--- title: "Anchor Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Anchor Software - reviews, pricing plans, popular comparisons to other Payment Processing products and more." source_url: "https://www.capterra.com/p/10031400/Anchor/" page_type: "product" language: "en" --- # Anchor Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on July 31, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Anchor ## What is Anchor? Anchor automate and manage your business entire billing cycle. \* Client payments that are always paid on time, automatically! \* On the billing due date, your clients will be auto-charged per their agreement. \* Your client will be auto-charged via their pre-approved credit card or ACH \* Pre-determine who pays the credit card processing fees (ACH is $0) Designed for accountants, consultants, agencies, and service providers, Anchor eliminates manual billing tasks, reduces human error, and helps prevent revenue leakage. • Close deals faster with branded online proposals • Send flexible agreements that evolve with scope and terms • Automate billing: recurring, hourly, fixed, or one-time • Accept ACH or credit cards with adjustable fee settings • Collaborate via roles, permissions, and audit trails • Give clients a self-serve portal and automated reminders • Sync with QuickBooks Online, Xero and 5,000+ apps via Zapier Just $5 per payment. No subscriptions. No limits. ## What is Anchor used for? [Billing and Invoicing](https://www.capterra.com/billing-and-invoicing-software/)[Payment Processing](https://www.capterra.com/payment-processing-software/)[Contract Management](https://www.capterra.com/contract-management-software/) Recognitions Best ease of use Overall rating Based on 30 user reviews Reviews sentiment Positive 100% Neutral 0% Negative 0% Starting price $5 Flat Rate, One Time Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... - Billing and Invoicing / 2026 - Contract Management / 2026 - Payment Processing / 2026 Our "Best of" badge program showcases products with the highest ratings... - Billing and Invoicing / 2026 - Contract Management / 2026 - Payment Processing / 2026 ## Anchor alternatives Highest Rated [4.7 (823)](https://www.capterra.com/p/163114/Zoho-Invoice/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.6 (1,474)](https://www.capterra.com/p/127994/Jobber/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.4 (3,316)](https://www.capterra.com/p/120109/Xero/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [4.2 (1,320)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/10031400/Anchor/alternatives/) ## FAQs about Anchor Overview ### Which roles and teams benefit most from Anchor? Anchor is most used by business owners, founders, and executive leaders who need tighter control over client workflows, document collection, and communication. Accounting professionals and firm administrators benefit from automating requests, tracking outstanding items, and keeping financial processes organized, while operations and administrative staff use it to streamline follow-ups and reduce manual coordination. Answer based on 30 reviews Overview ### What company size and industries is Anchor built for? Anchor is built primarily for small businesses, which make up 100% of reviewers, with the strongest fit in accounting at 83%. It also serves marketing and advertising firms at 7% and consumer services businesses at 3%, aligning with its audience of accountants, bookkeepers, agencies, advisors, and service providers for billing and invoicing. Answer based on 30 reviews Features and Usability ### What are the key features of Anchor? Anchor offers workflow automation, approval process control, and contract drafting for document and deal management. It also includes billing and invoicing, online payments, ACH payment processing, and recurring/subscription billing, plus reporting/analytics, audit trail, access controls/permissions, and third-party integrations. Pricing ### How much does it cost and what fees or limitations are included? Anchor starts at $5 per payment received with no subscriptions or limits. The free version and free trial are available. The plan includes unlimited users, proposals, clients, and invoices, and credit card processing fees are covered by clients, not charged separately by Anchor. Answer based on 8 reviews Integrations ### Which third-party tools and platforms does Anchor integrate with? Anchor integrates with 10 third-party tools, including Gmail, Microsoft Outlook, Slack, HubSpot CRM, Karbon, QuickBooks Online, QuickBooks Enterprise, Xero, Zapier, Make, monday.com AI Work Platform, Client Hub, Financial Cents, and Keeper. These integrations cover email, accounting, CRM, collaboration, and automation workflows. Answer based on 6 reviews Getting Started and Support ### What training and onboarding options does Anchor offer? Anchor provides live online sessions, webinars, documentation, and videos for team training. Live online sessions and webinars support guided instruction, while documentation offers written reference material and videos provide self-paced learning resources for reviewing features and setup steps. Answer based on 1 reviews Getting Started and Support ### What customer support options does Anchor offer, and how do users rate the experience? Anchor offers email/help desk, FAQ/forum, a knowledge base, and chat. Users generally describe support as fast, helpful, knowledgeable, and friendly, with real people available for troubleshooting and follow-up. Some note the chatbot is less effective for after-hours questions, but live responses the next workday are usually quick. Answer based on 11 reviews Ease of use ### Is Anchor easy to use? Anchor makes proposals, invoicing, agreements, and payment collection easy to manage in one place. Small business owners and service-based teams often find the