A modern platform for exceptional tax advisors
Optimize your tax practice with advanced software, in-house client success managers, curated high-value client introductions, and a professional community. All in one place.
Optimize your tax practice with advanced software, in-house client success managers, curated high-value client introductions, and a professional community. All in one place.
Everything you need to power your tax firm
An intuitive and collaborative client portal
Transform the tax experience for you and your clients with automated task updates, document and file uploads, questionnaires, payments, third-party integrations, and more.
Transform the tax experience for you and your clients with automated task updates, document and file uploads, questionnaires, payments, third-party integrations, and more.
Concierge support for your firm and your clients
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CLIENT ONBOARDING, REQUESTS, & REMINDERS
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ENGAGEMENT LETTERS, CLIENT RENEWALS, BILLING & PAYMENTS
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E-FILING AND ADMINISTRATIVE SUPPORT
Grow your tax practice with curated, high-value client introductions
New clients come to Harness for tax advice on complex matters such as equity compensation or business management, and get automatically matched with tax advisors best suited for their needs.
New clients come to Harness for tax advice on complex matters such as equity compensation or business management, and get automatically matched with tax advisors best suited for their needs.
Join the fastest growing community of expert tax advisors
With continuing education resources, support from like-minded peers, and a robust referral network, the Harness community is uniquely positioned to empower your tax firm’s growth.
With continuing education resources, support from like-minded peers, and a robust referral network, the Harness community is uniquely positioned to empower your tax firm’s growth.
“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
– Sam Boehr, JD, LLM
Ready to get started? Here's how it works
Meet with the Harness team
Speak to our Business Development team and other advisors on the platform to assess mutual fit and learn more about how Harness can help you optimize your tax practice.
Get to know the Harness platform
Our client success team will train you on your new tools and safely migrate your client information so you can seamlessly run your tax practice from day one.
Watch your business scale
Offer new tax services to existing clients, connect with new clients, choose where you want to specialize, and grow your tax practice year-round.
Schedule an intro today
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