you are signed in, the sales links (Home, Learn, Pricing) leave the header, so Home never means the sales page while you are inside an organization.

The level above. The Hub and the Workspace sit above any one organization; they are where a consultant sees every client at once. Their way back to any one organization is the Dashboard link in their header, or the organization picker on the dashboard itself when you can open more than one.

Look at the top of this page. If you are signed in with an organization, the pill is there now.

5. The specialist tour: four stops, about eight minutes

Read this if a consultant has asked to bring you into one part of one client's account. A specialist is not a small consultant. Most of this tour is about what will not open for you, because that is the part worth knowing before you say yes.

Stop 1. What you are agreeing to. off screen

The consultant who approached you is the consultant of record for this client and stays it. You are not becoming their consultant and you are not taking over any part of that relationship. You are being given named modules of one client's account, for the duration of the work, by someone who can also take it back.

Are you comfortable working inside a client account where the scope of what you can see is set by the consultant rather than by you? If not, say so now rather than after the client is expecting you.

Stop 2. What opens, and what does not. live

Sign in and open the client organization you were invited into. Then try to navigate to any other app in that organization.

The app you were brought in for, with the organization's real data in it. And the others are not available to you. That is not a display preference or a permission somebody forgot to set; it is the scope of your seat. Everything you do is attributed to you by name.

If you can reach apps you were not invited into, stop and tell the consultant before doing any work. You have most likely been given a full admin seat by mistake, and working in it muddies who did what.

Stop 3. The working arrangement. off screen

Your agreement is with the consultant, directly, from a template the platform provides. The consultant pays you; All In One Nonprofit is not part of that arrangement and never sees it. Either the consultant or the client can remove you at any time without involving us. If you need another app, you ask the consultant; they decide, not us and not the client directly.

Stop 4. Deciding. off screen

If the scope works for you, tell the consultant and they send the invitation; you are in the same day. If it does not, tell them now. A specialist who backs out after the client has been told is a problem for the consultant who vouched for you, and this is a small enough world that it follows you.

6. Your first client: the first thirty days

Onboarded is a checkable fact, not a feeling. Every item below is either visible in the platform or verifiable from the client, and the standard is: onboarding complete within thirty days of the organization being added to your account. The same sequence repeats for every client you bring.

Before day 1

Your partner agreement on file with us.
The client organization added to your account, with you as a named user on it.
The client intake form and the records request sent, with one folder or thread to collect them.
The client's EIN confirmed from their IRS letter, not from memory. The platform validates every EIN against IRS records the moment it is saved.

Week 1: foundation

Organization profile completed in full, by the client, with you on a call: a consultant can never edit the profile, and that boundary is part of the design.
EIN verdict reviewed; "not found" is resolved before go-live.
Letterhead and signatures uploaded so generated documents carry the client's identity.
The in-platform setup checklist worked to done; the apps they will use opened once each.
The people who run the organization invited with the right roles, in week one, not at handoff.

Weeks 2 and 3: the client's data in

Records uploaded into the Document Library, organized by folder.
Donors, members and volunteers imported into their apps.
Current budget and financial starting point entered.
Board roster and governance records entered.
State compliance deadlines reviewed for the client's state.

Week 4, by day 30: training and handoff

Training delivered; every trained person has signed in themselves and completed one real task in each app they own, unaided. The sign-in log is the record.
First monthly report generated and shared with the client.
Support expectations agreed with the client in writing.

The records the client gathers once. IRS determination letter and EIN notice; articles and bylaws with amendments; board roster with terms and the last three sets of minutes; the most recent Form 990 series acceptance; state charity registration if their state requires one; current budget and latest financial statements; donor, member and volunteer lists as spreadsheets; insurance certificates; written policies they have; logo files and brand colors. A client will rarely have all of them. Missing items are findings, not blockers: "no conflict of interest policy" is itself the start of a service conversation.

Training is complete when the client can, without you in the room: sign in and add or remove a user with the right role; record a donation and send the acknowledgment; add a member and a volunteer and update one record; find a document and upload a new one; read the compliance calendar and say what is due next; generate the monthly report themselves. Two sessions of about an hour, each ending with the client doing the tasks live while you watch.

Support, split the honest way. The client calls you first for how-to questions, setup changes and new users, within one business day. You escalate to us anything that is ours: platform defects, outages, billing, account-level problems. You never guess at a defect; you report it. Once a quarter at minimum you review the client's account: data current, deadlines ahead, users correct, one concrete improvement suggested. We remain responsible to the client for the platform itself; you are the client's operator and advisor, not the platform's warranty.