interface intuitive and quick to learn, though a few mention that search or invoicing logic can take some initial adjustment during onboarding. Answer based on 10 reviews ## Features AI summary Based on 17,379 Payment Processing reviews Capterra reviewers point to these as the top priorities when choosing payment processing software: - **Data Security** (**58%** of reviewers rated this feature as critical) - **Online Payments** (**55%**) - **Debit/Credit Card Processing** (**52%**) Anchor supports all three features buyers rate most highly: **Data Security**, **Online Payments**, and **Debit/Credit Card Processing**. This coverage gives businesses a way to protect transaction data, accept payments through digital channels, and process card transactions reliably, helping businesses handle payments efficiently while maintaining trust and reducing risk. Data Security 5.0 (6) 100.00% of 6 reviewers that rated this feature as important or highly important Protect sensitive data for digital privacy Debit/Credit Card Processing 5.0 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Accept and process credit/debit card transactions Mobile Payments 4.7 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Clients can submit payments via mobile devices Billing & Invoicing 4.9 (8) 100.00% of 8 reviewers that rated this feature as important or highly important Create, manage, and send invoices or bills to customers Activity Dashboard 4.9 (18) 94.44% of 18 reviewers that rated this feature as important or highly important Dashboard to view the status of ongoing processes, identify current incidents and track past activities Real-Time Data 4.9 (14) 92.86% of 14 reviewers that rated this feature as important or highly important Receive data and information in real time Anchor 68 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounting Integration: Integrate with a third-party accounting system - ACH Payment Processing: Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Authentication: Verify the identity of users/devices to enable secure access - Automated Quoting: Generate rule-based quotes for clients automatically - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Completion Tracking: Track the current status and completion of activities, tasks, goals or deliverables via progress indicators - Contact Management: Manage, organize, and store contact information - Contract Drafting: Create, edit, and revise contracts/written agreements - Contract/License Management: Track, store, and access client contracts or licenses - Credit Card Processing: Accept and process credit card transactions - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Invoices: Invoices that can be tailored according to company's branding, payment terms and personalized information - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Security: Protect sensitive data for digital privacy - Debit/Credit Card Processing: Accept and process credit/debit card transactions - Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document - Discount Management: Track products that are for sale at a reduced price or part of coupon promotions - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Review: Review and analyze existing information across documents - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Dynamic Pricing: Real-time price adjustment for a product or service to reflect changing market conditions, geolocation, customer behavior, etc. - Electronic Signature: Digitally sign online documents - Email Management: Manage, store and organize emails within the system or via third-party apps - Encryption: Convert data into a code for security - For Tax Practices: Designed for tax practices - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Invoice Creation: Create invoices from scratch or have recurring invoices - Invoice History: Store and view prior invoices for each account/client - Invoice Processing: Creation, processing, verification, and execution of invoices till the payment is made - Mobile Payments: Clients can submit payments via mobile devices - Multiple Payment Options: Process payments via multiple modes directly through the application - Online Invoicing: Create, send, and view electronic invoices - Online Payments: Accept and process online payment transactions - Payment Processing: Accept, record, and reconcile financial transactions - Payment Reconciliation: Reconcile payments with corresponding invoices or orders for accounting purposes - PCI Compliance: Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS) - Pre-built Templates: Pre-defined templates within a library for common cases such as contracts, websites, emails, and more - Pricing and Cost Calculations: Calculate rule-based prices for a product/service - Pricing Management: Tool used to determine accurate pricing and product eligibility for borrowers - Projections: Estimate or forecast of a future scenario based on the study of present trends - Proposal Generation: Create proposals based on costs of labor and materials - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Data: Receive data and information in real time - Recurring/Subscription Billing: Automated process of charging customers at regular intervals for repeated access or use of a product or service - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Renewal Management: Manage and track the renewal process for various services, subscriptions, contracts, or licenses - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Team Collaboration: Allow multiple team members to edit and work on the same document - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Transaction Monitoring: Monitor or audit historical and current transactions to analyze customer account activities - Version Control: Track revisions and updates made to files and navigate between