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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.

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Our advisors bring years of knowledge and experience from
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Everything you need to power your tax firm

TIME-SAVING TECH

An intuitive and collaborative client engagement portal

Transform the tax experience for you and your clients with accounting workflow automation, 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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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

“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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