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Collective Reviews 

497
•
TrustScore 4.5 out of 5

4.5

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Review summary

Created with AI, based on recent reviews

Looking at 178 reviews, reviewers overwhelmingly had a great experience with this company. Customers frequently praise the dedicated staff and account managers for being exceptionally helpful, knowledgeable, and patient when guiding them through onboarding and daily financial tasks. People note that the platform streamlines bookkeeping, taxes, and business setup, making the entire financial process much more organized, clear, and stress-free. Some reviewers were not happy with slow response times, fragmented communication channels, and ongoing difficulties getting specific bookkeeping or tax questions properly resolved. A few consumers also mentioned challenges dealing with rigid system pathways and frustrating onboarding experiences that failed to meet their initial expectations.

What people talk about most

Staff

Reviewers highlight positive aspects of staff, frequently praising team members for providing helpful... See more

Service

Users describe ambiguous interactions with service, highlighting great support, knowledgeable staff, and... See more

Customer service

Consumers find customer service to be positive, highlighting dedicated account managers who patiently answer... See more

User experience

Reviewers mention positive feedback about user experience, highlighting clean dashboards, smooth onboarding,... See more

Response time

Customers had ambiguous experiences with response time, as many reviewers praised the team for being quick to... See more

Reviews shaping this summary

Rated 5 out of 5 stars

Two things 1) they make it SO simple, they really simplify an otherwise boring and menial task. The kind of people who need this - who this is for - they can't be bothered with the minutia and Collect... See more

Company replied

Rated 5 out of 5 stars

I had a good meeting today with Brian. We hadn't met before so he asked questions to get acquainted with my business. I established my agenda for the meeting and we were able to get through all my con... See more

Company replied

Rated 5 out of 5 stars

Although there have been some speed bumps along the way getting accounts and processes established, the team at Collective has always been quick to respond and has gone the extra mile to make sure eve... See more

Company replied

Rated 5 out of 5 stars

This is the first time I use a company to do the bookkeeping for my company, obviously I am impressed with the system. However, what I am the most impressed about is with Shobi. Shobi has gone above a... See more

Company replied


Company details

  1. Non-bank financial service

Written by the company

Collective is the first all-in-one back office built for solopreneurs. Our members save thousands in taxes each year and get time back to focus on their passion, not paperwork. Members get everything they need in one place for a simple monthly fee: entity setup (state LLC formation fees apply), payroll, monthly bookkeeping, annual S Corp tax filing, invoicing, and a team of experts at your side so you never have to go it alone. Built by solopreneurs for solopreneurs, Collective empowers you to run your business with confidence and peace of mind, backed by a tax-smart solution designed for you.

Collective Guarantee

We guarantee the accuracy of our work 100%.

We guarantee the accuracy of our work 100%.
When it comes to your Business Tax Return, Collective has your back. If you discover an error in your business tax filing, we will resolve inaccuracies and compensate you for related penalties and interest you may incur.

Contact info

4.5

Excellent

TrustScore 4.5 out of 5

497 reviews

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Asks customers to review

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Replied to 80% of negative reviews

Typically replies within 2 weeks

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4.5

All reviews

(497)

204 reviews in the last 12 months

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Rated 5 out of 5 stars

Collective made it super easy to set up…

Collective made it super easy to set up a brand new LLC taxed as an S-Corp. They have a knowledgeable support team that are highly responsive. The discounts they provide across various services you'd have to otherwise patch together make their fee extremely worth it. Very happy with this service and recommend it all the time.

20 February 2026
Unprompted review
Rated 4 out of 5 stars

The help has been amazing

The help has been amazing! I truly appreciate you guys talking with respect as some if not most of us are new to this.

My ONLY complaint I guess would be, being called other names besides my own. Twice this has happened already.

19 February 2026
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Reply from Collective

Hey Johnny - Thanks for taking the time to leave a review. Glad your experience overall has been good. We're looking into how this happened - it shouldn't occur at all.

Rated 5 out of 5 stars

SO EASY

SO. EASY. From setup to submission for everything in just a few days. All accounting set up in just an hour.

17 February 2026
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Reply from Collective

Howdy Jonathan, we're so excited to see this and glad to hear that it was a great experience. We're continuing to improve our onboarding process and make it easier for you to get set up the right way as quickly as possible. Excited to support your business!