different versions - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.7 (30) 4.7 Based on 30 reviews ## Pricing Value for money 4.9 (30) Free Trial Free Version [View pricing plan details](https://www.capterra.com/p/10031400/Anchor/pricing/) $5 per payment received $5.00 Flat Rate,One Time It includes: - Unlimited proposals and agreements - Automated dunning emails and reminders - Unlimited clients - Unlimited team members - Automated invoices - Automated payments - Automated reminders - Custom branding Value for money 4.9 (30) 4.9 Based on 30 reviews ## Integrations [ Slack](https://www.capterra.com/p/135003/Slack/)[ QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/)[ Gmail](https://www.capterra.com/p/202338/Gmail/)[ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ monday.com AI Work Platform](https://www.capterra.com/p/147657/monday-com/)[ HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[ Xero](https://www.capterra.com/p/120109/Xero/)[ Zapier](https://www.capterra.com/p/130182/Zapier/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.9 (30) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (30) 4.9 Based on 30 reviews ## User reviews Overall rating 5.0 Based on 30 reviews Filter by rating 5(29) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent SK Shea K. CEO Accounting ### "We love Anchor!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 8, 2026 Pros We love the support of the team and how user friendly everything is, for both our team and our clients! Cons Nothing comes to mind at the moment! Sometimes I find the search features not as intuitive as I'd like, but that is probably user error on my part. Switched from [Ignition](https://www.capterra.com/p/140861/Practice-Ignition/) Expensive and complicated for infrequent users Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. Response from Vendor July 28, 2026 Shea, thank you so much! We love knowing both your team and your clients are having a great experience. On the search side, feel free to reach out to our support team anytime, they're happy to walk you through shortcuts that might help. – Yaniv, Anchor Marketing JB Jesse B. Owner Financial Services ### "Must try product" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 May 25, 2026 Pros Anchor speeds up the time to convert and collect from clients. I have been able to slash AR to nearly zero. Cons One area Anchor could work on is ACH payment times, but that is actively being sped up. When I first signed up ACH took up to 5 business days, that is now down to 3. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. Response from Vendor May 26, 2026 Jesse, thanks so much for the feedback. really means a lot! We’ve shared your request with our product team as we’re always looking for ways to better serve our community. Yaniv, Anchor Marketing DM Debby M. Firm Administrator Accounting ### "Anchor streamlines proposals and helps predict cash flow" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 March 9, 2026 Using Anchor has significantly improved how we manage client engagements and has streamlined the entire process so our experience has been pretty positive. Pros Their customer service is truly top-notch — always responsive and readily available to answer any questions as well as they are consistently making enhancements and improving their features which shows are real commitment to supporting their users. Cons There have been some quirks when I set up some proposals in the settings that can be confusing at first and need further clarification on. Switched from [Ignition](https://www.capterra.com/p/140861/Practice-Ignition/) Better features with Anchor that Practice Ignition did not have. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. Response from Vendor July 28, 2026 Debby, thank you for the honest feedback and the kind words about our team! We're glad Anchor has improved how you manage client engagements. On the proposal setup side, we hear you. If there are specific settings that still feel unclear, our support team is always happy to walk you through them. We're committed to making the experience smoother with every update. – Yaniv, Anchor Marketing LB Trucks S. Owner Professional Training & Coaching ### "Sign up now! " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 6, 2026 This has been a seamless process to help my clients have an even stronger professional experience with their contracts and billing process with me. Pros I am treated as a client rather than a number or a nuisance. The team, Priyanka and Nir were able to resolve any issues quickly to get my clients up and running. Cons I wish I had found it sooner! I was trying to piecemill a process; while Anchor does it all in one stop. Switched from [Jotform](https://www.capterra.com/p/158456/JotForm-4-0/) It was too cumbersome and lacked professionalism due to too many steps. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. Response from Vendor July 28, 2026 Thank you for this wonderful review! We're glad our team were able to get everything set up smoothly for you and your clients. Hearing that the experience feels professional and seamless is exactly what we aim for. Excited to keep supporting your business! – Yaniv, Anchor Marketing BL Brian L. CGO Consumer Services ### "Anchor is easy to use and affordable " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 February 28, 2026 Pros Anchor is a great value for the money. The customer support is extremely helpful and the tool has been easy to use and adopt for all of our clients. Cons There are some features that can be buried in services or particular menus, but the support team is always available with a real human person to solve those problems with my team. Switched from [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) auto pay sweeps were a necessary improvement to our process Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. Response from Vendor July 28, 2026 Brian, thank you for the kind words! We're glad the value and ease of use have made such a difference for your team and clients. On the navigation side - our support team is always just a chat away if anything feels buried. Your feedback helps us keep improving the experience. – Yaniv, Anchor Marketing Jennifer S. Co-Owner Accounting ### "Just do it!" