Client Management Planning Reference 
Harness Wealth
MARCH 14, 2025
The hours spent managing administrative tasks , following up on missing paperwork, and ensuring compliance take away from time that could be spent on higher-value tax planning services. Harness helps tax advisors streamline operations and enhance client experiences through a modern, all-in-one platform.
Harness Wealth
MAY 9, 2025
Most importantly, tax practices are built on strong client relationships and specialized knowledge. Succession planning for tax practices, therefore, is as delicate a process as it is important. Table of Contents Why is succession planning so vital for tax advisory practices?
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Harness Wealth
MAY 2, 2025
Given the widespread tax consequences of the TCJAs sunset, were going to explore the specific provisions that are set to expire, outline essential tax planning strategies to help reduce the impact of the upcoming tax increases, and look at how platforms like Harness can help tax advisors manage the TCJAs sunset more effectively.
FMG
OCTOBER 6, 2022
From financial planning and risk analysis tools to marketing automation platforms , technology streamlines processes, increases productivity, and helps you grow your business faster. CRM stands for Customer Relationship Management and is a technology used to manage your advisory’s relationships and interactions with clients.
Harness Wealth
SEPTEMBER 23, 2024
This history is valuable insight that can be used to retain loyal clients as you’re able to provide a more personalized client experience. But with proper planning, CRM software can enable firms to create more value from their sales pipeline and build deeper customer relationships over time.
Harness Wealth
SEPTEMBER 23, 2024
The Challenge: Tax Firms and CPAs Struggle to Expand Client Relationships Today, there is a significant opportunity for tax practices and CPAs to expand and deepen their tax-client relationships by offering more valuable, long-term services, including comprehensive tax planning.
Harness Wealth
MAY 2, 2025
Given the widespread tax consequences of the TCJAs sunset, were going to explore the specific provisions that are set to expire, outline essential tax planning strategies to help reduce the impact of the upcoming tax increases, and look at how platforms like Harness can help tax advisors manage the TCJAs sunset more effectively.
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