Faster Onboarding Engagements and Now with a Mobile App
Use Cases and Deployment Scope
Anchor helps our business solve our client on-boarding and engagement process. With Anchor we can tailor our client on-boarding process for each client's custom situation. Anchor also allows us to get paid faster and provides us the option to make changes to our engagements if our clients request additional services outside the scope of the current engagement.
Pros
- Custom designed engagement letters
- Getting Paid
- Changes to Engagements
Cons
- More robust integrations
- Dashboard Layout
- More Design Templates
Return on Investment
- Made our onboarding process much more efficient
- Allows us to get paid faster for better cash flow
- Keeps missed services (revenue) from falling thru the cracks
Usability
Other Software Used
Microsoft 365 Copilot, Karbon
