Welcome, we're glad you're here
Your tax advisor has just joined Harness Tax, a modern tax platform where tax experts can provide clients with a secure and flexible platform to collaborate and communicate.
Your tax advisor has just joined Harness Tax, a modern tax platform where tax experts can provide clients with a secure and flexible platform to collaborate and communicate.

Why Harness Tax?
Our goal is to make the tax process more seamless, especially if you want to create a better tax strategy to meet your financial goals or need support navigating big financial decisions or life milestones.
What you get with Harness Tax
We help your tax advisor run a more modern and efficient practice. But what’s in it for you?

A simple, secure experience
Communicate with your tax advisor, securely share important documents, and take care of payments in a single, digital platform.

Helpful concierge services
Our dedicated and friendly concierge team is here to answer questions or help you schedule time with your advisor.

Transparent process
Know exactly what’s happening with your taxes, including important milestones and any tasks your advisor needs you to complete.

Full network of advisors
Need support with financial planning or wealth management? Harness Wealth’s advisor marketplace can provide you personalized support and expertise.
A holistic approach to personal finances
Find advisors to support your journey to a better financial future. Our marketplace gives you access to professional
support to cover the core pillars of a well-rounded personal finance strategy.

Financial Planning
With the support of a financial planner, you’ll receive coaching on the best actions or opportunities to hit your financial goals.
Wealth Management
Our experienced wealth managers help you navigate equity compensation, investment strategy, or retirement planning.

Trust & Estate Firms
The trust & estate firms on our platform can help you plan ahead strategically while protecting you and your family.