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.
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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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Use this guide and our 1-page planning worksheet to help your tax practice build a marketing strategy to attract high-value clients.
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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.
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We’re excited to share that Steve Cheung has joined Harness as our Head of Engineering.
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We sat down with tax advisor Kelley Maddox to hear how Harness helped him start and grow his own tax practice, optimizing for both operational efficiency and firm growth.
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In this guide, we explore 10 ways a financial advisor can help an entrepreneur or small business owner create a strong business and personal financial plan. Plus, learn how to find an advisor that meets your needs.
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The first month of a tax client’s relationship with you is crucial. In this guide, learn how to implement an onboarding program that has the potential to increase revenue and retain more clients.
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If you self-file your taxes, especially if you have a complex scenario like owning a business or planning for retirement, you could be leaving money on the table. Let’s change that.
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In this guide, we explain everything you need to know about choosing a tax practice management software provider and compare four modern platforms for small tax firms and breakaway tax advisors establishing their practices.
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