From the ease of setting up my services library to the reliability of collecting payments on my desired schedule, Anchor provides an upgrade to invoicing for my accounting business. I appreciate not worring about my incoming payments - I know they are taken care of. Review collected by and hosted on G2.com.

Some of my clients have compained about the Plaid integration for account verification, as it requests far greater permissions than should be needed to process a payment. That's not an Anchor issue, other than their selection of Plaid as a partner. Review collected by and hosted on G2.com.

I love that when I first set up a client I can include an agreement with details of services, as well as T&C's. The automatic recurring invoicing is also amazing. And I LOVE that I can pass the credit cards fees on to my client if I choose to do so. But that it also offers my clients to option to pay with ACH, which typically doesn't charge them the cc fees. Review collected by and hosted on G2.com.

Takes a minute to get used to, but the customer service is there to help, as well as great chat bots to lead you through questions if you get stuck. Overall, I love this system and replaced stripe (and a lot of fees) for me!! Review collected by and hosted on G2.com.

I love that I can send a client a menu of options for pricing, and they can choose the tier and add-ons they want. Then they put in their payment info, and Anchor takes care of the monthly payments.

This flexibility has allowed me to streamline my proposal and estimate process. Their new integration with Keeper, the accounting management software I use for client bookkeeping, saves me a lot of time. Review collected by and hosted on G2.com.

My only downside is that I have a lot of clients with low monthly payments. The $5 per transaction is more expensive than just invoicing through QuickBooks Online directly. But when the payment is more than $500 a month, it saves me a lot of money! Review collected by and hosted on G2.com.

Anchor has been a game changer for my billing process.

The platform is easy to navigate and has taken the stress out of chasing clients for payments. Everything runs smoothly, and I’m able to collect payments seamlessly. On top of that, the customer service has been responsive, helpful, and a pleasure to deal with. Highly recommend! Review collected by and hosted on G2.com.

I wish there was an option to split billing for a service—like charging 50% upfront as a deposit and the remaining 50% upon completion Review collected by and hosted on G2.com.

It has a straightforward, modern design. As we move into the Subscription economy, it is built like a SAAS platform for service-based companies. Sleek, easy to digest and creates options for clients. The UX is straightforward, and you can begin sending proposals on the first day. I switched from Practice Ignition a couple of years ago and never looked back! Review collected by and hosted on G2.com.

Honestly, I don't have any complaints. My only complaint from implementation was the lead time for ACH deposits (used to be 10 business days) now with a recent update, you receive them in 2 business days. They are always improving! Review collected by and hosted on G2.com.

I like the ease of the tool and how it keeps my multi-step agreements with clients in one place without me needing to ask for payment methods all of the time. It was a smooth integration and implementation process with my current processes as well. This is now my primary billing system. Whenever something comes up their customer service is very quick to respond as well and follow up which is great. Review collected by and hosted on G2.com.

I wish Anchor had a funnel type billing for sales during a discovery call where the client wants to pay in the moment rather than wait for an agreement. Review collected by and hosted on G2.com.

It is so easy to use, I love having the different templates for accounting related services and the way my proposals are presented is so professional. When it comes time to collect payment from my clients, I love that I don't have to even think about it. Anchor has helped immensely in streamlining my process. Integration with QuickBooks is seamless and it's been very easy to map things out correctly. Customer support is amazing and gets back to me within 24 hours. Review collected by and hosted on G2.com.

The only thing I dislike would be that I can't customize the invoices as much as I'd like to. Review collected by and hosted on G2.com.

Anchor has made the proposal and invoicing process SO smooth! Most of our clients pay on a recurring basis, and it's truly so easy to set that up as well as have invoices for one-off projects. The proposals look professional, are easy to navigate, and are easy for the client to sign. We use Anchor frequently throughout the month and haven't had any issues with client payments or the proposal process. We have had such a smooth sales process since implementing Anchor. Review collected by and hosted on G2.com.

I can't think of anything, we've truly had a great experiene. Review collected by and hosted on G2.com.

Ease and consistency of creating proposals/agreements. Favorite feature is automatic price increase! Review collected by and hosted on G2.com.

I wish it was easier to create a payment plan for large clean up projects. Splitting it into different services gets confusing for the client. Review collected by and hosted on G2.com.

Anchor is so simple to use. It allows me to create and send a proposal in minutes without having to worry about skipping over or missing anything. When the proposal is accepted, it integrates with Keeper to automatically add the new client along with any workflows that are mapped to the proposal. It is so easy to setup that I didn't even need any guidance, but when I have reached out to customer support, they are always quick to respond. I send out proposals regularly, so instead of having to spend hours on a proposal, I'm able to send it in minutes. I've even had clients tell me that they hope to eventually emulate my proposal through onboarding process because it is so seamless. They're always asking for feedback and adding things to their roadmap. They implement new ideas often too, so the product is already so much better than it was initially. Review collected by and hosted on G2.com.

They are still fairly new to the proposal market, so there are a few missing features. But none of them are major or impact the program. Review collected by and hosted on G2.com.