Louis M.
Liking the platform a lot so far.
Liking the platform a lot so far. Getting started is simple - I filled out the form and scheduled a 30 min call with their team. Got walked through the platform I met with Carly and she was very nice. Onboarding took a couple weeks for me I have an LLC and had all the files for it including EIN plus my prior year returns, this may be burdensome for people who don't have those on hand. The team helped me set up payroll and the s corp which was something I needed and was putting off. I've had a few months of bookkeeping and quarterly tax done with the team. Besides a couple errors and me asking them to recategorize some transactions it has been easy and a welcome change to my excel I was using. Would recommend giving it a shot.
Response from CollectiveAug 9, 2025
Thanks so much for sharing your experience. We’re glad Carly and the team could walk you through the platform and make your S Corp setup (including payroll!) easier to tackle. We know gathering documents like your LLC info, EIN, and prior returns can be a bit of a lift — but it’s all part of setting a strong foundation so we can keep things smooth going forward. Glad to hear the switch from Excel has been an upgrade. We’re consistently working on improving our categorization engine to get as close as we can to 100% accuracy. Thanks for recommending us — we’re excited to keep supporting your business!.




