Get Started
A group of professionals engaged in conversation at a conference table.

Too Small to Offer Advisory Services? Think Again.

Advice on how small tax firms can use client relationships and technology to build scalable advisory services.

Read More
People giving feedback on technology.

5 Major Benefits of Customer Feedback for Your Tech Stack

Explore how systematic client feedback can transform your tech stack, improve client experiences, and uncover new service opportunities.

Read More
A man experiencing accounting burnout.

6 Tips for Running an Accounting Practice Without Burning Out

Explore how systemic changes, strategic partnerships, and technology upgrades can create a sustainable work environment for accounting practices.

Read More
Two women examining code on a laptop screen, focusing on reducing AI errors in accounting.

How to Reduce AI Errors in CPA Firms

Effective strategies to help CPA firms ensure data security and accuracy when using AI in tax preparation and advisory services.

Read More
Image of tax paperwork.

Tax Advisor Weekly — December 19, 2025

IRS guidance expands HSA eligibility under Trump’s “big beautiful bill,” new rules reshape 2025 tax filing, and tariffs continue to ripple through the U.S. and global economy. Here’s what advisors need to know this week.

Read More
Group of people collaborating on laptops and discussing technology implementation strategies.

How to Implement New Technology in Your Firm, Step by Step

Learn to assess tax firm needs, choose the right tech solutions, and implement them with a people-first approach.

Read More
Image of a government building.

Tax Advisor Weekly — December 12, 2025

From Trump’s proposal to replace income taxes with tariff revenue to new farmer aid, global minimum tax tensions, and IRS guidance for the 2026 filing season—here’s what tax advisors need to know this week.

Read More

What Your Clients Aren’t Telling You About Cybersecurity

Explore the cybersecurity concerns of high-earning clients regarding their tax advisors. Learn how platforms like Harness can help build lasting client trust amidst evolving threats.

Read More
Image of the Washington Monument with a US flag in front.

Tax Advisor Weekly — December 5, 2025

With ACA subsidy negotiations faltering, Trump weighing a USMCA exit, billions pledged to “Trump Accounts,” and the IRS overhauling math-error notices, this week brings major developments for tax and wealth advisors.

Read More
Image of 1040 next to a calculator to symbolize tax filing.

Tax Advisor Weekly — November 28, 2025

From stalled ACA negotiations to a Supreme Court test of Trump’s tariff powers, IRS inflation adjustments, and a crypto reporting crackdown—here’s everything tax and wealth advisors need to know this week.

Read More