Harness Wealth

MARCH 14, 2025

Many firms use unencrypted email or physical drop-offs to receive sensitive tax data, leaving confidential information exposed to possible breaches. 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.

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.

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.

Taxes 52

Taxes Planning Accounting Clients 52