Articles

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5 Digital Marketing Tactics for Tax Advisors

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

A collection of screenshots from the Harness tax advisory solutions platform

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.

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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.

Short-term Rental Tax Planning with Sam Boehr, JD, LLM. A free webinar from Harness

Webinar: Short-Term Rentals and the Use of Tangible Property Not Qualifying as a Rental Activity

Watch our educational tax planning webinar on Short-Term Rental Planning presented by tax attorney Sam Boehr.

Will Bressman Joins the Harness Board of Directors

Harness is excited to announce the addition of Will Bressman to its Board of Directors.

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Startup Employee Equity Compensation: 5 Questions to Ask Before Accepting a Job Offer

If you’re looking at a job offer with equity compensation, ask these questions to make sure you understand what you’re signing up for.

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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.

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Wealth Management: 10 Strategies for Business Owners, Entrepreneurs, and Startup Founders

In this guide, we provide 10 wealth management strategies for business owners and startup founders to aim to secure their financial future.

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First-Time Homebuyer Guide: Financial Planning Tips and Tax Benefits of Buying a House

Buying a home is a big decision. In this article, we guide you through the home-buying process, funding your down payment, creating a homeowner's budget, and the various tax breaks you may qualify for after buying a house.

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.