Collective Help Center

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Onboarding Part 1 - Eligibility and First Payment

Before sign up and payment, lets chat to make sure we are a good fit.

Written by Brad Hedrick, Prentiss Johnson and Sara Conde

Onboarding Part 2 - Kickoff

After sign up and payment, let's verify some more info and set expectations.

Written by Landon Brantley, Jacob Frediani and Prentiss Johnson

Onboarding Part 3 - Entity Services (LLC with EIN and S Corp)

After Kickoff, we form your entity. We also verify and, if needed, fix one you've started on your own.

Written by Lindsey Ashooh, Jacob Frediani, Prentiss Johnson and 2 others

Onboarding Part 4 - Employer Registration

For State Payroll Tax Setup

Written by Azra Imtiaz and Prentiss Johnson

Onboarding Part 5 - Accounting and Payroll

Accounting, Payroll, Taxes

Written by Prentiss Johnson, Joseany Hernandez, Hayley Cottle and 1 other

Member Education

Written by Alenah, Prentiss Johnson and Jacob Frediani

Dates & Services

checklists, deadlines, plans, and services

Written by Raquel Deodanes, MS, CPA, Drew Vaquerano, E.A. and Prentiss Johnson

Collective Payroll

Written by Prentiss Johnson

Accounting and Payroll

Written by Tatyana Salamatova, Andi Smiles, Prentiss Johnson and 6 others

Tax

Written by Sidra Zeb, Victoria Rothbauer, Drew Vaquerano, E.A. and 6 others

Covid-19

PPP, EIDL, XOXO

Written by Joy Carroll and Jacob Frediani

Offboarding

Written by Ugur Kaner