Anchor Reviews & Product Details

Anchor is very easy to use, the interface is intuitive and user friendly. The dashboard gives you a overview of everything going on at the moment. The templates save lots of time and the support has been wonderful! Support was so helpful when switching over our billing from our last platform, made it very painless to do. The email integration is great, you know immediately when proposals have been accepted, deposits made, and payment failures. Platform performance has been great, we never experiences downtime or any errors whatsoever. It's a total pleasure to use Anchor! Review collected by and hosted on G2.com.

Honestly, there is nothing I dislike about Anchor. I needed a bulk proposal feature and they were able to send me a spreadsheet tailored to my needs with instructions and they would take care of uploading it and adding all the proposals to our account. Review collected by and hosted on G2.com.

I like the convenience of using templates for my proposals. They speed up the proposal process because they’re already built, and I just plug in the rates for the client. Anchor automatically follows up with clients who haven’t responded to a proposal, which helps with the back and forth, and keeps my billing in one place. The merchant fees are much cheaper than many other options. The QuickBooks communication makes it seamless to record my deposits and keep my record keeping in one place. Review collected by and hosted on G2.com.

The client experience can be a little wonky when clients read proposals. They don’t always see all the information without clicking into it. The initial setup also took some time while I built Anchor around my business and brand. Review collected by and hosted on G2.com.

The software is intuitive and makes it very easy to build proposals, email them, and track their progress with the signer. I learned how to use the software in less than an hour and had my first proposal sent out within 2 hours of signing up. I love how you can create an invoice and bill right from the proposal as well. Review collected by and hosted on G2.com.

There are many steps to verifying your business and setting up payment processing. If you have to change a bank account, you have to go through verification again. Review collected by and hosted on G2.com.

Agreements and recurring billing are managed in one place, and can customize each agreement as needed. Also the ability to offer ACH as a payment option with no fees. Review collected by and hosted on G2.com.

I haven’t found anything to dislike so far. It just takes a little time to get familiar with everything, but it’s really easy to learn once you start using it. Review collected by and hosted on G2.com.

I like how I can set up different services and add them to each respective agreement. I like that I can create templates for agreements and reuse them. It's all in one place, making it easier to keep track of the agreed scope of work, billing, and terms of agreement. The income is deposited pretty quickly once billing takes place. Anchor charges a $5 transaction fee per client instead of a percentage, which is helpful. Connecting to my Relay bank account is another plus. Review collected by and hosted on G2.com.

a more customizable proposal so that my brand and the particular sections I want are included. It'd be nice to just build a document with my logo and even font. I'd like to have an intro, maybe a section where there are different levels and the client can select what services they want, then pop in with timeline to get started, terms and conditions, etc. Some steps can be a little confusing as far as editing services or editing agreements and ensuring the agreement is signed but then billing can start immediately or at a certain date. Review collected by and hosted on G2.com.

It is user-friendly, integrates great with QBO (any syncing errors are easy to see and fix).

Pricing is extraordinary and incomparable to anything else, expecially QBO Payments.

It is easy to use on my clients side- the interface is seamless.

It is easy for me to send packages, as well as multiple proposals so my clients can determine what is best for them and makes it easy to pick and sign up.

Billing is seamless!

I haven't had any crazy things I have had to work through, but don't think I would have any issues.

The product is so good I haven't needed any help from Support yet. Review collected by and hosted on G2.com.

Honestly, I have not found anything yet that I dislike. Review collected by and hosted on G2.com.

Anchor has been easy to use and is a great fit for my accounting firm. Its integration with QuickBooks Online helps keep my books organized, and I appreciate how simple it is to create service packages and make updates on the fly.

Overall, Anchor is straightforward, efficient, and offers good value. I would recommend it to other bookkeeping and accounting firms looking to streamline their billing process. Review collected by and hosted on G2.com.

The only limitation I've run into is that Anchor allows only one attachment, so when I need to include separate addendums or supporting documents I must combine them into a single file before sending the agreement. This workaround is manageable in most cases, but being able to attach multiple documents directly would make the agreement process considerably more flexible and convenient. Review collected by and hosted on G2.com.

I still like the platform and the processes. Review collected by and hosted on G2.com.

I've found myself having to customize things a bit more than the templates provide. Some of that may just be the nature of my business (Tax Advisory). I've also gotten confused between Proposal Templates and Services Templates. Some of that may be user error, but it can get fuzzy when you are in the middle of the process. Review collected by and hosted on G2.com.

I like the cost benefits and the level of customizability it offers. Review collected by and hosted on G2.com.

I really want a reconciliation report for the end of the month. As a bookkeeper, that would make things much easier for me. I’d also like the ability to preview everything before I send it to my clients, because right now I don’t know what it looks like from their end. Review collected by and hosted on G2.com.

Still use anchor as the standard in my business. It's continued to be very easy to use and manage billing every month and customize as needed. Love that they finally made it mobile friendly. Review collected by and hosted on G2.com.

Overall Anchor is continuing to improve. Any issues I've encountered tend to be a customer issue not a software/platform issue. Review collected by and hosted on G2.com.