Anchor
A comprehensive solution for automated proposals, billing, and payments collection, explicitly designed with accountants in mind.
📝 What is Anchor?
"Anchor is a tool designed specifically for accountants to automate their billing processes, from proposals to payments. It aims to streamline operations and improve cash flow for accounting firms."
🔑 Key Features
Automated Proposals
Send and update branded proposals and agreements that can be digitally signed, speeding up the closing process.
Automated Invoicing
Ensure that no billable work goes unbilled with automatic invoice population and sending.
Automated Payments
Facilitate pre-approved payment methods to ensure timely payments.
Client Portal
Provide clients with a dedicated portal for viewing proposals, agreements, invoices, and transaction history.
Recurring Invoicing
Set up unlimited recurring invoices for automatic billing, saving time and reducing errors.
Business Dashboard
Monitor financial health and activity with a dashboard displaying revenue, proposal pipeline, and invoices.
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Verify This Page🤖 AI Capabilities
Overview
No specific AI capabilities mentioned in the content.
Capabilities
AI Models
💰 Pricing and Plans
Pricing Overview
No specific pricing tiers mentioned, but it offers a free trial or plan without credit card requirements.
Free Plan
Free
- No credit card required
- Automated proposals
- Automated invoicing
- Client portal
✨ Free trial or plan available
🔒 Security and Compliance
Security Overview
Security measures include bank-level security for client transactions.
Security Measures
- Bank-level security for transactions
Certifications & Compliance
📊 Additional Information
Competitive Advantage
Anchor's unique selling points include its focus on accountants and seamless integration with existing accounting software.
- Designed specifically for accountants
- Automated billing processes
- Integration with QuickBooks Online
Future Developments
No specific future developments mentioned.
Update frequency: monthly
Integration and Deployment
Integrates with QuickBooks Online for seamless data synchronization.
Integrations:
- QuickBooks Online
Deployment Type: cloud-based
User Interface
User-friendly interface tailored for accountants, facilitating easy navigation and management of proposals and invoices.
Support and Resources
Support options include a help center and community engagement.
Support Types:
- Help Center
- Community Forum
Training Resources:
- Documentation
- Webinars
🌐 Links
🎉 Success Stories and Testimonials
Customer Feedback
Testimonials from various accountants highlight the effectiveness of Anchor in streamlining billing processes.
"Anchor has revolutionized our client onboarding, establishing itself as the essential tool we never knew we needed."
Julie DeLong
"I love Anchor for its ease of use in setting up agreements and proposals."
Sharrin Fuller
"Using Anchor has allowed me to streamline my tech stack and processes in my company."
David Leary
Unverified Page
This page has not yet been verified by the software vendor. The information presented here may not be fully accurate or up-to-date.
Are you the vendor of Anchor? Verify this page to ensure all data is accurate and up-to-date.
Verify This Page🔗 Related Tools
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