Articles

Harness Ranks #1 on the 2024 Inc. 5000 Among All Tax Tech Startups

With three-year revenue growth of 2,040%, Harness joins the Inc. 5000, ranking No. 192 overall among America’s fastest-growing private companies, and no. 16 among all finance companies.

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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.

a couple meeting with a financial advisor in their living room

Beyond the Tax Return: Growing Your Tax Practice Through Comprehensive Planning Services

Learn how tax practices can implement a growth strategy by offering comprehensive tax planning services based on clients’ personal and professional milestones.

A couple meets with their financial advisor

Estate Planning: 2024 Trends for Tax Professionals to Watch

In this guest post, Harness Tax Advisory Council member, Griffin Bridgers, J.D., LL.M. covers some of the top estate planning trends that tax advisors should be tracking during the second half of 2024.

Harness July 2024 Updates: Tax Client Portal Improvements, Tax Practice Management Guides, and More

We constantly improve the Harness tax practice management platform each month to help firms modernize their tax practices. Check out our July 2024 updates, including improvements to our tax client portal.

young parents calculating and managing family budget while sitting at table with laptop at home

Financial and Tax Planning: A 10-Point Checklist for New Parents and Families

Starting and raising a family is no small task. In this guide, we give you a checklist to help map out your financial life.

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Marketing Strategies for Tax Advisors: A Practical Guide to Help Grow Your Tax Practice

Use this guide and our 1-page planning worksheet to help your tax practice build a marketing strategy to attract high-value clients.

How to Price Your Tax Practice’s Services to Drive Revenue Growth

Pricing is a key component to effective tax practice management. The right pricing strategy can help you attract high-value clients. In this guide, we explore strategies to optimize your pricing and drive profitability for your tax firm.