Put your tax-season revenue on autopilot. Prepare agreements in bulk, give clients a clear path from signing to tax intake, and get paid automatically. Pricing stays aligned as the work changes.
Get clients committed, protect what you earn, and get paid automatically.
Book a call↗Engagement letters, hand-drawn signatures and Section 7216 consent in one signing workflow.
No more juggling separate signature requests.
Keep scope, pricing and billing aligned through your Anchor Agreement.
No more leaving extra work out of the bill.
Send clients to StanfordTax after signing, with emails reminding them to complete their organizer.
No more manually sending every next-step email.
Secure payment details upfront. Anchor invoices and collects according to your terms.
No more manually chasing each payment.
A little preparation for your firm.
A connected journey for every client.
Choose your template, add your clients, and tailor pricing individually or in bulk. Review and send your agreements together.
Clients review their Anchor agreement, draw their electronic signature, and provide payment details—with Section 7216 consent included where needed.
After signing, clients are redirected to StanfordTax to review and update their organizer. Email notifications remind them to complete it.
Anchor automatically invoices and collects payment according to the agreement. As the work changes, pricing follows the terms your firm defined.
We collected over ninety percent of our annual revenue before tax season even started, thanks to Anchor’s bulk proposal send.
I don't have to personally build every proposal anymore, my admin handles that and I just review it.
Anchor covers our one-off projects, retainers, and subscription billing in one setup, and sends reminders on its own. It's one less thing on my plate every season.
Explore the basics, then see how
Anchor Tax fits your firm.
Anchor Tax brings proposals, agreements, billing and payments into one connected tax-season workflow, so you can prepare engagements in bulk before the work begins.
Choose a proposal template, select your clients and recipients, set client pricing, then review and create drafts. You can upload up to 1,500 clients per batch, review the results and send the ready proposals together.
Anchor Tax is designed to keep the flexibility each client requires, with pricing, packages and additional services based on the work they need.
Define how extensions, add-ons and scope changes are priced in your Anchor Agreement. Client approval and billing behavior depend on the terms your firm sets.
Payment details are secured with the agreement, before the work starts.
Billing is set up around your agreed terms. The team can walk through the upfront and scheduled billing options that fit your tax engagements.
Share the types of tax engagements your firm handles during your demo so the team can confirm the right setup for your services.
After the agreement is signed, clients are redirected to StanfordTax and receive a confirmation email with their organizer link. Firms can also work with other organizers; the current automated redirect is to StanfordTax.
We’ll review your client volume and current process during the demo to help you plan your setup before tax season.
Not chasing agreements and payments.
Book a call↗