– The Collective Team

Rated 5 out of 5 stars

Patient and knowledgeable

The people are always so patient and knowledgeable. This software really is the total financial package.

20 January 2026
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Reply from Collective

Hey Julia, glad to hear that the team is supporting you through tax season and you feel in control with everything in one place.

– The Collective Team

Rated 5 out of 5 stars

For those that need to be told what to do

So easy. Just press the buttons and youre good to go

13 February 2026
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Reply from Collective

Hey Lauren - Thanks so much for taking the time to submit a review. This is exactly what we strive for. We might change our website header to this :)

– The Collective Team

Rated 3 out of 5 stars

Good at first, declines over time

I've been a member for about 2 years. It's a decent platform and good idea but lacks in customer service execution. Seems their customer service for longtime customers is understaffed and under-trained, at least at the basic membership level. Response times on Customer Service request messages were decent at first, but have declined (as much as 2 weeks, usually 3-4 days). When I've made simple accounting requests (e.g., please add an accounting entry for Venmo fees I paid), it takes a month to resolve. The customer service staff don't seem to be trained in accounting, so they'll respond 3-14 days later with irrelevant information. It's frustrating. After I flagged the issues for her, my "Member Relationship Manager" was responsive and monitored my Customer Service message threads and trained the staff; this improved the issue temporarily. But the issues re-surfaced a few months later and now she's gone unresponsive for ~3 weeks. I rarely need human customer service, but when I do, I don't have the time to explain accounting basics to the staff. Seems I can save money and frustration by finding a CPA firm that does small biz tax, S-corp compliance and bookkeeping.

11 February 2026
Unprompted review
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Reply from Collective

Hi Shelley, thank you for the honest feedback and thank you for trusting us with your business for 2 years.

Our team has reached out to get some more feedback from you on how we can improve and make this right.

Rated 5 out of 5 stars

Collective is very responsive and…

Collective is very responsive and constantly remind me about completing task

9 February 2026
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Reply from Collective

Hey Chien! That's what we're here for. Glad we've been able to answer your questions quickly and effectively. We're excited to continue to support your business.

– The Collective Team

Rated 5 out of 5 stars

I'm a long time client

I'm a long time client, since near the beginning. I have witnessed Collective continue to make the hard things easier and continue to add more value.

I'm busy, maybe a bit lazy, so having many things automated actually makes running a small S-Corp viable

1 February 2026
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Reply from Collective

Hi Byron,

Thank you for being a long-time member and for sticking with us since the early days, that means a lot.

We’re really glad to hear that the automation and ongoing improvements have made running your S-Corp feel viable and easier to manage. Helping busy business owners reduce friction and overhead is exactly what Collective is built for, and feedback like this reinforces that we’re focused on the right problems.

We appreciate your trust and look forward to continuing to add value as your business grows.

– The Collective Team

Rated 5 out of 5 stars

A genuine godsend for accounting and taxes

I’ve been a Collective.com member for 3–4 years now, and the service just keeps getting better. They handle both business and personal accounting and taxes, and the difference compared to my old tax people is night and day. Everything is clearer, smoother, and far less stressful.

It’s hard to overstate what a relief it is to not dread tax season anymore. Having a team that actually understands my situation and stays on top of things has been a huge quality-of-life upgrade. For anyone running a business and tired of fighting spreadsheets and accountants who feel stuck in the past, this is absolutely worth it.

2 February 2026
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Reply from Collective

Hi Haje Jan,

Thank you for the thoughtful review and for being a member for 3–4 years — we really appreciate the trust you’ve placed in us.

We’re glad to hear how much of a difference Collective has made compared to your previous tax setup, especially around clarity and reducing the stress of tax season. Helping business owners move away from spreadsheets and outdated processes — and feel confident that both their business and personal taxes are handled correctly — is exactly what we aim to do.

Thanks again for sharing your experience and for being part of Collective. We’ll keep working to make things even smoother over time.

– The Collective Team

Rated 5 out of 5 stars

Jorge is the best!

Jorge was patient and kind and explained everything very easily. I am SO excited to be starting with Collective, everyone has been so great!

29 January 2026
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Reply from Collective

Hi Lauren - glad you experience with Jorge was great and we're excited to serve you.

- The Collective Team

Rated 5 out of 5 stars

Easy to use portal

Easy to use portal. Accountants that are very nice, informative and easily accessible.

