Washington Society of CPAs

Bringing together old and the new

The Washington Society of CPAs (WSCPA) was looking for a web partner to bring their new Association Management System (AMS), AM.net, online. They already had a marketing site on Sitefinity that they liked, and they did not want to have to discard and rebuild many of the same pieces.

Taking this into account, Imarc built a new “app” site that lived “between” the in-house AMS and the public marketing site. This new app site handles all ecommerce and functionality related to the AMS, while also integrating with the marketing site (among others) to allow members to log in to all sites simultaneously.

Delivering an intuitive platform

Working closely with WSCPA, Imarc scoped out a comprehensive roadmap of functionalities needed for the new site. The team planned and prioritized the features and sections of the site that would be needed. Once initial development was complete, Imarc began iterating with WSCPA. The team delivered WSCAP with batches of functionality for review and feedback while moving on to the next set of features.

Over the course of eight months, Imarc and WSCPA completed and launched the first phase of the app.wscpa.org website. Since its launch, new features and enhancements have been rolled out on a near-weekly basis.

This app site is the first live instance of Imarc’s new CPA Platform – our modern approach to online member services and content management frameworks.

Bringing the CPA Platform to life

Imarc’s new CPA Platform consists of an easy to use CMS for administrators. Its flexible modules allow admins to easily build new pages, or update the look and feel of existing pages without needing coding experience. Common content like news articles and alerts can be created in one place and broadcasted sitewide.

The development of this Platform brings a faster and more robust integration with AM.net. Functionalities include event registration and management, dues payments, firm administration, and over a dozen other major integrations. Tool functionality, design, and user experience are founded on Imarc’s 20 years of experience working with societies and AM.net.

This Platform is highly-customizable in look and function, viable for all types and sizes of societies, and can accommodate any custom behavior or presentation that is needed.

Our Shared Vision

We are excited that WSCPA is the first society on our new CPA Platform! We look forward to working with them to expand and customize the site as their society grows.

Imarc was instrumental in our database and website transition. Launching our new app site is the largest and most ambitious project we've undertaken to date. From the beginning, Imarc listened to our needs and crafted solutions to answer them. Throughout the build process, Imarc was responsive, open to feedback, and willing to push back when appropriate. Working with Imarc feels like a true partnership. They design with a keen eye towards user experience and have continued to provide excellent support post-launch. Our new website is a vast improvement for both staff and members, and we look forward to continuing to work with Imarc on additional features. Paul Carboni, WSCPA Manager of Digital Marketing