Focus on relationships, automate the back and forth.
Manage hundreds of client engagements, reminders, questionnaires, and more. At once, and with ease.
Manage hundreds of client engagements, reminders, questionnaires, and more. At once, and with ease.
How it works
Effortlessly gather all client documents on the first try
Automatically send clients their open items lists and a fast, easy questionnaire that doesn’t ask what you already know.
Automatically send clients their open items lists and a fast, easy questionnaire that doesn’t ask what you already know.
Automatically send smart, proactive client communications
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TAX SEASON KICKOFF
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TASK NOTIFICATIONS & REMINDERS
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CLIENT BILLING & RENEWALS
Save time by working in bulk
Efficiently process bulk actions for multiple clients at once. From document sharing to e-filing and more.
Efficiently process bulk actions for multiple clients at once. From document sharing to e-filing and more.
All with Harness Concierge support built in for you and your clients
So you don’t have to worry about all the tech support and other non-tax questions that fill up your inbox during the busiest times of the year.
So you don’t have to worry about all the tech support and other non-tax questions that fill up your inbox during the busiest times of the year.
“Extremely easy to use plus it gets easier year after year as the portal gets to know me.”
— Jaap V., Founder; Client at Maddox Team
“Extremely easy to use plus it gets easier year after year as the portal gets to know me.”
— Jaap V., Founder; Client at Maddox Team
Tailor your solution with Harness
Technology & Tools
→ Collaboration Portal
→ Tax Tech
Expert Support
→ Concierge
→ Advisory Council
Growth & Exposure
→ Client Introductions
→ Marketing & Branding
Talent & Community
→ Talent Marketplace
→ Prof. Services Community
What makes Harness different?
Personalized, human support from Day 1
We onboard you in days, not months with a dedicated contact, and ongoing support always at your disposal.
Personalized, human support from Day 1
We onboard you in days, not months with a dedicated contact, and ongoing support always at your disposal.
