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Description
At Collective, we have a strong passion for S Corps, and it's easy to see why—your business structure significantly impacts your tax obligations. For many self-employed individuals, establishing an S Corp can result in substantial tax benefits. As a member, you'll receive personalized support from a dedicated accounting team and access to software designed to help you manage your financial affairs effectively. By answering a few questions about yourself and your business, you can estimate the tax savings you might achieve by transitioning to an S Corp with our assistance. Our experienced business advisors are available to guide you through the process to ensure that a Collective membership aligns with your financial goals. We carefully select members whom we believe we can successfully assist in saving both time and money. With our user-friendly online wizard, organizing your S Corp becomes a straightforward task. Additionally, we will assist you in obtaining an EIN, securing a business license, and establishing a business bank account. Should you have any questions, rest assured that your dedicated advisors will support you at every stage of the journey, ensuring you feel confident and informed.
Description
CorpIntake is an automated web-based application for new business intake. It allows you to reduce risks and increase revenue through automating manual processes. Expedite file opening for existing and new clients. CorpIntake automates the data collection, conflict-checking, and approval process, and can be deployed on-premises or in Azure cloud.
CorpIntake is an application for client and matter intake with the following features.
1. Data collection with dynamic forms
2. Integration with existing systems
3. Conflict search and approval workflow
4. Auditing.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
3E
Active Directory
Microsoft 365
NetDocuments
iManage
Pricing Details
$199 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Collective
Founded
2020
Country
United States
Website
www.collective.com
Vendor Details
Company Name
PaayaTech Inc.
Founded
2007
Country
Canada
Website
paayatech.com/corpintake/
Product Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Bookkeeping
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Collections
Expense Tracking
Fixed Asset Management
General Ledger
Payroll
Revenue Recognition
Spend Management
Tax Management
