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All CollectionsOnboarding - Accounting and Payroll
Pre-Training Call: Intro to your Collective Dashboard
Pre-Training Call: Intro to your Collective Dashboard

What to expect & need to prepare

Updated over a week ago

Welcome to Collective Onboarding!

Please watch this video for an overview of the onboarding process:

To sum it up:

Throughout the onboarding phase, you will be guided through a series of steps on your Collective dashboard that aim to effortlessly integrate your bank accounts for accounting and payroll functionalities.

This process includes the setup of payroll accounts for both employees and the company, accompanied by the pivotal task of uploading essential documents. These documents, and your set up will be reviewed by your designated Onboarding Accountant, before you can schedule your training call.


  1. Attach Business Bank Accounts and personal if business transactions exists in that account

  2. Set up Business Payroll Account

  3. Set up Employee Payroll Account

  4. Upload business bank statements

Once your set up is complete, you will meet with your Onboarding Accountant. From there, things will be as hands-free as possible while we assist with keeping your business' financials in tip top shape!

Disclaimer: The information contained in this document is provided for informational purposes only and should not be construed as financial or tax advice. It is not intended to be a substitute for obtaining accounting or other financial advice from an appropriate financial adviser or for the purpose of avoiding U.S. Federal, state or local tax payments and penalties.

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