Collective's Software Guide

Collective's Software Guide

Hello All!

Here is a quick breakdown of programs you may be asked to utilize as one of our spectacular Collective Clients:

Financial & Bookkeeping Software:

Quickbooks Online – Core Financial Data
Receipt Bank – Digital Receipt/Invoice Capture
Bill.com – Outsourced Accounts Payable & Receivable

Payroll Programs:

TSheets – Employee Time Tracking

Apex – Payroll System

Data Storage & Sharing:

ShareFile - Sensitive & Tax information Storage
Google Drive - Collaboration Environment

Misc:

DocuSign - Program to Safely Procure Signatures/Send Documents
Zoho Desk – Ticketing System for Support Requests and Help Items

*We have many cheat sheets located in our Knowledge Base which will help guide you on how to utilize the programs.*