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Balance client service and strategic tax planning with Anchor's automation tool, designed for tax professionals. Streamline proposals, agreements, invoicing, and payments so you can focus on expert tax advice and client growth.
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Transform approved proposals into agreements and automatically generate invoices when it's time to bill. This streamlined process helps ensure smooth and accurate billing for your tax services.
Keep a consistent and professional image across all documents by adding your firm's logo and customizing the color style of your proposals and invoices.
Use Anchor's library of predefined service templates for quick setup or import your own templates for customized proposals and invoices.
Craft agreements that can be tailored to your clients' needs. Changes can be approved automatically or manually for maximum control and flexibility.
Anchor's recurring invoices and automatic billing features minimize errors and free up time, allowing you to focus on providing tax services rather than manual billing.
Credit card and debit card processing fees of 2.9% + 30c can be passed on to your clients or absorbed by you.
Monitor your tax firm's financial health at a glance with our dynamic dashboard. You can view revenue, proposal pipeline, invoices pipeline, and real-time activity data.
Improve client engagement with a dedicated portal where clients can view proposals, agreements, invoices, payments and any documents.
Anchor allows for setting up partial payments or deposits and adding charges later. The invoice updates automatically, ensuring accurate billing.
Add as many users as you need and customize access permissions per user for creating, editing, and viewing information.
Provide your clients the ability to upload and approve documents directly on the platform. This includes a reject option for added flexibility and control in tax filing processes.
“Anchor has revolutionized our client onboarding, establishing itself as the essential tool we never knew we needed. With Anchor, we streamline each client engagement, confident that the billing pathway is secured. It seamlessly integrates the e-signature process, eliminating the need for separate platforms. By simplifying contract signatures and initial payments, Anchor ensures our business thrives in every subsequent billing. The added benefit of not requiring manual setups is just the cherry on top. Truly transformative for our operations and a testament to the power of integrated client engagement.”
I love Anchor for its ease of use in setting up agreements and proposals. The platform offers useful features that competitors miss, and there's no need to hire an IT or marketing person. My team and I have switched over to Anchor, and the customer support is superb. Plus, no monthly fees make it a win-win for me. Anchor is now the Anchor of my companies' ship!!
Anchor saves me time, allows me to get my agreements signed and paid automatically, and alerts me when it happens. And the best part is that it's free. It's literally a practice-in-a-box that increases my profit.
We are so happy we automated our billing with Anchor. We are saving valuable time processing billing and collections each month. Saving money in staff hours and wire fees. The best part for us is Anchor collects our payments on time and via ACH! Thank you Anchor!
“At Anchor, it's all about keeping costs down while elevating the client experience. What stands out? Every user has their own login, meaning no extra costs and no shared account confusions. The brilliance of merging the engagement/agreement with billing can't be overstated. It’s saved me from the age-old chase of getting clients to pay. The world-class white-glove onboarding combined with exceptional ongoing support has been a game-changer. While I'd love to see new features coming the platform's merits—like clear communication, time-saving billing, cost savings in a tricky economy, and ensuring client payment privacy—speak volumes. Anchor has been a lifeline, saving me thousands this year and gaining my clients' trust."