7. Five ways to run an engagement

Whatever your line, the first week is the same: complete the client's organization settings, letterhead and signatures; enter the roster with positions; put every known filing on the compliance calendar. Everything below stands on that. Fees are yours to set; the proposal language document has paste-ready blocks for each.

Practice	What the client is buying, the tools, the rhythm, the artifact
Governance	A board that would survive a governance review. Board Management for roster, terms, meetings, minutes and attendance; the Board Self-Assessment for the annual round you facilitate; the Document Library for the conflict of interest policy and bylaws; the Credibility Checklist for the gaps conversation. Before each meeting, agenda and packet; after it, minutes and attendance the same week; annually, the assessment, the policy signatures, a term and succession review. The artifact: a board book that exists, current, findable, and not in anybody's garage.
Compliance	Never learning about a deadline from a late notice again. The Compliance Tracker with every required filing at its true due date; the IRS Forms Assistant for the returns themselves; the Document Library for filed copies. Monthly, review the tracker; per filing, prepare, file, record it filed the same day; annually, re-verify the registration list. The artifact: a compliance calendar the board can read, with nothing silent on it.
Fundraising	Donors who feel thanked and come back. Donor Management for donors, gifts, pledges and IRS-compliant acknowledgments; Fundraising and Development for campaigns and appeals; Grant Management when institutional money is in the picture. Weekly, gifts entered and thank-yous out within days; monthly, lapsed donor review; quarterly, a giving report the board actually reads. The artifact: year-end statements that go out in January without a crisis.
Bookkeeping	Books a treasurer or an auditor would recognize. Financial Management for income, expenses, funds and budget against actual, with restricted money classified as restricted from the day it arrives. Monthly, the ledger current and a one-page money report to the board; annually, the budget entered and the year closed cleanly. The artifact: a monthly financial report that arrives on the same day every month.
Essentials, for volunteer-led organizations	An organization that runs itself instead of running its volunteers ragged. Members and dues with the treasurer's dues dashboard, events with tickets and check-in, donations with thank-yous, the money basics, documents, the board's meetings and minutes. Monthly, dues and the money reviewed at the meeting; per event, sign-ups and payments online instead of paper. The artifact: a treasurer's report that takes ten minutes instead of a weekend. The graduation watch: paid staff, grant pursuit or casework are your cues to propose the upgrade engagement.

8. What we ask, what you get, what it costs

What we ask of a consultant partner

Put one real client organization on the platform in the next thirty days and run part of a real engagement through it.
Join one short call a month and tell us bluntly what is wrong. That is worth more to us than politeness.
If it goes well, let us write it up as a case study with your name on it.

What you get

The full materials kit as it is built: a client-facing pitch deck and leave-behind you can co-brand, a demo script that runs on a complete sample organization, engagement playbooks matched to your service line, a client onboarding checklist, and paste-ready proposal language.
A direct line to the founder, and visible influence on what gets built next.
One comped practice organization: a complete organization of your own to learn in, demonstrate in, and build a proposal from.

What it costs you. Nothing. Your account is free, the materials and training are free. Your clients subscribe directly with us at the published price for their plan, and you bill your own services on top, the way you already do. The platform is never between you and your money.

The money, honestly. Right now the partnership is services-only. The compensation structure for the selling stage of the program is deliberately not set yet, because we intend to set it using what founding partners actually experience rather than what we guessed. What is committed in writing is retroactivity: whatever structure is adopted applies to every client you brought as a consultant partner, from the date they subscribed. Joining early cannot cost you.

A few rules that protect everyone. Every client pays the published price whoever introduced them; there are no partner discounts and no middle tier, so you never negotiate against another partner. The partner who introduced a client remains the partner of record however many specialists later work in the account. Partners carry professional liability coverage at the program minimum, stated in the agreement, which most consultants already have. Being a partner attests to nothing about your professional qualifications; it is a seat in the software, not a license to practice tax, law or accounting, and nothing here should be presented to a client as one.

