We're looking for a small group of thoughtful testers to try The Only Step and help us get it right. In return, you get a full year of free access — no credit card required.
You'll need a beta access code. Don't have one? Express interest below.
What you're testing
The Only Step is where people record their financial institutions — banks, retirement accounts, insurance, investments — so their family always knows where to turn. We're in beta and your testing will shape the final product.
Record all your financial institutions in one encrypted place. Banks, retirement accounts, insurance, investments — everything in one spot.
Add the people you trust. When the time comes, they know exactly where to turn — no searching, no guessing.
Life changes. We remind you once a year to review and update your records so nothing slips through the cracks.
How it works
Enter your beta code
Register with your email and the beta access code you received. No credit card, no payment required.
Add your financial accounts
Record your banks, retirement accounts, insurance policies, and any other institutions. Takes about 10 minutes.
Tell us what you think
Use it like a real user. If something is confusing, broken, or missing, we want to know. Reply to any email or use the contact form.
Beta testers get 12 months of full access. No payment required to start. If you love it and want to keep your records after the year ends, subscribing is just $29/year.
Don't have a code yet?
We're periodically adding new beta testers. Send us a note and we'll reach out when space is available.
We read every message and reply to all beta interest requests.