Case Study: TaxProMarketer eliminates up to $100,000 in annual credit card processing fees with Anchor

TaxProMarketer cuts up to $100,000 a year in credit card fees with Anchor

TaxProMarketer, a marketing agency serving tax and accounting firms, faced significant operational and financial challenges with its previous billing setup. Using a combination of PandaDoc, Stripe, and a separate CRM was clunky, time-consuming, and resulted in the company paying between $7,000 to $10,000 monthly in credit card processing fees. They needed a more intuitive and consolidated billing solution from Anchor that could support recurring agreements and be easily adopted by their entire 27-person team.

By implementing Anchor's billing platform, TaxProMarketer gained an intuitive interface for the whole team and the ability to easily offer clients ACH payment options or pass on credit card fees. This solution drastically reduced their monthly processing costs, saving them an estimated $80,000 to $100,000 annually. Additionally, Anchor provided operational efficiencies, such as the ability to amend live agreements in minutes and gave billing staff instant access to all client information, eliminating previous friction.

TaxProMarketer