Invited by your advisor

Welcome, we're glad you're here

You’ve received an invite via email from your tax advisor. Welcome to Harness – your modern platform to collaborate with advisors.

Accepted your invite? Log in →

Meet Harness

A secure place to collaborate with your tax & financial advisors - anywhere, anytime.

On Harness, you can securely share tax and financial information with your advisor, sign contracts, and make payments – all in one, digital, easy-to-use platform.

How it works

Accept your email invite

You’ve received an invitation to the Harness platform via email. Having trouble finding it? Search your inbox for “Harness” or check your spam folder.

Activate your account

Whether you already have a Harness login or are new here, click the button in your invite to activate your connection to your advisor.

Work with your advisor

You’re there! After accepting your invite, you’re enabled to collaborate with your advisor on Harness. Expect email notifications to inform you of next steps and new tasks.

We take the work out of working with your advisor

Proactive task reminders
Share docs, e-sign, e-pay
Track status of your services
Quickly check off tasks

Share, store, organize, and protect your files

The days of emailing your advisor sensitive financial and tax information are long-gone. Quickly and securely share files with your advisor and other members of your household from anywhere.

“What can I say about Harness? I barely even need to think about doing my taxes anymore.”

- J.V., Small business owner in NYC

The way advisory services should be

Harness is the platform for you and your advisor to seamlessly collaborate.

A seamless, secure experience

Harness makes the advisory process simple, transparent, and even enjoyable. We’ll make it easy to manage files, sign documents, make payments, and more.

High-touch, personal assistance

We know how much great service matters. Our knowledgeable Concierge team will provide you with personalized support and help make sure you get answers to your questions, quickly.

Advisors for every milestone

Find additional tax, financial, and estate services for any upcoming life milestones in our pre-vetted advisor marketplace.

I can't find my advisor invite. What should I do?

The invitation will have come from “Harness” using an email address, “noreply@harnesswealth”, with the subject line containing “…invited you to collaborate on Harness”. If you didn’t see the email, try searching your inbox for one of those terms.

💡 Tip: Check your spam or promotions folders in case it accidentally landed in the wrong folder.

In most cases, the email can be found by following these steps. But, if you still don’t see it,

Check to see if your company or email provider is blocking the email from coming through

Check with your advisor to make sure they are using your correct email address

We are here to help. Reach out to Concierge at support@harnesswealth.com or chat directly with Concierge using our on-site chat.