Grow your practice with qualified client leads
Reach more prospects who are looking for dedicated, comprehensive tax planning services. With specialized services designed for founders, business owners, early employees, and investors of growing businesses, you can strategically expand your list of clients.
Reach more prospects who are looking for dedicated, comprehensive tax planning services. With specialized services designed for founders, business owners, early employees, and investors of growing businesses, you can strategically expand your list of clients.
Resources for every stage of their financial journey
No matter where they are in their financial journey, Harness Wealth attracts clients with a variety of resources based on their preferences. We provide access to expert advice to help build their confidence in the path to their best financial future.
Educational, relevant content
The Harness blog features timely and relevant articles that allow them to explore questions that they have about their financial situation. From broad financial topics to specific events in the tax industry, our content helps prime clients for taking the next step and meeting with an advisor.
The Harness blog features timely and relevant articles that allow them to explore questions that they have about their financial situation. From broad financial topics to specific events in the tax industry, our content helps prime clients for taking the next step and meeting with an advisor.
Customizable financial tools
After signing up at Harness Wealth, clients can add their accounts and equity to use our free tools. We provide the ability to track their net worth, asset allocation, and equity vesting in a clear, modern dashboard.
After signing up at Harness Wealth, clients can add their accounts and equity to use our free tools. We provide the ability to track their net worth, asset allocation, and equity vesting in a clear, modern dashboard.
Personalized advisor recommendations
Based on their profile and the topics that they’re interested in, we provide clients with a shortlist of services that can meet their needs. From financial planners to wealth managers, our goal is to match clients with the right financial support to reach their goals.
Based on their profile and the topics that they’re interested in, we provide clients with a shortlist of services that can meet their needs. From financial planners to wealth managers, our goal is to match clients with the right financial support to reach their goals.
Create visibility for your practice and win over high-value prospects
With Harness Tax, you’ll get the resources you need to highlight your expertise. We set you up with a personalized landing page and help you establish your firm’s identity with branded business cards and collateral.
With Harness Tax, you’ll get the resources you need to highlight your expertise. We set you up with a personalized landing page and help you establish your firm’s identity with branded business cards and collateral.