A partner for the most innovative practices
The Harness Advisory Platform is a unified operating system built for practices that seek to create meaningful value for their clients.
Running a modern firm is getting harder.
Clients expect more advice and faster answers. AI is making pure compliance work less valuable. Most firms carry all of it without the tools — or the hours — to move up the value curve.
Four tools, one client
Prep software, document collection, billing, and email don't talk to each other — and there's no IT team to make them.
Buried in admin
Engagement letters, reminders, status questions, and onboarding eat the hours you'd rather spend advising.
Challenges safely using AI
Technology is advancing faster than most practices can safely evaluate, adopt, and govern it.
The capacity of a national firm, behind your shingle.
One connected system runs the whole engagement, so your team spends its time on judgment and relationships. AI does the heavy lifting; a person always reviews before anything reaches a client.
AI tax prep & document review
Reads documents, drafts returns, and imports data into your tax software — including complex K-1s — with a source binder for easy review.
A portal clients actually use
Document collection done right the first time, automated reminders, and one clear view of where every return stands.
Concierge & admin support
Client questions, engagement letters, onboarding, billing, and reminders — handled, so advisory questions are the only ones that reach you.
A steady flow of vetted clients
High-value introductions from the Harness marketplace and referral relationships with leading wealth institutions, matched to your specialties.
A path to advisory-first
Workflows, a content library, and coaching that move your practice from compliance to higher-margin advisory work.
Documents, notes & meeting prep
Every file, note, and agenda lives in the client's profile — with AI meeting prep and integrations to Google Drive and the tools you already use.
A glimpse of the real thing — statuses above update the way they do in the product.
Advisors on Harness grow faster — and operate more efficiently
Revenue growth in two years for an early platform advisor, with expanding margins from tech-enabled delivery.
Average annual price increase for Harness advisors, versus 0–3% across the industry — with no drop in client satisfaction.
Attributes screened for every firm that joins. Selectivity protects the brand for everyone on the platform.
Advisors like Mark are leading the way.
Mark brings 30+ years across public accounting, banking, and corporate leadership. As a featured speaker at Thomson Reuters' Partner Summit and Advisory Symposium, he mentors CPA firms nationwide on the shift from compliance to advisory — and his firm runs on Harness.
Advisory revenue · indexed to 2017
His firm’s growth, documented.
+581%
since 2017
'17
'18
'19
'20
'21
'22
'24
'25
Cumulative growth in recurring advisory revenue from a $223K baseline. Advisory now makes up 56% of total firm revenue.
Start with the platform. Go as far as you want.
Multiple models for bringing Harness resources to your practice & clients.
Join Harness
For firms ready to go further — a capital and operating partnership built for scale.
Run on the OS
Bring your practice onto Harness's tools and client flow. Stay fully independent.
Coaching from the people who teach the profession.
The shift from compliance to advisory is the biggest lever for your margins and your clients' outcomes. Harness pairs the platform with a structured coaching program led by recognized advisory educators — including Mark Martukovich, a featured speaker at Thomson Reuters' national conferences.
Foundations
Recordkeeping, entity structure, documentation, and the basics of tax-efficient practice.
Advisory delivery
Compensation planning, retirement and health strategies, and post-tax net-worth planning at scale.
Operators and advisors you'd want in your corner.
Harness is built by people with deep experience from finance, technology, and tax.
Meet the team and advisory council →Your data is encrypted in transit and at rest.
MFA on every advisor and client account.
Personal details are stripped before anything reaches a model — and your data is never used for training.
Keep what makes your firm yours. Add what only a platform can give.
Tell us about your practice and we'll show you what partnership looks like.
Talk to our team