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Practice managementYou can use Zapier to connect Anchor with TaxDome so that when a client signs a proposal in Anchor, a matching account and contact are created for them in TaxDome automatically, kickstarting onboarding immediately.
Anchor feeds signed and paid status into TaxDome, so the people running the work always know where billing stands without switching tools.
The work you already do, with the busywork removed.
Clients connect across TaxDome and Anchor with no re-entry.
See signed and paid status beside the engagement work.
Signatures can launch the work items that deliver the engagement.
Connect through Zapier and use a template to get running in minutes.
"They connect to just about everything. It just saves so much time across all my companies."
Yes. Signed and paid status flow into TaxDome so the team running the work sees billing without leaving the workspace.
TaxDome contacts match to Anchor client records, so the same person stays linked across both tools.
A signed proposal can open the matching work item, so delivery picks up the moment a client commits.
Tie billing status to the client work in your workspace.
Match collected payments to the work your team tracks.
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