Building a tax business Archives

Michael Paley and Sami Sharif of Klingman and Associates presenting at the 2024 Harness Tax Advisor Forum in New York City

Q&A: How Tax Practices Can Work with Wealth Managers to Grow Client Relationships

We spoke with Michael Paley, Chief Operating Officer of Klingman & Associates, for a Q&A on how tax advisors can collaborate with wealth managers to better serve clients.

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How Tax Practices Can Stand Out in the Harness Marketplace to Attract New Tax Clients

In this guide, we show how tax practices can position their advisors in the Harness Marketplace to successfully attract new clients.

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5 Digital Marketing Tactics for Tax Advisors

Get 5 actionable tips to help your tax practice leverage digital marketing.

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CRM for Tax Professionals and CPAs: How to Effectively Manage Tax Client Relationships

Explore the top three challenges CRM systems help solve, plus see how to avoid the top four mistakes when implementing a new CRM at your tax practice.

A couple meeting with a tax advisor in their home

Tax Advisor Q&A: How to Build Better Tax Client Relationships Through Life Event Planning

Dive into a Q&A with recommendations from a tax advisor who has 35-plus years of experience in life event tax planning.

a business owner using an old-fashioned calculator for their business accounting

Tax Client Portals: A Guide to Selecting Software for Your Tax Practice

A secure client portal is a foundational aspect of your tax practice management software. In this guide, we explore what an effective client portal offers and how to select one that meets your tax firm’s needs.

How to Save Your Tax Practice 100s of Hours by Streamlining Client Engagement Letters (With a Case Study)

In this guide, we explore the multiple benefits of effectively sending tax client engagement letters annually. Plus, we show you how we can help your tax practice save hundreds of hours per year on the engagement letter process.

tax advisor meeting with a client in an office

Why (and How) to Change from Hourly Fees to a Retainer-Based Model at Your Tax Practice

Retainer pricing can help your tax firm attract high-value clients. In this guide, we dive into why and how to make the move away from hourly billing.

Two business partners meeting to discuss their tax practice

Tax Practice Management: 4 Tips to Consider When Buying a Tax Firm’s Book of Business

In this article, we dive into four areas your tax practice can analyze to help decide if taking over a book of business makes sense for your firm.

Tax advisors meeting to discuss a client matter

Tax Practice Management: A Guide to Effective Client Communication by Harness

In this tax practice management guide on effective communication, we give you a roadmap for improving client relationships and streamlining your firm’s communications strategy using the Harness platform.