Collective Help Center
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Onboarding 1 of 5 - Eligibility and First Payment

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

BPrentiss Johnson avatarSara Conde avatar
By Brad and 2 others3 authors3 articles

Onboarding 2 of 5 - Kickoff

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

LJacob Frediani avatarPrentiss Johnson avatar
By Landon and 2 others3 authors4 articles

Onboarding 3 of 5 - 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.

Prentiss Johnson avatarLJ
By Prentiss and 5 others6 authors23 articles

Onboarding 4 of 5 - Employer Registration

For State Payroll Tax Setup

Azra Imtiaz avatarPrentiss Johnson avatar
By Azra and 1 other2 authors14 articles

Onboarding 5 of 5 - Accounting and Payroll

Accounting, Payroll, Taxes

Prentiss Johnson avatarHayley Cottle avatarB
By Prentiss and 3 others4 authors19 articles

Member Education

APrentiss Johnson avatarJacob Frediani avatar
By Alenah and 2 others3 authors6 articles

Dates & Services

checklists, deadlines, plans, and services

Raquel Deodanes, MS, CPA avatarDrew Vaquerano, E.A. avatarPrentiss Johnson avatar
By Raquel and 2 others3 authors5 articles

Collective Payroll

Prentiss Johnson avatar
By Prentiss1 author2 articles

Accounting and Payroll

Tatyana Salamatova avatarAndi Smiles avatarPrentiss Johnson avatar
By Tatyana and 8 others9 authors34 articles

Tax

SVictoria Rothbauer avatarDrew Vaquerano, E.A. avatar
By Sidra and 9 others10 authors25 articles

Covid-19

PPP, EIDL, XOXO

Joy Carroll avatarJacob Frediani avatar
By Joy and 1 other2 authors3 articles

Offboarding

Ugur Kaner avatar
By Ugur1 author1 article
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