9. Questions you will have

Your question	The answer
Does this replace me?	No. The platform removes the hours you were never able to bill for. It does not remove the judgment, which is the part clients actually pay for.
What do I earn from the subscription?	Nothing yet, and we are not going to pretend otherwise. The structure is unset on purpose; the retroactivity commitment in section 8 is the part in writing.
Which plan do I put a client on?	Your call; you know the client. Essentials for volunteer-led groups; Complete when there is paid staff, grant pursuit, filings beyond the simple annual return, or casework.
What if my client outgrows Essentials?	They move to Complete in place: same sign-in, same organization, every record intact, nothing charged for the move. Standing up what just opened is your engagement.
Why is there nothing between the two plans?	Because the needs that make Complete necessary (staff, grants, filings, casework) arrive together and bring budget with them. The rare organization that outgrows exactly one limit is quoted individually by us.
Do I get a seat on an Essentials client?	Yes; both plans include one consultant seat. If a client's bookkeeper already holds it, the client upgrades before you can join, and needing two outside professionals at once is itself a reason to be on Complete.
Can several partners serve one client?	Yes: one consultant of record, and specialists in module-scoped seats the consultant invites and manages. Nobody sees outside their lane, every change is logged under its author's name, and the client owns the account and every lane in it.
Who bills the client, and who supports them?	The platform bills the subscription; you bill your services. You are the first call for how-do-we questions inside your engagement; we handle anything about the platform itself: sign-in, data, a defect.
What happens if I stop working with a client?	Nothing happens to them. The subscription, the account and every record belong to the client, and their owner can remove your access in one click. A partnership that ends never holds a nonprofit's data hostage, and you get to say that sentence to prospects too.
Do I demo from a client's account?	Never. You get a complete sample organization built for exactly this, with invented records you can open, change and break. Adding ?demo=1 to any app's address also fills that app with sample data without saving anything.
What does my client's data situation look like?	Each organization's records live in its own account, and the organization can export its data. Access is passwordless, by one-click email sign-in or Google. If your practice has specific security requirements, raise them in the first conversation.
As a specialist: who am I working for, who pays me, can I be removed?	The consultant who invited you, directly, from a template we provide. The consultant pays you; we never see it. Either the consultant or the client can remove you at any time. We do not market to you and never go around the consultant who brought you in.

10. What is true today, and what is not

So that nobody works from a promise. This is the honest state of the platform as of September 3, 2026, and it is the one section to re-check before quoting anything to a client.

Capability	State
Two plans, live on Stripe and PayPal	Shipped. Verified on the live checkout for every price and plan combination.
Consultant seat, exactly one per client organization	Shipped. Read-only by default.
Consultant write access on named apps	Shipped. Empty until the client grants it, app by app, and revocable by them.
Workspace, every client organization side by side	Shipped.
Hub, everything overdue across every client	Shipped.
Module gating between the two plans	Shipped. An Essentials organization opening a Complete-only app gets a plain explanation page, never an error.
Admin seat cap and contacts meter	Shipped. The cap refuses new additions; it never removes anyone and never touches existing data.
One anchor back to the organization on every signed-in screen	Shipped, September 3, 2026, after a partner's review. Section 4.
Specialist seats	Built and tested; they open with the partner program launch. Until then the Team page does not offer them.
Partner compensation for the selling stage	Not set, deliberately. The retroactivity commitment is the part that is in writing.
Certification and the training stage	Designed, then put on hold on September 9, 2026. There is no certification program at present and no date for one.

11. You are done when, and how to join

Consultant track

You have your three numbers from stop one written down.
You have seen your own Workspace and your own Hub, not a screenshot of somebody else's.
You have tried to edit something inside a client organization and found that you could not.
Your client list is sorted into Essentials and Complete, and you can say the difference between the plans in one sentence: apps, admin seats, contact capacity, support.
You know which parts of what you saw are shipped and which are not.

Specialist track

You have opened the client organization and seen the modules you were invited into.
You have tried to reach another app and found that you could not.
You know who pays you, who can remove you, and who to ask for more access.

The agreement, before you write. The Partner Agreement is the document every consultant partner signs, consultant or specialist, and it is here in full so you read it before the conversation rather than after. It says in its own words what the program is and is not: access without ownership, no partnership or equity, the consultant vouching for the specialists they bring in, and how a partner leaves. A mutual nondisclosure agreement comes with the signing packet.

What happens next is a short conversation, because this page did the explaining. Write to [email protected]: to be set up inside a sample organization the same week, to ask the hard questions before you sign, or to say yes. There are only a few consultant partner seats, on purpose. Each one gets real attention.

All In One Nonprofit · partner tour, September 2026 · the Complete Guide is at allinonenonprofit.com/guide

The partner tour: everything a consultant or specialist needs, in one place