CorpIntake

CorpIntake

PaayaTech Inc.
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About

Here at Collective, we’re kind of obsessed with S Corps. Why? Because the way you organize your business makes a big difference in how much you pay in taxes. And for most self-employed businesses, forming an S Corp could lead to big tax savings. When you become a member, you get your own accounting team and software to track and manage your finances. Answer a couple of questions about yourself and your business to calculate your potential tax savings by becoming an S Corp and running your business with Collective. Talk to a new business advisor to understand where you can save money and make sure a Collective membership is right for you. We only accept members that we’re confident we can partner with to save them time and money. Easily organize your S Corp with our online wizard. We'll also help you get an EIN, business license and open a business bank account. If you have questions, your trusted advisors will be there every step of the way.

About

CorpIntake is a web-based new business intake (NBI) application tailored to your requirements, allowing you to reduce risk and increase revenue by automating your manual processes. Expedite the process of file opening for new and existing clients. CorpIntake automates data collection, conflict checking, and approval processes, and can be deployed both on-premise or on Azure cloud. CorpIntake is a client and matter intake application with the following features: 1. Data gathering with dynamic forms for opening a new client / matter. 2. Automatic email notifications to stakeholders. 3. Integration to existing systems like your marketing database, document management system, or accounting system. 4. Conflict search and approval workflow to automate specific processes for gathering matter / client information electronically. 5. Auditing at all steps of the process including data gathering and conflicts resolution that can be reviewed any time.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies looking for a formation, taxes, accounting, compliance solution

Audience

Law Firm Owner, Lawyer, Assistant Lawyer, Chief Technology Officer, Chief Information Officer, Vice President Information Technology, Director of Information Technology, Information Technology Manager

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$199 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Collective
Founded: 2020
United States
www.collective.com

Company Information

PaayaTech Inc.
Founded: 2007
Canada
paayatech.com/corpintake/

Alternatives

Alternatives

SimplyConvert

SimplyConvert

SimplyConvert LLC

Categories

Categories

Integrations

3E
Active Directory
Microsoft 365
NetDocuments
iManage

Integrations

3E
Active Directory
Microsoft 365
NetDocuments
iManage
Claim Collective and update features and information
Claim Collective and update features and information
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Claim CorpIntake and update features and information