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 February 26, 2026 \[sensitive content hidden\] with Anchor really held our hand during the onboarding and it was completely worth it! Thanks \[sensitive content hidden\]! Pros The main pro is the price. We are already saving a lot of money in our billing process since we've started. White glove onboarding was the best part of the process so far. I love having all my agreements in one place and visible to the client. Cons I want to be able to bill without changing the agreement each time and requiring an approval but not a huge Con overall Alternatives considered [BILL Accounts Payable & Receivable](https://www.capterra.com/p/166559/BILL/) Reasons for choosing Anchor interface was cleaner and we wanted someone to really hold our hand during setup. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. Response from Vendor July 28, 2026 Jennifer, this is so great to hear! We're glad the onboarding experience lived up to expectations. On the billing flexibility- did you tried the automatic approval of out-of-scope charges feature? It allows additional charges beyond the original agreement to be approved automatically after a set notice period. This helps streamline workflows while giving clients time to review upcoming charges before they take effect. https://help.sayanchor.com/en/articles/9667078-automatically-approve-out-of-scope-charges Please also reach out to our support team at support@sayanchor.com - there may be a workaround that fits your workflow today. – Yaniv, Anchor Marketing Barrett Y. Partner Accounting ### "We've Finally Found Our Payment Solution!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 26, 2026 We've been a very happy customer of Anchor for two years, and I don't foresee any reason we'd be looking to switch. It's easy to use, very customizable (for the parts that matter), and makes getting paid super easy. Pros Anchor makes it so easy to set up a suite of services, create a recurring or one-off engagement, and get paid. I love how lightweight it is, and that I've taught my staff to prepare our proposals (a process that used to take me hours in other platforms). And the pricing structure is so easy! Cons It can be a little tough to walk some clients through signing, especially those that aren't tech-savvy and don't have online bank logins. I wouldn't mind the ability to add a bank account manually and override the bank deposit verification (which increases completion times for clients who wait for paper statements). I would also love a few options for API interaction/embedding on our website, so we can start selling while we sleep! Switched from [Stripe](https://www.capterra.com/p/123889/Stripe/) [PandaDoc](https://www.capterra.com/p/131735/PandaDoc/) Fees, complexity, archaic WIP/billing system (Practice CS) PandaDoc was TOO customizable, I'd get lost for hours. And it didn't automate the actual collection process after signing. Alternatives considered [Ignition](https://www.capterra.com/p/140861/Practice-Ignition/) Reasons for choosing Anchor Easier to implement, lower platform cost. Bad past experience (nearly a decade ago) with Ignition Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. Response from Vendor March 1, 2026 Thanks for the kind words and the suggestion regarding our Anchor platfrom! We’ve shared your request with our product team as we’re always looking for ways to better serve our community. Please reach out to our support@sayanchor.com regarding our API options. Yaniv, Anchor Marketing. KF Katy F. CEO Accounting ### "A Game-Changing Platform for Service-Based Businesses" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 25, 2026 Anchor has been an absolute game changer for my business. It’s incredibly easy to use, intuitive, and built specifically with service-based businesses in mind. Everything from invoicing to payment processing feels streamlined and thoughtfully designed. Pros What I love most about Anchor is how simple and clean the platform is. Creating and sending invoices takes just minutes, and the payment processing is seamless for clients. The document signature feature is also a huge plus — it keeps everything organized in one place without needing extra tools. Customer support has been responsive and genuinely helpful whenever I’ve had questions. Overall, it delivers tremendous value for the price. Cons There’s honestly very little to complain about. If anything, I’d love to see even more customization options in reporting and branding, but the core functionality is excellent and works exactly as I need it to. