Your advisor invited you. Here's your first step.
Your advisor uses Harness to run your engagement — secure document sharing, a clear view of every return, and year-round collaboration in one place. Accept your invitation to get started in minutes.
Can't find your invite? Check your inbox for an email from your advisor, or contact support →
The platform your advisor works on — built for you, too.
Harness gives your advisor the tools to serve you better, and gives you one secure place to share documents, track progress, and stay in touch all year — not just at tax time.
Secure document sharing
Upload sensitive tax documents to an encrypted portal instead of email attachments.
One clear view
See where every return and entity stands — what's needed, what's in review, and what's done.
Year-round collaboration
Message your advisor, get reminders, and plan ahead — not just in the weeks before a deadline.
Up and running in three steps.
Accept your invitation
Click the link in your advisor's email and create your secure account in a couple of minutes.
Share your documents
Upload your tax documents to the portal, or connect accounts so they flow in automatically.
Work with your advisor
Your advisor takes it from there — with you in the loop at every step, all year long.
Built to keep your most sensitive information safe.
256-bit encryption
Your data is encrypted in transit and at rest.
Multi-factor authentication
MFA on every advisor and client account.
AI never sees your PII
Personal details are stripped before anything reaches a model — and your data is never used for training.
What clients ask before getting started.
Do I need to pay for Harness?
No. Harness is the platform your advisor uses to work with you. Your engagement terms are between you and your advisor.
Is my information safe?
Yes. Your data is encrypted in transit and at rest, multi-factor authentication protects every account, and personal details are stripped before anything reaches an AI model — your information is never used to train one.
What if I can't find my invitation?
Check your inbox and spam folder for an email from your advisor. Still stuck? Reach out to support and we'll help you get in.
Can I use Harness all year?
Absolutely. Your portal stays open year-round for documents, messages, and planning — not just during tax season.
Ready when you are.
Accept your invitation and start working with your advisor on Harness.
Accept your invitation