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Comparing Harness and Canopy

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OUR ADVISORS BRING YEARS OF KNOWLEDGE AND EXPERIENCE FROM
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How does Harness compare to Canopy?

Harness Canopy
Marketplace for New Client Leads
Curated client introductions ✓ x
Concierge-led client scheduling ✓ x
Access to vetted financial planners & wealth managers ✓ x
Access to vetted trust and estate attorneys ✓ x
Dedicated Client Success Manager / Concierge Support
Concierge-led client renewals (engagement letter, retainers) ✓ x
Concierge-led client billing ✓ x
Concierge-led onboarding & platform migration ✓ x
Hands-on advisor product support ✓ ✓
End-client product support ✓ ✓
Client Management & Billing
Client list management via integration ✓
Time tracking via integration ✓
Invoicing via integration ✓
Payments via integration ✓
Client Portal
Client questionnaire & organizer ✓ ✓
Document sharing ✓ ✓
E-file authorization & acceptance ✓ ✓
Quarterly estimates & ad-hoc planning ✓ x
Equity tax planning ✓ x
Engagement Management
Bulk engagement creation & management ✓ ✓
Automated client status updates ✓ ✓
Client notifications & reminders ✓ ✓
Community of Advisors
Advisory Council of industry leaders ✓ x
Regular meetings with a practice coach ✓ x

Why tax firms choose Harness over Canopy

TIME-SAVING TECH

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.

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Harness Client Portal mockup
CONCIERGE SUPPORT

Concierge support for your firm and your clients

  • CLIENT ONBOARDING, REQUESTS, & REMINDERS

  • ENGAGEMENT LETTERS, CLIENT RENEWALS, BILLING & PAYMENTS

  • E-FILING AND ADMINISTRATIVE SUPPORT

CLIENT INTRODUCTIONS

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.

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Harness Comprehensive Tax Planning
COMMUNITY

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.

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Join the fastest-growing community of professional tax advisors
INTEGRATES WITH LEADING TAX PREP & MANAGEMENT SOFTWARE
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Optimize your tax practice with Harness

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“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

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FAQs

How does Harness help tax practices find more clients?

Harness provides advisors with warm introductions to clients with complex tax needs who are seeking personalized tax advice for themselves and their businesses. For firms on the Harness platform, tax advisory service fees range anywhere from $1,200 to $3,500 or more per client per year.

Is Harness an accounting practice management platform?

Harness provides similar capabilities as accounting practice management software but is built specifically for the needs of tax advisors rather than accounting professionals. Harness does not offer tools such as bookkeeping that more general accounting firms or CPA firms may need from their software. If you operate an accounting firm specializing in financial statements, bookkeeping, payroll, budgeting, or internal auditing, then selecting an accounting practice management software solution will better fit your needs.

Does Harness integrate with any software or platforms?

Harness integrates with leading tax prep and management software including Bloomberg Tax, and Thomson Reuters Checkpoint. Harness also integrates with leading client list management, CRM, time tracking, invoicing, and payment platforms, including HubSpot, PandaDoc, and Harvest.

Why should a tax advisor choose Harness over Canopy?

Harness and Canopy provide valuable tools for tax practice management, but Harness offers distinct advantages, especially for advisors handling clients with complex financial needs. Unlike Canopy, which focuses on general tax workflow solutions, Harness specializes in creating meaningful connections through curated client introductions. These introductions ensure that advisors engage with clients whose complex scenarios align with their areas of expertise, maximizing the potential for both successful outcomes and high client satisfaction.

Harness stands apart with its concierge services, which manage essential administrative functions like client billing, engagement renewals, and sophisticated scheduling. This high level of support allows advisors to concentrate on delivering in-depth, strategic advice rather than getting bogged down by routine tasks. Additionally, Harness provides exclusive access to a network of top-tier financial planners and estate attorneys, enhancing the advisor’s ability to offer comprehensive and integrated services.

For tax advisors focused on delivering high-quality advisory services to clients with intricate financial landscapes, Harness is the superior choice. If you’re looking to elevate your practice by focusing more on client relationships and less on administrative overhead, we invite you to discover the unique benefits of Harness by scheduling an introduction today.