At Harness, our mission has always been to bring clarity to the tax advisory process, making it more accessible and impactful for everyone involved. Today, we’re proud to enter a new era.
We’re excited to announce that we have raised $17 million in an oversubscribed round from key new and existing investors, including Three Fish Capital, Jackson Square Ventures, and Northwestern Mutual Ventures. Leveraging this new funding, we’re reinventing the tax advisor-client experience from the ground up.
Read the full announcement in TechCrunch.
Introducing Harness for Advisors
We’re proud to unveil Harness for Advisors, a comprehensive tax advisory solutions platform that seamlessly brings together advanced software, an in-house Concierge team, and a professional community, all in one place.
This new platform from Harness is designed to deliver an exceptional client experience while providing increased efficiency and impact for advisors. With an intuitive and collaborative interface, the Harness platform allows tax clients and advisors to easily share documents and questionnaires, handle payments, dynamically track the filing process, and ensure important filing and other tax deadlines are met. And with Harness Concierge, tax advisors are equipped with an industry-first in-house client success team to match them with potential new clients and handle billing, invoicing, e-filing needs, and more.
“Over the last decade, fintech has seen remarkable innovation, creating better entry points for a wide spectrum of services from banking to insurance, investing, and more. However, much of this innovation has occurred in areas outside of tax and has primarily catered to the DIY segment.
At Harness, we recognized this as a unique opportunity to build a solution that combined expert tax advisory services with an improved digital experience. With the new comprehensive tax advisory platform, we aim to redefine the way that advisors serve their clients.”
– David Snider, Founder and CEO
Exploring the benefits of Harness
With an intuitive and collaborative interface for both the advisor and the client, Harness delivers:
- A seamless advisor-client communications platform
- Time-saving tech to optimize the tax workflow
- One-of-a-kind in-house Concierge support
- The fastest-growing community of expert tax advisors
A seamless advisor-client communications platform
Harness for Advisors provides tools for seamless advisor and client communication.
Industry-leading business development support for advisors
For tax advisors, the Harness platform helps fuel a practice’s growth by matching clients whose needs align with a particular tax firm’s expertise. When a client requests an introductory call with a firm, the Harness Concierge kicks off and streamlines the onboarding process, enhancing the experience for both the firm and its clients. From there, tax advisors use the Harness client portal for efficient communication, fostering long-term relationships with clients. Additionally, the Harness Concierge team provides continual human support to ensure a seamless advisory process.
A personalized, high-touch advisory experience for clients
For clients, Harness is more than just a place to find a new advisor–it’s a comprehensive platform for getting personalized tax advisory and support services year-round. Whether they need to upload additional files or sign their returns, clients can easily navigate requests from their tax advisor within the client portal, bringing clarity no matter where they are in the tax filing process. Depending on the client’s unique needs, Harness Concierge is also available to answer questions, provide support with the portal, or support a client’s search for additional services outside of tax advisory.
Time-saving tech to optimize the tax workflow
From filling out questionnaires, uploading files, and paying retainer fees, advisors often spend valuable time requesting clients to complete the same tasks year after year. The Harness platform offers a comprehensive suite of tools and capabilities to help tax advisors run a more efficient practice and build stronger client relationships. By leveraging pre-set actions and templates, tax advisors can complete bulk actions, such as emailing annual filing questionnaires to all clients at once, bringing more efficiency to the tax advisory process than ever before.
“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, Harness Tax Advisor
One-of-a-kind in-house Concierge support
One of the most unique aspects of this tax advisory solution platform is its combination of technology with human support. The dedicated Harness Concierge team works closely with advisors and their clients, offering operational support including client renewals, engagement letters and invoices, new client onboarding, e-filing, and more. Concierge is the first point of contact for all Harness matters, for current or prospective advisors on the platform, clients working with one of our expert advisors, or a new client looking for tax advisory services.
Join the fastest-growing community of expert tax advisors
When tax advisors sign up for the Harness platform, they get access to so much more than just software; they join a nationwide community of expert tax advisors who can offer peer support, client referrals, expert advice, and more.
- Weekly coaching and discussion sessions: From industry experts to business coaches and mentors, tax advisors who join Harness gain exclusive access to workshops and presentations that will help them continuously improve their tax practices.
- Harness Tax Advisory Council: Tap into a members-only network of expert tax advisors from a range of disciplines to answer any questions that may come up outside of your area of expertise.
- An expert, invite-only community: For quick on-the-go questions and discussions, pose questions of fellow advisors in our invite-only Slack community, where fellow tax advisors share industry updates, ask quick questions, and more.
Harness is streamlining the tax advisory experience
Harness is setting a new standard for tax advisory. Join us as we reimagine the tax advisory experience and continue to innovate for advisors and clients alike.
If you’re a tax advisor interested in modernizing the tax advisory experience for your firm and your clients, or if you’re interested in starting your own tax practice, book a call with our team today.
Finally, if you’re a prospective client interested in finding the right tax advisor for your unique needs, register for Harness today.
About Harness
Harness seeks to make bespoke tax & financial advice accessible, intuitive, and valuable through a combination of innovative technology and exceptional advisory firms. We provide a seamless and insightful tax experience alongside a marketplace of supporting services to meet the advisory needs of business & equity owners. Our mission is to help our clients build confidence in the path to their best financial future.
Media Contacts
Karen Germ
karen.g@mktgsavvy.com
Nate Eldridge
neldridge@harnesswealth.com
Tax related services provided through Harness Tax LLC. Harness Tax LLC is affiliated with Harness Wealth Advisers LLC, collectively referred to as “Harness”. Harness Wealth Advisers LLC is solely a paid promoter, internet registered investment adviser, referring to third-party investment advisers.
