What works
- Google sign-in verifies the trial email.
- Trial onboarding can create a 7-day workspace session.
- Client login can open a protected workspace.
- Quick Calc alpha is available after access.
1-week trial
Try KellyO free.
Start with a protected planning workspace for scenario review, estimate exploration, and advisor workflow feedback.
No payment needed.
Important status
Not a full tax engine yet.
Trial access opens an early planning workflow. Professional review is still required before relying on any output.
What's under test
- Which trial flow creates the best first impression.
- Which scenario examples best fit advisor workflows.
- Which outputs should be included in a first report.
Not started yet
- Subscription billing.
- Production onboarding emails.
- Paid-plan upgrade enforcement.