Welcome to Anchor, the ultimate solution to streamline your billing. Anchor is designed to help you send agreements and get them signed, invoiced, paid, and reconciled -- automatically!

We understand the challenges you face as a tax professional and business owner Time and resources are precious, which is why we've partnered with Tax Rep expert Eric Green to create a tailored version of our platform specifically for your needs.

This article will give you an overview of Anchor's customized site for tax professionals and teach you how to send an agreement through Anchor.

To learn more about Anchor and how you can use it, watch this one-minute introduction:

Anchor provides you with ten service templates designed for your business as part of your customized account, available in your Service Library.

These services are ready to be added to any proposal that you create in Anchor. Examples include:

All services are set up with descriptions, pricing, and billing cycles and can be edited or duplicated to suit your needs!

Read more about setting up services in Anchor here.

We prepared ready-made drafts for proposals with services already inside, so you can send them quickly and onboard clients with just a few clicks.

To use the drafts, make sure to follow the steps below:

Read more about how to create an agreement in Anchor here.

Reach out to us to arrange a private walk-through or if you have any questions! 💜