HARNESS TAX

Join our growing community

Here's how it works

Meet the Harness Tax team

Speak with our Business Development team and other Harness Tax advisors to assess mutual fit and learn more about what we do.

Easily transition your practice

We’ll train you on your new tools and safely migrate your client information so you can seamlessly run your practice while you transition.

Watch your business scale

Offer new services to existing clients, connect with new clients, choose where you want to specialize, and grow your business year-round.

JOIN HARNESS TAX

We're excited to partner with you.

Ready to start your own tax practice or up-level your existing tax practice?
Share some details with us and we’ll reach out to schedule a call.

Are you a wealth manager or financial planner? Click here to join our Marketplace.

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“We get client information before having a meeting with them. I don’t have to chase clients anymore for information. Having these tools takes the administrative tasks off my hands and helps me be more efficient.”

- Sam Boehr, LLM

Join us in reimagining the future of tax. Let’s talk.

SCHEDULE A CALL

Your questions, answered:

How does the Advisor Marketplace work?

Interested clients fill out a profile with information about the value of their assets and any upcoming events or immediate needs. From there, the Harness algorithm will recommend tax, financial, or estate services and advisors who have experience with similar clients. Our Client Success team helps make introductions between clients and the firms that they’ve shortlisted on their profile.

What are the qualifications that Harness is looking for?

We serve a diverse group of clients and seek similar range in the firms that we add to the marketplace. We know that finding the “best” firm means different things to different clients: small vs. large firms, in-person vs. digitally-forward firms, specialized vs. general service firms, communication style, etc. Our ultimate goal is helping our clients find advisors that are a perfect fit for their needs.

How does the evaluation process work?

We have rigorous evaluation processes for each type of firm on our platform (financial planning, tax, and trust & estate). Each firm is interviewed a minimum of 5 times and screened for over 120 attributes to measure the quality of their services. For more information on our evaluation process, click here.