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. Response from Vendor July 28, 2026 Katy, thank you for this great feedback! We've noted your interest in more reporting and branding customization. Great feedback that we're actively working toward. - Yaniv, Anchor Marketing ST Susan T. Owner Accounting ### "Anchor - My new favorite billing software" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 25, 2026 From the beginning Anchor has been helpful in the transition with myself and my clients. Their customer support is the best! Pros I love the dashboard and being able to track the status of all invoices - one offs and recurring. And the customer support is unparalleled. Cons It was difficult to grasp some of the ways they invoice, but now that I understand it and know how to use it I see the intelligence behind it. Switched from [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) I switched to Anchor on the recommendation from a colleague Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. Response from Vendor July 28, 2026 Susan, thank you so much for sharing this! We're especially glad the dashboard has become such a useful tool for tracking everything at a glance. The invoicing setup does have a learning curve, but once it clicks you really do see the logic behind it and it sounds like you nailed it. If you need help with anything we are always here to help at support@sayanchor.com Happy to have you on board! – Yaniv, Anchor Marketing Andrew N. President Accounting ### "An Excellent option" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 February 25, 2026 Very possitive. They have been open to our concerns and worked with us on our questions. They keep improving and seem to be very client centric. Pros I consider theirr service good value ofr money. They are reasonably easy to use and their customer support is better than average. Invoicing and signature integration is great. I like their flat fee pricing. Cons It is challenging to manage the periods of engagement. For CPAs, we like to have our clients on annual engagements, but that is not currently possible on Anchor unless you manualy terminate the agreements each year and then individually recreated them Switched from [Ignition](https://www.capterra.com/p/140861/Practice-Ignition/) Very expensive and I had a lot of chargebacks Alternatives considered [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) Reasons for choosing Anchor I wanted the one stop integration of the agreement, the terms and the invoicing. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. Response from Vendor March 2, 2026 Andrew, Thank you for the thoughtful review. If anything in your renewals still feels manual, let’s talk it through. We can help you sort it out, as we have done for many other firms. – Haley CB Christie B. Exec Assistant Accounting ### "Best Choice!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 24, 2026 Fantastic! Easy to use the software and a great price. Have recommended to many clients and they have started using it! Pros The customer support is the absolute best. I always have my questions answered promptly and everyone is super knowledgeable! Cons A little trouble with getting some of the invoices to have the right Class in QBO. Its probably user error but need to get that figured out. Switched from [BILL Spend & Expense](https://www.capterra.com/p/166905/Divvy/) Bad customer service and poor product, low control options Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. Response from Vendor March 2, 2026 Christie, Thank you for the kind words about our support team - that means a lot. I’ll pass that along to Rachel. On the QuickBooks sync piece, if anything still isn’t mapping the way you expect, please reach out to our support team so they can review it together with you and clean it up. – Haley JW Jen W. Operations Lead Accounting ### "Worth the transition! " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 February 24, 2026 Fabulous so far! We still have a ways to go, but right now the onboarding pains are heavily outweighed by ease of use and simplification of our processes. Pros Ease of process - everything in one place, payment processing is much cleaner when tracking and syncing to our accounting, and way less chasing declined payments. Their customer support is also on point; I can't sing their praises enough. They are the type of staff you wish you could poach for your own team - haha! Truly kind, patient, and knowledgeable people. Cons We have a very large client base, so the transition was not the easiest. Lots of manual work to get everything in on our end. We knew it would be hard, but definitely underestimated the workload. That said, the Anchor team has been fabulous to work with and supported the best they could at every turn. The only two things I would improve on is, one: to highlight sections of the terms that must be checked off when missed/skipped. We've had a LOT of back-and-forth emails with clients about not being able to complete their agreement because they skipped a check box section. It's not a huge deal, but when onboarding a lot of clients, that's become a time suck. If the agreement inherently bolded that section/turned it red or gave an error message to go back, that would be amazing. We even tried to pre-notify clients, but half of them don't read the emails fully to catch that instruction. And two: create a place for the customer to enter their billing information that would sync with our QBO. This is for our tax purposes. Our old system did collect addresses and would sync to our QBO, making life way easier. This is now another follow-up step we have to add to our list outside of the proposal. Switched from [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) [Proposify](https://www.capterra.com/p/133332/Proposify/) CC fees, constant/ongoing sync integration issues, ease of use, and combining things into one place. Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) [Ignition](https://www.capterra.com/p/140861/Practice-Ignition/) [PandaDoc](https://www.capterra.com/p/131735/PandaDoc/) Reasons for choosing Anchor Personal recommendations from trusted fellow professionals really helped tip the scales. