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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.

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.

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.

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 starting “Your advisor 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,

  1. Check to see if your company or email provider is blocking the email from coming through
  2. Check with your advisor to make sure they are using your correct email address
  3. We are here to help. Reach out to Concierge at support@harnesswealth.com or chat directly with Concierge using our on-site chat.