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Anchor engagement letters are built for accounting firms, turning every client engagement letter into a live agreement that captures payment, adapts to scope changes, and runs your billing automatically.
Replace a document that ends at signing with an agreement that protects your firm, secures payment, and keeps billing running for the life of the engagement.
Meet professional standards with legally binding terms that clearly define scope, fees, and responsibilities from day one.
Cut onboarding delays by letting clients review, sign, and securely vault payment details instantly.
Protect profitability by establishing clear service boundaries that dynamically dictate all future invoices.
Capture ACH or credit card details the moment the letter is signed, so the engagement starts with payment already guaranteed.
Update scope, pricing, or terms on the same engagement letter as the relationship evolves, no reprinting, resending, or re-signing.
Cover every requirement a professional engagement demands,
from legal signatures to ongoing billing, without a separate contract tool.
Capture a legally binding signature natively, with no separate e-signature tool required.
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Add multiple signatories to a single engagement letter and set their signing order, it finalizes only once every required signer has signed.
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Vault a client's ACH or credit card details on the same screen they sign, so payment is secured before work begins
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Update scope, fees, or terms on the active engagement letter as the relationship changes, with a shared change log both you and your client can see.
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Add recipients who can view and track an engagement letter separately from signatories who hold the legal authority to sign it.
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Turn the signed engagement letter into a live billing agreement, so Anchor invoices and collects payment automatically, on whatever schedule the work requires.
Learn more →“Once my templates were built out, I can have a proposal out the door in less than 60 seconds. The support and customer service are fantastic, one of the best in the software 'sphere' I work in.”
Anchor has allowed me to provide clients the ability to choose the package that works for them while automatically collecting payment monthly. It has removed me for collecting payment which has been a huge time saver as a solo firm runner."
Anchor has been awesome since we've started using it! I like that you can build out your templates, and send very professional and customizable proposals to clients. I've gotten great feedback from clients overall, and I like the different features Anchor has to offer. It's also very inexpensive and offers tremendous value.
Define scope, fees, and terms, then add every required signatory and their signing order.
The client reviews, signs, and vaults their payment method in the same session, no separate step required.
The signed engagement letter becomes a live billing agreement, and Anchor generates invoices and collects payment on schedule.
Update scope or pricing directly on the engagement letter as the relationship evolves, with a shared change log for both sides.
Every invoice and payment pushes automatically to your connected accounting software.
Integrations
Connect to the tools your firm already runs on, so your books and your tech stack move together, in real time.
Stay accurate and up-to-date at all times with an automatic real-time data sync with QuickBooks Online.
Connect QuickBooks →Stay fully synced with our Xero native integration, every invoice, payment, and reconciliation flows back to your ledger automatically.
Connect Xero →Connect Anchor with thousands of popular apps and automate your billing workflows without writing a single line of code.
Explore Make scenarios →Connect Anchor with thousands of popular apps, so you can automate your work and have more time for what matters most.
Browse Zaps →Works with QuickBooks, Xero, Zapier, Make, and more.
Based on 120+ reviews
Based on 30+ reviews
Switch to Anchor's engagement letter software and turn every client engagement letter into a compliant, self-billing agreement, no separate contract tool required.
Yes, you can add multiple signatories to a single engagement letter and define their specific signing order. It only finalizes once every designated signer has completed their legally binding signature.
Yes, clients can vault their ACH or credit card details on the same screen they sign the engagement letter, so payment is secured before the work starts.
Yes, you can add multiple signatories to a single engagement letter and define their specific signing order. It only finalizes once every designated signer has completed their legally binding signature.
Depend on your setting.
If this was the setting of the engagement letter, once signed, the engagement letter becomes a live billing agreement, and Anchor's billing engine generates and collects invoices automatically on whatever schedule the engagement requires.
You update the terms directly on the engagement letter rather than drafting a new one, and the change is recorded in a shared log both you and your client can see. See how this works on our features page.
No, clients access, review, and sign their engagement letter through a secure magic-link, no account or password required. See the client-facing experience on our client portal page.
Anchor is SOC 2 certified and PCI-DSS compliant, encrypts all data in transit with up to 256-bit TLS, and never stores card or bank account details on its own servers. See our data privacy and security practices for the full breakdown.
