Articles

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.

a financial advisor meeting with a client

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.

Harness Ranks Highly 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.

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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.