Get Paid on Time, Effortlessly.
Freedom from the burden of invoicing and collections.
One platform to make your billing cycle flow. Autonomously.
Why Tax Representation Accountants Love Anchor
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."
Anchor makes billing run itself
and gets you auto-paid, effortlessly
Automate the entire process, end-to-end
Interactive proposals and agreements
Send online branded proposals and engagement letters that are easy to sign digitally, and close fast.
Clients connect their payment method before you provide the service.
Invoices are populated and sent automatically according to your terms.
received on time
Pre-approved payment methods release revenue - with no surprises for customers.
Invoices and payments match up, and auto-sync with QB/O. No more cross-referencing!
Anchor is AMAZING! They’ve reduced my billing time by 90%. Since clients fill out their information, I don't have to write it down to input into my software. Easy setup for me, payments flow to my bank account. I literally set it and forget it. It's one less thing to worry about in my busy practice.
When I started my business, I bought a brand new car to pick up my clients’ checks all over town. It had 160.000 miles on it two years later. Even if you don't chase checks, I'm sure you chase clients around their schedules to get paid. That's the pain that Anchor fixes. I'm so excited!
The more I use it, the more I love it. I have clients that have been paying me with a physical check and didn’t agree to shift until Anchor. They instantly loaded in their banking info and their bill goes out automatically in the next week. You just solved a massive pain point for me!
This is awesome, exactly what I needed this whole time.I’ve been trying to do this for myself for 4 years…. Getting paid has been the hardest thing for me to stay on top of. This is exactly what I had envisioned in my mind as what I would do for my company, so this is PERFECT.
If you got AR collections, Anchor eliminates the need to hire a clerk to track down invoices and payments from clients. Instead, I can hire someone who can actually produce revenue… If I can eliminate that need I can grow faster.
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!
Anchor makes billing run itself and gets you auto-paid, effortlessly
Anchor is free to use with a flat $5 transaction fee. That’s it!
Everything Anchor comes with
Ex: for a $1,000 invoice that we collect, $995 will be placed in your account. We charge a flat fee of $5, regardless of the amount, and take no percentage. It's simple and transparent.
Anchor for Tax
Representation includes free
- VIP onboarding with a success manager
- Customized engagement letters
- Customized tax rep services
- Tax rep agreement templates
- Customized client T&Cs
the Tax Rep expert.
What is Anchor?
Anchor is a. automated billing & collections solution that ensures you always get paid on time, effortlessly. Anchor changes the old, manual way invoicing, collections and reconciliation are done, by solving the problem before it even begins, at the agreement stage! An Anchor agreement is used like a live document (or Saas billing engine ) that allows your client to sign your proposal and insert their payment information before you start doing the work!! Once your service is provided, or on an agreed billing due date, your invoices are generated, billed and reconciled based on the agreement and services you have Anchored with your client! This way, you get paid on time, every time, and your client avoids risks of fraud, duplicate payments and more.
Can I speak with a real human first?
Yes. Go ahead and find a time the best fits you Book a time.
How long does it take to set Anchor up?
Setting up Anchor is completely free and takes just a few minutes. Once you sign up, you’ll be asked to set up your initial business profile and add your logos and business information, so your clients can receive agreements with your business look & feel. The average set up time takes about 4 minutes. In any case, we’re always here to help. Just email us at [email protected] for any set up questions.
How secure is Anchor?
Anchor uses the highest forms of security available. All communication between your device, your servers, and Anchor is encrypted over HTTPS using up to 256-bit TLS encryption - the strength of protection you get with online banking. We never store credit card or bank account information. All of your data is stored on servers that are controlled with 24/7 monitoring and have strict physical access protocols.
How and when does Anchor charge me?
When you receive a payment, and only then, Anchor deducts $5 from the funds you receive. Anchor is completely free to use throughout the entire process, including unlimited agreements, users, clients, and invoices.
Once your proposal is sent and signed, it acts as a live agreement between you and your client. Invoices, collections, payments, and reconciliation are generated from your agreement automatically – saving you time, money, and energy, eliminating manual labor and workarounds, and preventing mistakes. As your client payment information is collected when your agreement is signed (and Anchored.. 😉 ), all that’s left for you to do is enjoy watching the funds transferred to your account, on time, automatically.
Is Anchor suited only for retainer based services?
Absolutely not!!! We developed Anchor knowing that the only constant in a business is change. You can add dynamic payment options, add new services in the middle of a billing cycle and address different billing dates, deliverable quantities and hour based caps. Anything that can be invoiced on paper, can be billed & collected with Anchor.
I have existing clients on a different billing platform, can I upload them to Anchor?
Yes! Anchor makes it easy to add your existing clients to the platform with ready-made templates. Plus, our team of success managers will help you migrate your clients over to Anchor. The entire set up takes just a few minutes and your clients will be up and running before your next billing cycle