We constantly improve the Harness tax practice management platform each month to help firms modernize their tax practices. Check out our July 2024 updates, including improvements to our tax client portal.
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In this article, we cover three tips (including examples) on how to run an efficient tax firm, helping you provide top-notch service to your clients while maintaining effective business operations.
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Starting and raising a family is no small task. In this guide, we give you a checklist to help map out your financial life.
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Pricing is a key component to effective tax practice management. The right pricing strategy can help you attract high-value clients. In this guide, we explore strategies to optimize your pricing and drive profitability for your tax firm.
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Pricing is a key component to effective tax practice management. The right pricing strategy can help you attract high-value clients. In this guide, we explore strategies to optimize your pricing and drive profitability for your tax firm.
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We’re excited to share that Steve Cheung has joined Harness as our Head of Engineering.
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We sat down with tax advisor, Kelley Maddox, to hear how he went from an in-house RIA tax team to being a solo advisor with a book of 140 clients in just one year.
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In this guide, we explore 10 ways a financial advisor can help an entrepreneur or small business owner create a strong business and personal financial plan. Plus, learn how to find an advisor that meets your needs.
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The first month of a tax client’s relationship with you is crucial. In this guide, learn how to implement an onboarding program that has the potential to increase revenue and retain more clients.
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If you self-file your taxes, especially if you have a complex scenario like owning a business or planning for retirement, you could be leaving money on the table. Let’s change that.
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