David Snider

David Snider, founder and CEO of Harness Wealth, dives into technology's transformative power in tax advisory. He outlines three critical phases of tech adoption that firms must embrace. Snider emphasizes the importance of practice management software to enhance operational efficiency and client engagement. He advocates for proactive communication with clients, especially during peak tax seasons. The conversation also touches on the necessity of investing time and resources in new technologies for lasting impact in the industry.