Harness Wealth

MARCH 14, 2025

Without a secure system in place, firms face the risk of hacked email accounts, lost or misplaced documents, and even compliance violations with the IRS and financial regulations. The increasing threats of cybercrime make it essential for tax advisors to adopt safer methods for handling client information.

Taxes 52

Taxes Compliance Tax Planning Clients 52

Harness Wealth

SEPTEMBER 23, 2024

Key Takeaways: Too many tax practices are bogged down in commoditized administrative tasks and compliance work, making it challenging to cross-sell services to expand client relationships. The more a firm can either automate processes or outsource tasks, the more time it’ll have to build deeper client relationships.

Taxes 52

Taxes Clients Compliance Tax Planning 52

Harness Wealth

MAY 9, 2025

You need to assess individuals for their technical tax acumen, leadership capabilities, communication skills, and, importantly, their genuine desire to take on greater responsibility. Modern technology also improves the client experience through secure portals, all while maintaining data security and compliance.

Taxes 52

Taxes Planning Accounting Clients 52

Harness Wealth

MAY 9, 2025

You need to assess individuals for their technical tax acumen, leadership capabilities, communication skills, and, importantly, their genuine desire to take on greater responsibility. Modern technology also improves the client experience through secure portals, all while maintaining data security and compliance.

Taxes 52

Taxes Planning Accounting Clients 52