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. Response from Vendor March 2, 2026 Jen, We really appreciate the honesty here. Migrating a large client base is never effortless, so your perspective is fair. We're glad the proposals, payments, and support experience have outweighed the bumps. As always, our team is here for you. Thanks for trusting us through the transition. – Rachel PB Penny B. CEO Accounting ### "Liking this APP" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 February 24, 2026 95% happy with overall use and support. The UI UX is user friendly. The support team response has been ok but was better before. Pros The combination of proposals and billing is a very easy process to not only use but to explain to customers. They ability to sync to our internal accounting app. Attaching a step by step onboarding process to the proposal would be a nice add. We put it in the Service but often it is buried and the prospect does not see it. Cons I cannot attach a pdf, docx or excel to the invoices. This causes me to have to send that in an email as a separate extra step. A real PIA. Switched from [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) Cost --- The combination of proposal and invoicing Alternatives considered [Ignition](https://www.capterra.com/p/140861/Practice-Ignition/) Reasons for choosing Anchor It was the best option. That simple. They have done a great job Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor July 28, 2026 Penny, thank you for the feedback! We're glad the combination of proposals and billing has made things easier for you and your clients. On the file attachment front - we recently released this function - You can now attach files to any invoice on Anchor - PDFs, CSVs, images, and more. This works across all invoice types: ad hoc charges, scheduled invoices, and already-issued invoices. For ad hoc charges and scheduled invoices, the attachment is automatically sent with the invoice email - your client receives both the invoice and the attachment as separate PDFs. Reach out to our support team at support@sayanchor.com if you need help enabling it. As for support response times, we take that seriously and would work to improve it. JJ L. Co-Founder Accounting ### "Exceptional Service, Highly Recommend " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 24, 2026 I've been a raving fan of Anchor since we first started, and they continue to roll out new features and updates that make my experience even better. Their pricing is ideal for our model, their customer service is second to none, the experience for our customers feels elevated and secure and I'm so thankful we have partnered with Anchor for our engagement letter and payment processing system. Pros Customer service is hands down the best of any software or platform we use. From onboarding to ongoing questions to troubleshooting - I have gotten every question answered quickly and completely, and then they even follow up to make sure I don't need anything else! Cons There are a few features I wish they had around timing of payments, and I wish there was a more direct way to enter out of scope time for billing like we can do in other systems. But anytime I have feedback about a feature I'd like, they are excited to take that back to their team and see about including it in a future update. Switched from [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) Originally it was for the pricing (fixed fee vs a percent of the bill) but having the engagement letter/terms agreement as part of the program was key. Alternatives considered [Financial Cents](https://www.capterra.com/p/186837/Financial-Cents/) [Karbon](https://www.capterra.com/p/156181/Karbon/) Reasons for choosing Anchor Honestly, I loved your marketing at Intuit Connect, then once I met the team and demo'd the product it was a no brainer. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. Response from Vendor March 2, 2026 JJ, Thank you for being with us for so long. I still remember when we met at Intuit Connect. It really means a lot to hear that Anchor is supporting your firm and living up to expectations. On the timing and out-of-scope billing side, we’ve made improvements over time, especially around adding one-off items directly into agreements without disrupting the structure. If anything still feels off in your specific setup, I’m always happy to look at it together. On behalf of everyone here, we're grateful you’ve partnered with us. – Elad JD Julie D. COO Accounting ### "Signing up was one of our best decisions ever" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 24, 2026 We have been with them since the beginning and were one of the earliest adopters. They were very attentive to our requests, and as an early, they developed a product that meets rigorous accounting standards and offers useful automations that work well. Pros It simplifies client onboarding and then the money just flows in naturally with very little effort! Our merchant processing costs dropped significantly and clients like the transparency. Cons They need to work on a mobile friendly view of their website. I also would like the ability to navigate to a different agreement without having to go back out to the main list and wait for the whole page to populate, which is slow for a company of our size. Switched from [NMI Payments](https://www.capterra.com/p/197203/NMI/) We had to set up each client in our gateway manually and bill them manually each month. Customers could only pay by credit card, and we paid the usual amount of fees. Client onboarding was complex, and every month we spent a lot of time chasing the money. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. Response from Vendor March 2, 2026 Julie, Thank you for the review for being an active part of making our platform better since day one! As for the mobile version - it's in the works, so expect some exciting updates soon. I've fwd the feedback on agreement navigation to our product team. – Elad AN Anonymous User Owner Accounting ### "Smooth proposal and payment setup and great customer service!