Best-in-class support for you and your tax clients
From client servicing to billing support, our Concierge team enables you and your clients to get more done faster.
From client servicing to billing support, our Concierge team enables you and your clients to get more done faster.
Fielding questions from clients to help you stay focused.
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Troubleshooting
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Status updates
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And so much more!
Client billing and renewals off your plate.
Handle billing, payments, and renewals all within one intuitive platform, and lean on Harness Concierge for any additional support you may need in keeping your client billing up to date.
Handle billing, payments, and renewals all within one intuitive platform, and lean on Harness Concierge for any additional support you may need in keeping your client billing up to date.
E-filing support during your busiest times.
From collecting signatures and e-filing to monitoring acceptances, let Harness Concierge take the weight off your shoulders with an in-house support team to handle client e-filing.
From collecting signatures and e-filing to monitoring acceptances, let Harness Concierge take the weight off your shoulders with an in-house support team to handle client e-filing.
Plus, Harness Concierge will coordinate and schedule your client introductions.
Our in-house team offers client support from the very start to make sure new clients can get started with a tax advisor as soon as possible. From scheduling meetings, to answering high-level questions, Concierge is there to make client introductions more efficient than ever before.
Our in-house team offers client support from the very start to make sure new clients can get started with a tax advisor as soon as possible. From scheduling meetings, to answering high-level questions, Concierge is there to make client introductions more efficient than ever before.
“Harness Concierge saves me 1.5 hours per new client in their onboarding alone.”
– Nick Chertock
– Nick Chertock
Get started with Harness today
Meet with the Harness team
Speak to our Business Development team and other advisors on the platform to assess mutual fit and learn more about how Harness can help you optimize your tax practice.
Easily transition your practice
Our client success team will train you on your new tools and safely migrate your client information so you can seamlessly run your tax practice from day one.
Watch your business scale
Offer new tax services to existing clients, connect with new clients, choose where you want to specialize, and grow your tax practice year-round.
More reasons to love Harness
Time-saving technology
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Concierge support
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High-quality client introductions
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Community of tax advisors
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Ready to get started? Here’s how it works
Meet with the Harness team
Speak with our Business Development team and other advisors on the platform. Assess mutual fit and learn more about how Harness can help you optimize your tax practice.
Easily transition your practice
Our client success team will train you and your team on your new tools, and safely migrate your client information to Harness so you can seamlessly run your tax practice from day one.
Watch your business scale
Offer new tax services to existing clients, connect with new clients, choose where you want to specialize, and grow your tax practice year-round.
Schedule an intro today
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