Comparing Harness and Karbon

Understand the differences between Harness and Karbon so that you can make the right decision when selecting a tax practice management solution for your firm.

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How does Harness compare to Karbon?

	Harness	Karbon
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	✓	✓
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 Karbon

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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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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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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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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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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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

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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– 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 Karbon?

Harness and Karbon both offer robust tax practice management platforms, but Harness specifically caters to tax advisors managing clients with complex financial needs. Harness excels in providing personalized client introductions, ensuring that advisors connect with clients whose needs match their expertise, thereby enhancing profitability and engagement quality.

Unlike Karbon, which focuses on workflow efficiency and broad practice management, Harness offers comprehensive concierge services that handle critical administrative tasks like client billing and engagement renewals. This allows advisors to focus more on delivering sophisticated, strategic advice. Additionally, Harness provides access to a network of vetted financial planners and estate attorneys, enriching the advisor’s capability to offer comprehensive services.

If your practice specializes in complex client scenarios and values a supportive environment that extends beyond software functionality, Harness is the ideal choice. We invite you to explore how Harness can specifically tailor solutions to enhance your practice by scheduling an introduction today.