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TIME-SAVING TECH

Optimize your tax workflow with time-saving tech from Harness

From a secure client portal to accounting workflow automation, get everything you need to provide a modern, seamless tax advisory client experience, all in one place.

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Access all engagements from one dashboard

A table showing tax client engagements in the Harness Client Portal

Work in bulk to save valuable time

Bulk processing tax returns in the Harness Client Portal
INTEGRATES WITH LEADING TAX PREP & MANAGEMENT SOFTWARE
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Make busy season a little less busy

Manage hundreds of client engagements, forms, questionnaires, and more. All in one place.

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Seamless client onboarding, no matter the complexity

Empower your tax clients with an intuitively-designed client portal that makes it fast and simple to get started and collaborate from day one.

The client view of the Harness Client Portal

Peace of mind with smart, proactive client communications

Efficiently process bulk actions for multiple clients at once. From document sharing to e-filing and more, Harness helps you save valuable time and free up capacity for more complex client needs.

  • TAX SEASON KICKOFF

  • TASK NOTIFIATIONS & REMINDERS

  • CLIENT BILLING & RENEWALS

A tax return status update email from the Harness Client Portal

Gather all you need with ease

The Client Portal offers simple and secure uploading of client tax documents, making it easy for clients to share new files and forms as they come in, and easy for you to keep track of it all.

Upload tax documents to the Harness Client Portal

Let's get started

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"I wish I had come together with Harness before I expended so much energy finding the best tech when starting my firm. All of that was immediately at my fingertips with Harness."

— Cari Manteiga, CPA

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