How Collective uses each platform — our conventions, not the vendor docs.
Primary work execution system — all client tasks, tax prep boards, YE close tracking, and internal projects.
Client accounting system of record. All bookkeeping, reconciliations, and tax AJEs are performed in QBO.
Tax return preparation software. All business and individual returns are prepared and e-filed through ProConnect.
Tax portal and client workflow management for the tax team. Return status and client communication tracking.
CRM and source of truth for client profiles. Engagement letters, client questionnaires, and portal communications.
Client portal for accounting clients — document requests, ASK transactions, and client questions. Portal-first communication standard.
Client-facing portal for document uploads and transaction questions during the monthly bookkeeping close.
Internal HR and payroll system. Employee records, onboarding/offboarding, and payroll processing.
Accounts payable and vendor payment management. Integrated with QBO for firm financial operations.
How-to guides for each system — Asana board structure, QBO naming conventions, Soraban workflow, and more — are being built out in the next phase.