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National Association of Tax Professionals (NATP)

Building a Unified Digital Ecosystem with Umbraco CMS and Umbraco Commerce

See how Diagram used Umbraco to create a connected enterprise ecosystem for the National Association of Tax Professionals, with deep integrations, unified member experiences, and a composable foundation for future services.

Background

NATP faced several business and technical challenges that limited its ability to engage members and expand services.

Fragmented Digital Experiences

Members needed to navigate multiple disconnected platforms to access courses, manage credentials, purchase educational products, and maintain their membership profiles.

Difficulty Demonstrating Member Value

Educational resources, professional tools, and membership benefits were scattered across systems.

Technology Constraints

Legacy systems made it difficult to integrate new services or introduce new programs.

NATP needed a platform that could drive member retention and growth, showcase the value of membership, connect learning, commerce, and membership systems, and increase cross-channel engagement.

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Solution

Diagram designed a composable digital architecture centered around Umbraco CMS and Umbraco Commerce.

Instead of attempting to replace every system with a single platform, Umbraco was positioned as the orchestration layer that connects specialized enterprise systems through APIs.

The platform integrates enterprise services including Azure B2C for authentication, NetForum ERP for membership data, HubSpot for marketing automation, Stripe for payments, Avalara for tax calculation, LMS platforms for course delivery, Sertifier for credentials, and Zoom for events.

Umbraco manages content, commerce workflows, and user experiences while orchestrating data flows between systems.

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Impact

Key Features

Unified Commerce and Learning Experience

Members can browse educational products, purchase courses, and access learning content through a single platform.

Personalized Member Dashboard

Members access dashboards that include course progress, certifications, membership benefits, referrals, and account management.

Continuing Education Tracking

Tax professionals track continuing education credits and certification status within their portal.

Integrated Referral Programs

Referral tools encourage members to invite peers and grow the NATP community.

Unified Member Data

ERP, CRM, commerce, and learning systems are connected to support better personalization and insights.

Results

1
unified platform improving how NATP delivers value to members
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member services connected across education, credentials, membership, and account information
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composable architecture providing a scalable foundation for future digital services

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