28 January 2025
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Reply from Collective

Hi Jamie! We love to see this - we'll pass the feedback onto our product and design teams. Glad you experience with Jorge was great and we're excited to power your business.

Rated 5 out of 5 stars

Easy setup

Easy setup, very helpful guidance in asynchronous messages and scheduled phone calls.

1 January 2026
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Reply from Collective

Hey Geri - glad our team has been helpful and you've been able to get answers to the questions you need particularly during tax season. Thanks for being a member and we're honored to support your business.

- The Collective Team

Rated 5 out of 5 stars

Very easy process

Collective made the process of becoming an S Corp very easy. Their customer service is superb and I learned a lot along the way.

23 January 2026
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Reply from Collective

Hey Melissa - we might put a sign of this in our office. Superb customer service is what we strive for.

Thanks for taking the time to leave a review we know you're busy, and we're thrilled to have you as a member.

- The Collective Team

Rated 5 out of 5 stars

All of the staff whom I've interacted…

All of the staff whom I've interacted with have been professional, knowledgeable, helpful and kind.

22 January 2026
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Reply from Collective

Hey Hannah - this is what we strive for. Glad to hear you feel supported by our team. Thanks for taking the time to leave a review

Rated 5 out of 5 stars

Collective makes things easy from Incorporation to tax filing

Collective makes things easy from starting an LLC S-Corp to managing it month to month and completing your business taxes each year. They care about their customers and are really willing to support you and work with the ups and downs of business.

16 January 2026
Unprompted review
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Reply from Collective

Hey Shawn. Appreciate the kind words and thanks for taking the time to write a review.

As former solopreneurs, we understand that income fluctuates when you're self-employed and want to do everything we can to build a platform that support you.

Looking forward to supporting your business again this tax season and thanks for being a member and trusting us as your partner.

- The Collective Team

Rated 5 out of 5 stars

LLC member

Been following Collective for awhile but was initially told their services wouldn't be a good fit as I was still in the early stages of building my book of business. They reached back out to me recently, however, because they now accept LLC clients. Happy to say I'm now officially a member! Onboarding was simple and straightforward -- so far so good.

5 January 2026
Unprompted review
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Reply from Collective

Hi Carol,

Thank you for sharing your experience—and welcome to Collective! We’re glad we were able to reconnect once we expanded support for LLC clients and that the timing aligned with where you are in building your business.

It’s great to hear that onboarding was simple and straightforward. We’re committed to continuing to support you as your business grows and to making sure you get ongoing value from your membership.

Thanks again for joining, and we look forward to working with you.

– The Collective Team

Rated 5 out of 5 stars

Amazing platform overall very organized…

Amazing platform overall very organized and streamlined and best for any business that wants to minimize cost and maximize efficiency! Jonquala was super helpful with my first year tax info and calls are not that far out when you need to speak with someone like a specialist over Zoom! Love it!!

8 January 2026
Unprompted review
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Reply from Collective

Hi Serra,

Thank you for the great feedback, we really appreciate it. We’re glad to hear you found the platform organized and streamlined, and that it’s helping you minimize costs while maximizing efficiency. We’ll be sure to pass along your kind words to Jonquala as well.

It’s also great to hear that access to specialists and timely Zoom calls have been meeting your needs. We’re committed to continuing to deliver that level of support as you grow.

Thanks again for being part of Collective.

– The Collective Team

Rated 4 out of 5 stars

Super simple Only gripe I had was not…

Super simple Only gripe I had was not being able to attach my BlueVine Business Account.

5 November 2025
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Reply from Collective

Hi Luis,

Thank you for the feedback—we’re glad to hear you found everything super simple overall. We appreciate you flagging the issue with attaching your BlueVine Business account. Our team has already reached out to help get this resolved.

Thanks again for being a Collective member and for sharing your experience.

– The Collective Team

Rated 3 out of 5 stars

It was an ok process

It was an ok process, but the questions were too vague for an SCORP situation. It asks for example what is paid in federal taxes in my paychecks of me or my wife, but it was unclear if this was to include my Gusto Fica paychecks. If so, you already know this, so could include this in the wizard.

5 January 2026
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Reply from Collective

Hey Pete - really appreciate the feedback here. We've implemented the change to make that more clear. Thanks for taking the time to comment and for being a member.

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