Harness Wealth

MARCH 14, 2025

The hours spent managing administrative tasks , following up on missing paperwork, and ensuring compliance take away from time that could be spent on higher-value tax planning services. Harness helps tax advisors streamline operations and enhance client experiences through a modern, all-in-one platform.

Taxes 52

Taxes Compliance Tax Planning Clients 52

FMG

OCTOBER 6, 2022

From financial planning and risk analysis tools to marketing automation platforms , technology streamlines processes, increases productivity, and helps you grow your business faster. CRM stands for Customer Relationship Management and is a technology used to manage your advisory’s relationships and interactions with clients.

Financial Advisor 83

Financial Advisor Clients Communication Financial Planning 83

Harness Wealth

SEPTEMBER 23, 2024

This history is valuable insight that can be used to retain loyal clients as you’re able to provide a more personalized client experience. But with proper planning, CRM software can enable firms to create more value from their sales pipeline and build deeper customer relationships over time.

Taxes 52

Taxes Clients Management Communication 52

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 52

Taxes Clients Compliance Tax Planning 52