Anchor for Tax Representation

One platform to send agreements and get them signed, invoiced, paid, and reconciled - automatically.

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

Get paid on time - always
Save hours of manual work
Auto-invoicing and auto-reconciliation
Revenue leakage is gone!
Eliminates invoice errors
Cutomized tax materials and terms
Agreements templated by a tax rep expert
It’s free
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."
Eric Green
Author and National Speaker IRS Civil and Criminal Tax Problems

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.

Pre approved
payment methods

Clients connect their payment method before you provide the service.

No touch

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!

Nancy D'Amato

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.

Alexandrina Mic-Podar
Bookkeeping & Financial Services

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!

Avi Kaufman
Software Development Agency

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!

Ladd Thorn
Professional Home Detailing

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.

Joe Tidwell
Bookkeeping & Financial Services

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.

Ruby Camilo-Garcia
Bookkeeping and Financial Services

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

Free digital signatures on cloud engagement letters
Receive clients' payment information and get paid automatically.
Free automatic invoicing populated from the e-letter
Get your clients to review, sign, and pay for your work before your final submission.
Automatic reconciliation
No merchant account fee
Control who pays the 2.9% credit card fee. (The default is set so the client pays.)
Free ACH
$5 per payment received
We get paid only when you get paid.
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
As used by Eric Green,
the Tax Rep expert.


What is Anchor?

How do I redeem my CalCPA member benefits?

Can I speak with a real human first?

How long does it take to set Anchor up?

How secure is Anchor?

How and when does Anchor charge me?

Is Anchor suited only for retainer based services?

I have existing clients on a different billing platform, can I upload them to Anchor?