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Tax workflowBring agreements, billing, and payments together with the tax workflow your firm already uses. Anchor takes care of the revenue side, while StanfordTax helps you move clients from intake through workpapers to tax return delivery.
Use Anchor to get clients committed and manage billing and payments, alongside StanfordTax for collecting tax information, organizing workpapers, and delivering returns.
Less chasing. More time for client work.
Set scope, pricing, and payment terms in Anchor before tax work gets underway.
Let Anchor Agreements drive billing and payment collection, so your team spends less time following up on money owed.
Use StanfordTax personalized organizers, document requests, and reminders to collect the information your team needs.
"They connect to just about everything. It just saves so much time across all my companies."
Anchor handles your tax engagement agreements, billing, and payments, while StanfordTax handles client tax intake. Once clients sign their Anchor Agreement and provide their payment details, they're directed to StanfordTax to complete their tax organizer.
Yes. Anchor lets you prepare and send personalized tax engagement agreements in bulk, so you can get clients committed and ready for tax season without managing each agreement individually.
Yes. With Anchor, clients sign their engagement agreement and securely connect their payment method upfront. Billing and payment collection then run automatically according to the agreed terms.
Anchor is free to use, with no subscription fees, minimums, or per-seat charges. You pay a flat $5 fee for each successful payment collected and deposited. Any StanfordTax subscription or integration-specific fees are separate.
Your books stay reconciled without a single manual export.
Native sync so every payment flows back to your ledger.
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