Policies & Procedures • Part of the HelpOne OS

Policies & Procedures,
Rebuilt for Impact.

Living books. Unlimited chapters. Smart approvals. Automated notifications. Professional PDF export. All in one beautiful, audit-ready platform built exclusively for nonprofits.

SOC 2 • PCI Level 1
AES-256 • GDPR
Built exclusively for nonprofits
30+ years nonprofit workflow expertise

MOST NONPROFITS STRUGGLE WITH

Scattered documents
and manual chaos.

Unlike scattered Google Docs, SharePoint, or expensive enterprise tools like NAVEX andPolicyTech, HelpOne gives you living books with unlimited chapters, smart approval workflows,automated notifications, professional PDF export, and deep native integration with HR Solutions,Training Tracking, and Volunteer Management.

LIVING DOCUMENTS

Unlimited books, chapters, and sections withrich text, images, and real-time updates

AUTO COMPLIANCE

Audit-ready PDFs, version control, role-basedaccess, and seamless 990/HR tie-in

Core Features. Pure Clarity.

From draft to distribution – everything flows together.

Policy Dashboard
📋

Policy Dashboard

Real-time queue with status pie charts (Draft, Under Review, Published, Expired). Role-based access and quick actions.

Outcome: Instant visibility and control.

📖

Living Books & Unlimited Structure

Create books with unlimited chapters and sections. Rich text, images, and media – all version-controlled.

Outcome: Always-current policies.

Smart Approval Workflows

Assign Review Committees, track submissions, and manage statuses from Draft to Published or Expired.

Outcome: Faster, compliant approvals.

🛎️

Automated Notifications

Send targeted updates to groups or all staff/volunteers when policies change.

Outcome: Everyone stays informed.

Approval Workflows Dashboard
PDF Export and Security Dashboard
📄

Professional PDF Export

Generate polished PDFs with covers, indexes, and modification dates for sharing or audits.

Outcome: Audit-ready documents instantly.

🔒

Secure & Compliant Storage

AES-256 encryption, role-based access, GDPR compliance, and seamless integration with HR/Training modules.

Outcome: Peace of mind and full compliance.

9 Powerful Modules.
One breathtaking platform.

👥

Volunteer Management

Self-service portal, QR check-ins, skill matching, hours tracking that auto-feeds your 990.

Explore →
🎟️

Event Management

Unified hub, dynamic ticketing, multi-day schedules, volunteer sync.

Explore →
💰

Fundraising

Auctions, pledges, donations, contests, sponsorships.

Explore →
📇

Donors & Contacts

Rich profiles, history, smart folders, custom blasts.

Explore →
📊

Finances

GAAP charts, auto 990 & CHAR500, restricted funds.

Explore →
👔

HR Solutions

Onboarding, reviews, time-off, nonprofit-specific.

Explore →
📜

Policies & Procedures

Living books, approvals, instant PDF export.

Explore →
📚

Training Tracking

Assignments, reminders, progress dashboards.

Explore →
💻

IT Asset Tracking

Hardware, licenses, vendors, budget tracking.

Explore →
FUTURE-PROOF FROM DAY ONE

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.

Your clean dashboard today
👥
Volunteer Mgmt
ACTIVE
🎟️
Events
ACTIVE
💰
Fundraising
HIDDEN – tap to activate
📊
Finances
HIDDEN – tap to activate
Grow at your pace. One platform forever.
🚀

Founders Program

Be among the first 250 nonprofits to lock in the lowest rate ever offered.

$499

/month • locked for first 12 months

Secure My Founders Spot Now

Ready for policies that actually work?

Let's build a strong, trustworthy foundation.

Book Your Free Demo Today