Building a tax business Archives

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Attract New Clients: Stand Out in the Harness Tax Marketplace

In this guide, we show how tax practices can position their advisors in the Harness Marketplace to successfully attract new clients.

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5 Digital Marketing Tactics for Tax Advisors

Get 5 actionable tips to help your tax practice leverage digital marketing.

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CRM for Tax Professionals and CPAs: Manage Your Tax Client Relationships

Explore the top three challenges CRM systems help solve, plus see how to avoid the top four mistakes when implementing a new CRM at your tax practice.

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Tax Advisor Q&A: Build Better Client Relationships with Life Event Planning

Dive into a Q&A with recommendations from a tax advisor who has 35-plus years of experience in life event tax planning.

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Tax Client Portals: A Guide to Selecting Software for Your Tax Practice

A secure client portal is a foundational aspect of your tax practice management software. In this guide, we explore what an effective client portal offers and how to select one that meets your tax firm’s needs.

Save 100s of Hours on Tax Client Engagement Letters [Case Study]

In this guide, we explore the multiple benefits of effectively sending tax client engagement letters annually. Plus, we show you how we can help your tax practice save hundreds of hours per year on the engagement letter process.

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Why and How to Switch from Hourly Fees to Retainers in Your Tax Practice

Retainer pricing can help your tax firm attract high-value clients. In this guide, we dive into why and how to make the move away from hourly billing.

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Tax Practice Management: 4 Tips for Buying a Tax Firm’s Book of Business

In this article, we dive into four areas your tax practice can analyze to help decide if taking over a book of business makes sense for your firm.

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Tax Practice Management: A Guide to Effective Client Communication

In this tax practice management guide on effective communication, we give you a roadmap for improving client relationships and streamlining your firm’s communications strategy using the Harness platform.

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Beyond Tax Returns: Grow Your Tax Practice with Thorough Planning Services

Learn how tax practices can implement a growth strategy by offering comprehensive tax planning services based on clients’ personal and professional milestones.