Client Management, Document and Tax Planning

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

Harness Wealth

MARCH 14, 2025

For many small tax firms, the process of collecting client tax documents can be a time-consuming and a prolonged process. The good news is that technology solutions, like Harness, can streamline document collection and transform the way tax professionals work.

Taxes

Taxes Compliance Tax Planning Clients

The 3-Part Solution for Expanding Tax Client Relationships

Harness Wealth

SEPTEMBER 23, 2024

The Challenge: Tax Firms and CPAs Struggle to Expand Client Relationships Today, there is a significant opportunity for tax practices and CPAs to expand and deepen their tax-client relationships by offering more valuable, long-term services, including comprehensive tax planning.

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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