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 23, 2026 I am so glad I switched. This is my 3rd payment platform, and this one trumps them all! I know I can always get a quick response when I have a question about Anchor! Pros I really appreciate that the proposal agreement and payment are combined in one place — it makes getting started simple and keeps payments running smoothly. It’s easy to set up and automate, and I don’t deal with the monthly issues I experienced with other payment platforms. The system is straightforward to review and update when needed, and customer service is responsive and knowledgeable. I highly recommend it. Cons Not a fan of paying $5 per invoice; wish there was a discount for each tier or amount of clients we reached. It gets expensive. Switched from [Forwardly](https://www.capterra.com/p/209834/Forwardly/) [Melio](https://www.capterra.com/p/184673/Melio/) issues EVERY month and it was exhausting. Alternatives considered [8am CPACharge](https://www.capterra.com/p/10021025/CPACharge/) Reasons for choosing Anchor ? I don't remember, but I like it now. Maybe price? Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. Response from Vendor March 2, 2026 Thank you for the review, and we're happy to hear third time's a charm! I appreciate you calling out the support team - I’ll make sure they see that. – Elad KZ Kane Zhan B. Accountant Accounting ### "Professional, Streamlined, and Client Friendly" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 August 28, 2025 Pros Anchor has been a game-changer for how I present proposals and manage client engagements. The platform is clean, intuitive, and professional. It makes sending, tracking, and getting approvals effortless. I especially appreciate how customizable and client-friendly the proposals are, which has helped me land new projects with more confidence. Highly recommend for any service-based business looking to streamline their proposal process. Cons My main frustration is the limited flexibility in formatting or layout control. Sometimes I wish I could tweak sections more freely. A bit more control here would make a big difference in creating more tailored proposals. That said, the team has been responsive to feedback and continues to improve the platform. Overall, I’d still highly recommend it to any service provider looking for a polished, streamlined proposal experience. Switched from [PandaDoc](https://www.capterra.com/p/131735/PandaDoc/) Looking for a more streamlined option that suit my needs. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor July 28, 2026 Kane, thank you for sharing this! We're glad Anchor has helped you present proposals more confidently and land new projects. On the formatting flexibilit, we hear you, and it's feedback our product team takes seriously. The team continues to expand customization options based on input exactly like yours. Appreciate you being part of that conversation! – Yaniv, Anchor Marketing RK Rose K. Owner Accounting ### "Anchor makes it easy to get paid" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 25, 2025 Pros Anchor is so easy to use for sending proposals, agreements, and processing customers payments. They continue to implement user feedback to make the product better and better. It’s perfect for my practice! Cons It took a while in the beginning to receive payouts, but they have transitioned to a new system and now I get them in 2 business days. Switched from [Dubsado](https://www.capterra.com/p/206389/Dubsado/) I loved how it was designed for accountants/bookkeepers. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RS Robert S. CPA Accounting ### "Billing made simple and stress-free" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 22, 2025 Anchor has taken the stress out of billing. It’s simple, reliable, and has definitely improved cash flow and efficiency. Pros I like how easy Anchor makes invoicing and payments. The automation saves me a ton of time, and clients pay faster. Cons No major downsides so far. It would be nice to see a few more customization options for invoices, but nothing critical. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ML Maggie L. Owner Accounting ### "Streamlined Contracts and Payments for Bookkeepers" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 22, 2025 Overall, Anchor has been an excellent addition to my business. It has helped me manage proposals and contracts professionally while automating payments in a way that reduces administrative work. My clients appreciate the clarity of the agreements, and I appreciate the peace of mind of having everything in one place. With a few small tweaks, it could be nearly perfect, but even as it is, I’d highly recommend it to other service-based business owners. Pros Anchor makes client management seamless by combining contracts, proposals, and payments into one platform. I really appreciate how professional the proposals and agreements look, and the fact that I can automate so much of the onboarding process. It saves me time and creates a polished, streamlined experience for my clients. Cons By default, Anchor sets payments to credit card processing, which passes the processing fee on to the client. While it’s very easy to switch to free ACH transfers, many clients miss this during setup. I’ve created a Loom video to walk clients through the process, but I wish the default setup made ACH the more visible option. Switched from [Adobe Acrobat Reader](https://www.capterra.com/p/170833/Acrobat-Reader-DC/) [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Before Anchor, my process for bringing on a new client was clunky and time-consuming. I had to create contracts and packages using a mix of Excel and Adobe, then send them for signature. Once the client signed, I would separately create a recurring invoice in QuickBooks Online (QBO). Not only did this take a lot of time and energy, but the workflow never ran smoothly. Payments didn’t always line up with the contract terms, and I often had to spend extra effort reconciling things manually. Anchor has completely changed that for me. Now I can send one professional, automated package that includes the contract, services, and billing all in one place. As soon as the client signs, everything flows seamlessly into recurring payments without me having to re-enter or track details. It saves hours of admin work, reduces errors, and creates a smoother onboarding experience for both me and my clients. