Client Management, Compliance and Tax Planning

The Hidden Costs of Manual Tax Document Collection—And How to Fix It

Harness Wealth

MARCH 14, 2025

Many firms use unencrypted email or physical drop-offs to receive sensitive tax data, leaving confidential information exposed to possible breaches. Without a secure system in place, firms face the risk of hacked email accounts, lost or misplaced documents, and even compliance violations with the IRS and financial regulations.

Taxes

Taxes Compliance Tax Planning Clients

The 3-Part Solution for Expanding Tax Client Relationships

Harness Wealth

SEPTEMBER 23, 2024

Key Takeaways: Too many tax practices are bogged down in commoditized administrative tasks and compliance work, making it challenging to cross-sell services to expand client relationships. The more a firm can either automate processes or outsource tasks, the more time it’ll have to build deeper client relationships.

Taxes

Taxes Clients Compliance Tax Planning

Financial Advisor Source

The Hidden Costs of Manual Tax Document Collection—And How to Fix It

The 3-Part Solution for Expanding Tax Client Relationships

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