Anchor Reviews & Product Details

Anchor has brought me peace of mind when it comes to managing billing for my business. Their billing agreements are a standout feature—they provide complete transparency between my clients and me, ensuring we’re always on the same page about services and costs. The automatic invoicing and collection processes are incredibly efficient, saving me time and hassle. I also appreciate their pricing structure—it’s fair and allows me to pass on credit card fees, which is a huge plus. Review collected by and hosted on G2.com.

Not much! It does have a learning curve, and setting everything up takes a little time, but the support team is fantastic and guides you every step of the way. Review collected by and hosted on G2.com.

This is my second year using Anchor. It has helped streamline my invoicing. It has ways to add out of scope charges as well as to let the client pay via ACH or credit card. If they pay by credit card, the client is billed. For my tax clients, it has helped to get payment in advance as well as to have them sign my client service agreement in advance. It also syncs with QuickBooks Online, including adding new client names to QBO. As far as implementation, there is no startup fee, and they spent all the time I needed to help me. Overall, very happy to have Anchor on my team. Review collected by and hosted on G2.com.

I would like to add completely separate agreements for existing clients, but this means that they have to reset their payment method. Chat support could use faster response time. But once they do respond, they are very helpful. Review collected by and hosted on G2.com.

Anchor has saved me HOURS of work in the half year I have been using it. The proposal function used to be a bottleneck, simply because it was a paint to customize and overthink my old archaic platform. Anchor's clean interface is so user-friendly and inviting I'm actually excited to create and send proposals! Review collected by and hosted on G2.com.

I did not realize at first the default proposal reminders that go out to prospects were a bit more aggressive than I'd like. I was able to go in and adjust those so prospects get fewer reminders. This is likely just a preference of mine but it would have been nice to be asked this in general during initial setup. Apologies if I missed it! Review collected by and hosted on G2.com.

I like that the proposals are customizable and you can great templates. It's nice to have a standard template to send prospects. It's also very inexpensive, and you can choose to either have the client pay CC fees, or absorb them yourself. It's very professional and leaves a good impression on clients. Review collected by and hosted on G2.com.

One thing I would like them to add is the ability to create items within a service package, and not include the individual prices of each item - just the overall package. I want to have a bit of a breakdown so I can record the items and service in my own Quickbooks, to track the items themselves, but then on the client side I don't want them to see the breakdown of each item. I just want the overall monthly service amount. Review collected by and hosted on G2.com.

Anchor is the payment solution I was searching for. I love that I don't have to store my clients billing information. I like that my clients have the ability to see our agreement anytime and can update their billing preferences whenever they choose. The product is easy to use and saved me time un my processes. The integration with QBO is also a lifesaver. Review collected by and hosted on G2.com.

No complaints at this time. The product has bee great so far. Review collected by and hosted on G2.com.

Anchor saves me time. I can create proposals and send them out in a fraction of the time it took me before I found Anchor. They also save me money because their fees per transaction are a lot less than I was paying before. I don't want to have to do my business without Anchor. Next to QuickBooks, they are my most valuable tech. The customer service is good, too. Responsive and smart. Review collected by and hosted on G2.com.

The only downside is, like all powerful software, there is a learning curve. It is user friendly and well designed, but it does take time to learn how to use it efficiently. Now that I have it figured out (mostly), it is easy to use. Review collected by and hosted on G2.com.

I love that my billing is done automatically, each month, with no thought from me. In addition to that, anytime a client requests an additional service, it's very easy to add the charge to their account and know that my payment is on the way. I never have to chase down my money. Customer service is very responsive and helpful. I'm very pleased with the service! Review collected by and hosted on G2.com.

There's nothing I dislike about Anchor. You have to learn how to set up your agreements and invoices correctly. Once you get past that learning curve it's smooth sailing. Review collected by and hosted on G2.com.

I run a tax firm & have been looking forever for a way to create advisory "packages" for my client to self-select. Been through many different software & spent a LOT of time trying to sustain that. When I heard about Anchor- I checked it out, the ease of the set up and sending the packages is mind-blowing! The ability to easily transfer credit card fees to client. The fee/ transaction (a low $5) & no other overheads to worry about is stress-free. It integrates well with QBO & Zapier, so I got many automations in place now. Customer Support is great. Review collected by and hosted on G2.com.

The 10-day delay in pay-out if client picks ACH to pay is the only downside. This may get improved once I get added to "Fast Pay". I am not sure if I have been added yet. At this time, we can create 3 packages- if more can be added- it will be awesome. Review collected by and hosted on G2.com.

I love that I can have new clients sign a proposal and pay their invoice in one place. Its less moving parts for the onboarding process. Review collected by and hosted on G2.com.

I wish that Anchor had an option to automatically apply late fees without need "approval" from the client. Its in my contract, they don't get to approve whether or not they pay it... Review collected by and hosted on G2.com.

Anchor has dramatically improved our client onboarding and billing workflow. We love how easy it is to send branded proposals, automate engagement letters, and collect payments seamlessly. The user interface is intuitive for our team and clients, and the automation has saved us so much time. It helps us present our firm professionally while keeping everything compliant and organized. Review collected by and hosted on G2.com.

There’s very little to dislike—Anchor does exactly what we need it to do. Overall, it’s been a solid and reliable solution for our firm. Review collected by and hosted on G2.com.