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Comparing Harness and TaxDome

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OUR ADVISORS BRING YEARS OF KNOWLEDGE AND EXPERIENCE FROM
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How does Harness compare to TaxDome?

Harness TaxDome
Marketplace for New Client Leads
Curated client introductions ✓ x
Concierge-led client scheduling ✓ x
Access to vetted financial planners & wealth managers ✓ x
Access to vetted trust and estate attorneys ✓ x
Dedicated Client Success Manager / Concierge Support
Concierge-led client renewals (engagement letter, retainers) ✓ x
Concierge-led client billing ✓ x
Concierge-led onboarding & platform migration ✓ ✓
Hands-on advisor product support ✓ ✓
End-client product support ✓ ✓
Client Management & Billing
Client list management via integration ✓
Time tracking via integration ✓
Invoicing via integration ✓
Payments via integration ✓
Client Portal
Client questionnaire & organizer ✓ ✓
Document sharing ✓ ✓
E-file authorization & acceptance ✓ ✓
Quarterly estimates & ad-hoc planning ✓ x
Equity tax planning ✓ x
Engagement Management
Bulk engagement creation & management ✓ ✓
Automated client status updates ✓ ✓
Client notifications & reminders ✓ ✓
Community of Advisors
Advisory Council of industry leaders ✓ x
Regular meetings with a practice coach ✓ x

Why tax firms choose Harness over TaxDome

TIME-SAVING TECH

An intuitive and collaborative client portal

Transform the tax experience for you and your clients with automated task updates, document and file uploads, questionnaires, payments, third-party integrations, and more.

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Harness Client Portal mockup
CONCIERGE SUPPORT

Concierge support for your firm and your clients

  • CLIENT ONBOARDING, REQUESTS, & REMINDERS

  • ENGAGEMENT LETTERS, CLIENT RENEWALS, BILLING & PAYMENTS

  • E-FILING AND ADMINISTRATIVE SUPPORT

CLIENT INTRODUCTIONS

Grow your tax practice with curated, high-value client introductions

New clients come to Harness for tax advice on complex matters such as equity compensation or business management, and get automatically matched with tax advisors best suited for their needs.

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Harness Comprehensive Tax Planning
COMMUNITY

Join the fastest growing community of expert tax advisors

With continuing education resources, support from like-minded peers, and a robust referral network, the Harness community is uniquely positioned to empower your tax firm’s growth.

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Join the fastest-growing community of professional tax advisors
INTEGRATES WITH LEADING TAX PREP & MANAGEMENT SOFTWARE
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Optimize your tax practice with Harness

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“I don’t have to chase clients for information anymore. The Concierge and the tech tools take the administrative work off my plate, empowering me to operate more efficiently.”

– Sam Boehr, JD, LLM

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FAQs

How does Harness help tax practices find more clients?

Harness provides advisors with warm introductions to clients with complex tax needs who are seeking personalized tax advice for themselves and their businesses. For firms on the Harness platform, tax advisory service fees range anywhere from $1,200 to $3,500 or more per client per year.

Is Harness an accounting practice management platform?

Harness provides similar capabilities as accounting practice management software but is built specifically for the needs of tax advisors rather than accounting professionals. Harness does not offer tools such as bookkeeping that more general accounting firms or CPA firms may need from their software. If you operate an accounting firm specializing in financial statements, bookkeeping, payroll, budgeting, or internal auditing, then selecting an accounting practice management software solution will better fit your needs.

Does Harness integrate with any software or platforms?

Harness integrates with leading tax prep and management software including Bloomberg Tax, and Thomson Reuters Checkpoint. Harness also integrates with leading client list management, CRM, time tracking, invoicing, and payment platforms, including HubSpot, PandaDoc, and Harvest.

Why should a tax advisor choose Harness over TaxDome?

Harness and TaxDome are both powerful tools for tax practice management, yet Harness offers specialized features that particularly benefit tax advisors managing clients with complex financial needs. Unlike TaxDome, which provides a broad array of general practice management tools, Harness focuses on connecting tax advisors with clients whose intricate financial situations require expert navigation and personalized advisory.

Harness distinguishes itself with its curated client introductions, ensuring that advisors are matched with clients that best fit their expertise and areas of specialization. This targeted approach not only enhances client satisfaction but also improves the profitability and efficiency of your practice. Furthermore, Harness excels in offering concierge services that handle critical administrative tasks such as client billing, engagement renewals, and detailed scheduling. These services allow advisors to dedicate more time to strategic client interactions, providing high-value advice without the distraction of operational details.

Additionally, Harness grants exclusive access to a network of vetted financial planners and estate attorneys. This access provides a comprehensive support system that extends beyond what TaxDome offers, enabling advisors to deliver a more integrated and holistic service to their clients.

For tax advisors focused on complex client portfolios and who value deep, advisory relationships supported by robust administrative assistance, Harness is the clear choice. If you’re ready to transform the efficiency and impact of your practice, consider scheduling an introduction to experience how Harness can drive better outcomes for you and your clients.