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KC Kristen C. Owner Marketing and Advertising ### "Great user interface and has everything I need!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 22, 2025 Overall my experience has been great. Their customer services is quick, responsive, and detailed. I have no plans on switching anytime soon. Pros Very easy to use and simple user interface. I wanted to create packages, make items optional, and streamline my proposal process. Anchor was able to do all of these things. Cons I do with it was easier to edit their terms and conditions. However, I contacted their support with my suggestion and they seemed receptive. Hoping it changes in the future. Switched from [Docusign](https://www.capterra.com/p/121506/Docusign/) [Stripe](https://www.capterra.com/p/123889/Stripe/) I needed to be able to provide package options and add-ons. Alternatives considered [Ignition](https://www.capterra.com/p/140861/Practice-Ignition/) Reasons for choosing Anchor I did not like their pricing structure and fees. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Michael K. Owner Accounting ### "Anchor Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 August 19, 2025 I am very happy to have found Anchor for my proposals and billing. It sends nice looking proposals, allows the prospect to sign electronically, and then seamlessly collects payment. It is especially great for businesses that do recurring billing. You just set it when to invoice and forget it. Then the money shows up in your bank account a few days after the invoice date. Pros Professional looking online service agreements Automatically collects and processes payments for recurring invoices Good value for the cost Cons There is a little bit of a learning curve figuring out how to get it to bill exactly as you want it to. Switched from [Ignition](https://www.capterra.com/p/140861/Practice-Ignition/) I made the switch because Anchor is much more reasonably priced. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor March 2, 2026 Michael, Thanks for highlighting both what’s working and the learning curve. We encourage all our customers to contact our support team if anything feels unintuitive, and they'll walk through it. Appreciate the trust. – Haley CH Curtis H. Owner Accounting ### "Anchor FTW!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 19, 2025 Anchor has been a game-changer as far as cost and ease-of-use. We were using Practice Ignition before the switch and I haven't looked back. Pros I love the SAAS view that Anchor provides. We are a subscription CPA firm, so each client will easily see three tiered options and choose which is best for them. Their team is very attentive to issues that arise. For the most part, it is a set it and forget it system. Cons There are no engagement letter templates automatically loaded into the program. We use a Master Service Agreeement for our engagements but I could see how new firms may want to have a template for their different engagements. Switched from [Ignition](https://www.capterra.com/p/140861/Practice-Ignition/) Cheaper and better option for our subscription business. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Alexa B. Owner Accounting ### "Definitely Recommend Anchor-So Easy to Use! " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 19, 2025 I am really happy that I chose Anchor for my proposal/billing platform. It has made proposals and billing not such a big to-do for me, which, as a business owner, I have enough to-dos, so I am very grateful for that. Pros I like Anchor best for it's ease of use. Anchor has a very user-friendly interface and is integrated with QuickBooks Online, so I never have to worry about entering invoice or matching payments. Cons I don't have any complaints about Anchor. I have been using this product for almost a year, and it has been seamless for me and added a ton of value to my proposal/billing process. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. M Katie H. Owner Accounting ### "Game changing software for solo firm" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 18, 2025 As a solo firm owner, partnering with Anchor has been a game changer. They’ve helped me streamline my offerings, save countless hours, accelerate payment collection, and even upsell my services—all of which have strengthened my client relationships and my bottom line. It's a win-win all around. I can't recommend this software enough for firms looking to automate and streamline. Pros Anchor is an easy to use platform that streamlines proposals and payment. It integrates nicely with the tech stack I use freeing me up from manual work. Cons As much as I would like to say there is at least one flaw with this platform, there just isn't. It's perfect for my service based business. Switched from [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) I wanted the three tier proposal aspect that then processed payments Alternatives considered [Ignition](https://www.capterra.com/p/140861/Practice-Ignition/) Reasons for choosing Anchor I did not go with Ignition because of their pricing structure and fees. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor March 2, 2026 Katie, Thank you for sharing this! Running a solo firm is no small load, so being with you through this journey is our privilege. – Elad ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.