Harness Wealth

MARCH 14, 2025

For many small tax firms, the process of collecting client tax documents can be a time-consuming and a prolonged process. The good news is that technology solutions, like Harness, can streamline document collection and transform the way tax professionals work. Client experience is another area where manual processes fall short.

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

This can involve dedicated mentoring programs where the current owner or senior leaders share their experience and insights, or job shadowing, which provides first-hand exposure to different aspects of leadership and client management. Harness offers cutting-edge technology that can streamline the tax advisory process.

Taxes 52

Taxes Planning Accounting Clients 52

Harness Wealth

MAY 9, 2025

This can involve dedicated mentoring programs where the current owner or senior leaders share their experience and insights, or job shadowing, which provides first-hand exposure to different aspects of leadership and client management. Harness offers cutting-edge technology that can streamline the tax advisory process.

Taxes 52

Taxes Planning Accounting Clients 52