I am so pleased with Anchor! They make the task of invoicing and receiving payments run seamlessly every month. My clients are able to save their bank information for recurring payments securely, and they can change their payment method at anytime. The invoices are available to see, and they sync with QBO which helps with my practice bookkeeping. I have recommended Anchor to several clients as a way to save money and have a simpler monthly process. I love that I can easily setup a client to receive a proposal, have it signed, and process payment within a few days - it is so easy to implement. Review collected by and hosted on G2.com.

I have not found a down sides about using Anchor instead of other payment processing platforms. Review collected by and hosted on G2.com.

The best part about Anchor is real people providing excellent customer service very quickly, excellent prices to process a payment, beautiful integration with my agreements (on the Anchor platform), takes under a minute to send client an amended agreement or added service, ability to pass the cc fee onto the client if you choose to, maintenance free authomatic payment of invoices, great UI, company branding on all emails going to the client. You name it, they have it figured out. There is also a community group and the developers are serious as hell about making the product absolutely spectacular. Review collected by and hosted on G2.com.

tiny little functionalities that honestly are probable coming, but do not interrupt the flow of business. Chatbot could be much better. My client management system has a chatbot that knows every single thing about the platform and how it work enabling me to get after-hour answers immediately. However customer service is super fast when live people get back to work the next work day. Review collected by and hosted on G2.com.

The software makes sending proposals fast, easy, and professional. I love being able to use templates, create packages, have optional items that clients can addon, automate follow-ups, and track client engagement all in one place. It has definitely helped me put my best foot forward with prospects and win more business. Customer support has been great when I have questions. Review collected by and hosted on G2.com.

I really wish there were an option to turn off credit card payments entirely. I prefer to have all of my clients pay by ACH to avoid the credit card processing fees. I don’t like paying those fees myself, and I also don’t feel great about passing them on to my clients. Having more control over payment methods would be a huge plus. Review collected by and hosted on G2.com.

I love using Anchor to send proposals to my bookkeeping prospects & clients. Two of my favorite features are: 1. the client portal - they log in and manage their own payment information so no need for me to store, enter or update it. 2. the ability to create templates so that putting proposals together is easy peasy! Review collected by and hosted on G2.com.

Setting up the payment schedule is a little confusing yet. You have to pay very close attention to what is charged right away and what is charged later.

Also, if I sync the push the customer name to create a new customer in QuickBooks instead of waiting to sync to the QuickBooks file after I receive the invitation, QBO will create a duplicate customer. Not really Anchor's fault but something to keep in mind. Review collected by and hosted on G2.com.

I have been using Anchor since I started my business, and I would never look back! It's super user friendly and has made my proposal/billing process so easy with it's streamlined site and integration with QuickBooks Online. Not to mention, any time I have had a question or issue, Customer Support has been incredibly friendly and helpful. Definitely recommend Anchor! Review collected by and hosted on G2.com.

Anchor has been my one and only billing software for my business, so I have nothing to compare them to. That being said, I have no complaints so far as this software has added nothing but value to my business proposal/billing process and using it has been very seamless for me. Review collected by and hosted on G2.com.

What I love most about Anchor is that once I have a signed contract from a client, all of my billing and collection is handled for me! No need to manually send out invoices, or push invoices out on the right day of the month. No need to chase collections from clients who haven't paid. Just set it to automatically require payment up front, and recurring monthly and that's it! As a small firm, I don't have the time to deal with alot of extra administrative stuff. With Anchor I don't even have to think about my client payments. It's all done for me, and it syncs with QBO seamlessly, so when the payment is received in QBO, it's a simply match to the invoices! And you cannot beat the fixed rate pricing for ACH and ability to have the client pick up the credit card processing fees. And no subscription! Review collected by and hosted on G2.com.

A few minor things that could be changed to make Anchor even better. But they are so minor, I'm not even sure they are worth mentioning. Great job to the Anchor team! Review collected by and hosted on G2.com.

It makes the acquisition of new clients (almost) painless. Having the proposal, agreement, payment method all in one place is priceless. Anchor and the client take care of the nuts and bolts of payment so I can forget about it. It takes me about 3 minutes to create a new proposal, and I'm always finding new features in Anchor to make my business more successful. When I was implementing, I had questions for customer support and they were quickly answered. My business is in a fast-growth phase right now and I find myself in Anchor every day. It's not only useful, looking at my stats on the Dashboard is enjoyable! Finally, I have found the QBO integration to work like a charm. A couple of times, it seemed to not work as expected and both times it was my own error causing the problem. Love, love, love Anchor! Review collected by and hosted on G2.com.

I haven't found anything to dislike yet. It may happen someday, but at this point I doubt it. Review collected by and hosted on G2.com.

I love how user friendly it is. I love that proposals are easy to set up and send. The automation for reminders is amazing! I also love that I don't have to think about invoicing every month. I set it up, it sends, the client pays, and my firm receives the money. All this for a small fee and a large amount of time off my plate! I love that it integrates with QBO and Financial Cents making it even better. Review collected by and hosted on G2.com.

Sometimes I have small changes to an invoice, and I haven't set it up to incorporate that. I then have to wait for the client to approve the invoice. Probably more on my end of setting the initial proposal/settings up but that is really the only thing that occasionally slows me down. Review collected by and hosted on G2.com.

I absolutely love how easy Anchor is to use. It’s incredibly intuitive, which saves me so much time when onboarding clients and managing contracts. The seamless integration with QuickBooks Online was already a game-changer, and now with the addition of Keeper integration, it fits even better into my workflow.

What truly sets Anchor apart, though, is the customer support — hands down the best I’ve experienced. Responsive, helpful, and genuinely invested in making sure everything runs smoothly. Highly recommend! Review collected by and hosted on G2.com.

The only thing I’d love to see improved is the ability to customize client-facing views a bit more — just a few more options for branding or layout would take it to the next level. I feel like my customers never find the tab to pay by ACH and end up paying the credit card processing fee Review collected by and hosted on G2.com.

Anchor's customer support is top notch and I appreciate the whole team and their willingness to consider our use case scenarios in their planning. The fees are reasonable and the best I have seen. Putting together a service agreement takes minutes. And I haven't used it yet, but I'm excited about the automation features I'm learning about to automate our onboarding process. Thanks Anchor! Review collected by and hosted on G2.com.

It's hard to get current clients to make signing our agreements a priority, but it works great for new clients. I'd like to be able to customize the fee structures a little more, but Anchor is working on this feature as we speak. Review collected by and hosted on G2.com.