Grow your tax practice with curated client introductions
Harness pairs you and your firm with high-value tax clients whose unique needs align with your interests and areas of expertise.
Harness pairs you and your firm with high-value tax clients whose unique needs align with your interests and areas of expertise.
How it works
Get automatically paired with vetted clients with complex tax needs.
When a new tax client registers for Harness, our platform recommends three tax advisory firms that best meet their unique and personal needs. Think of it as algorithmic match-making for the financial services industry.
When a new tax client registers for Harness, our platform recommends three tax advisory firms that best meet their unique and personal needs. Think of it as algorithmic match-making for the financial services industry.
Harness Concierge supports everything from scheduling to kicking off client onboarding.
Our in-house team offers client support from the very start to make sure new clients can get started with a tax advisor as soon as possible. From scheduling meetings, to answering high-level questions, Concierge is there to make client introductions more efficient than ever before.
Our in-house team offers client support from the very start to make sure new clients can get started with a tax advisor as soon as possible. From scheduling meetings, to answering high-level questions, Concierge is there to make client introductions more efficient than ever before.
Let's get started
Whether you’re building a brand new book of business or looking to add a few high-value clients, Harness can help you build your dream practice.
“Harness gave me the confidence to start my business from scratch. Less than 2 years later, I have a full book of interesting clients and they’re still helping me grow.”
– Kelley Maddox
– Kelley Maddox
Get started with Harness today
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.
Easily transition your practice
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.
More reasons to love Harness
Time-saving technology
Learn more
Concierge support
Learn more
High-quality client introductions
Learn more
Community of tax advisors
Learn more
Schedule an intro today
By submitting this form, you are agreeing to Harness‘s Privacy Policy