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National Association of Enrolled Agents

Award Category 
Drupal Version 
Brief Overview 

At the time of the redesign, the industry that NAEA and its members serve is in a period of change, with new rules being implemented that require all tax preparers to have some level of certification. This presented excellent opportunity for NAEA to engage preparers on the value of pursuing enrolled agent status and the value of NAEA membership. The new NAEA website is a key component of that outreach and messaging. The new website brings the new NAEA brand to life online. The website features the updated logo and brand colors in a way that enhances the content presented. Also used are images that show members at work. The brand messaging is highlighted in call outs throughout the site. NAEA’s website content was rewritten in a way that makes it easy to read and process online. The text is now segmented so that information for the taxpayer is not intermingled with information for the EA veteran. Media information is presented in a consolidated manner as well. Balance Interactive supported the effort with content writing and coaching. Site visitors want to connect and interact with NAEA. The website offers ways to build connections and relationships with core audiences. It connects users to member only content as well as social sites. The website offers single sign on with the Microsoft CRM. Members can access and update their information directly on the NAEA website. A planned expansion of the site will also allow them to interact with message boards. Built on the Drupal content management system, the website also positions NAEA to integrate other tools for members.

Launch or Publication Date 
Wednesday, February 1, 2012
NAEA Membership
Key Modules, Theme, and Distribution Used 
Drupal, Better Forums, Subscriptions, Views, Context, Webform, Features
Why these Modules, Theme, and Distribution were Chosen 

Members can communicate in forums (limited access by role) with each other based on roles that come over from the AMS. The Better Forums were used to enhance the core Drupal Forums and to provide integration with Subscriptions.

Owner's Name 
National Association of Enrolled Agents
Development Company 
Balance Interactive
Balance Interactive is a full service digital agency established in 1997. We are a Small Business Administration (SBA), Women's Business Enterprise National Council (WBENC) and a State of Virginia certified woman-owned business. We work with associations, corporations, and government agencies strategically use online technologies and approaches to better communicate and engage with customers. Our approach to websites, email marketing, social media and mobile technology is designed to make all aspects of the online ecosystem work together to create impactful experience.
Why Drupal Was Chosen 
Drupal was chosen due to its easy of Single Sign On with an Association Management System (AMS) (custom module), content editing, and taxonomy driven dynamic pages.
Describe the Project (Goals, Requirements, and Outcome) 

The purpose of the National Association of Enrolled Agents (NAsEA) website is to serve key audiences by providing them clear value. The site promotes and highlights members, provides industry news, demonstrates the value of NAEA to members and promotes to potential clients the value of enrolled agents.
Goal 1: Update the information architecture/organization of the site so that users can quickly and accurately access the resources offered.
Goal 2: Update the look and feel of the site to accurately reflect the NAEA brand.
Goal 3: Enhance the visitor experience for members, nonmembers and taxpayers.
Since the launch, the redesign of the website has resulted in rebranding itself as the go-to organization for enrolled agents with a clear value proposition at the top of the homepage; designating its value to enrolled agents and the importance of becoming a member of this organization; accessing accurate resources quickly for those looking for more information; enhancing the web experience for users by easily accessing training opportunities, events, and the latest industry news.

Type of Nomination