Case Studies

The Ohio Society of CPAs

About the Ohio Society of CPAs

The Ohio Society of CPAs partners with accounting professionals to advance the state of business so that Ohio can enjoy a healthy and sustainable economic environment. The Ohio Society of CPAs represents 85,000 CPAs and accounting professionals who are the strategic financial advisors to Ohio’s leading businesses. Bringing experience with public, private, and non-profit organizations, they work with business leaders and policy makers to help with initiatives like fair and predictable tax environments within Ohio.

The Challenge: A Cluttered Website and a Fractured Member Experience

Representing over 85,000 financial professionals, The Ohio Society of CPAs (OSCPA) is a cornerstone of Ohio’s business community. But their digital presence didn’t reflect that leadership.

Years of incremental updates had left OSCPA’s public-facing website disjointed and outdated, visually stale, hard to navigate, and no longer intuitive for users. Even more pressing, their member-facing education portal, operated by a third-party provider, was clunky, visually inconsistent, and difficult to use for both members and administrators. This led to friction, frustration, and a digital experience that didn’t live up to the organization’s reputation for professionalism and trust.

The Solution: A Unified Digital Platform That Works for Members and Admins

Switchbox took a deep-dive approach, facilitating discovery sessions, aligning with stakeholders, and identifying pain points across user types. The goal wasn’t just to make things look better; it was to build a platform that actually worked for the people who used it.

Key outcomes of the engagement included:

A complete UX/UI overhaul of the public website and education portal, with a clean, modern design that felt familiar but fresh
A cohesive visual identity and user workflow applied consistently across all user touchpoints
Mobile-first, responsive design to ensure seamless performance across every screen size
Improved integration with third-party APIs, aligning design and functionality for a unified user journey
A future-proof foundation built on feedback loops and ongoing enhancement

All improvements were made with one central mission: elevate the member experience while staying true to OSCPA’s trusted brand.

The Outcome: Increased Member Engagement and Renewed Brand Confidence

With the redesign complete, OSCPA now offers a seamless digital experience that supports both its mission and its members. The updated site delivers:

A dramatically improved user experience, both for visitors exploring public content and members engaging with educational resources
Higher engagement and satisfaction, with easier navigation and faster access to relevant content
A revitalized brand presence that communicates professionalism, trust, and innovation without alienating long-time users

Most importantly, OSCPA now has a platform that can evolve. With structured user feedback built into the process, the site will continue to adapt to member needs and remain a powerful tool for engagement and growth.