Case Studies / The Ohio Society of CPAs
Finance
Business Intelligence
Custom CMS Website
E-commerce
Web App Development
Switchbox overhauled OSCPA's public website and third-party education portal—conducting stakeholder discovery, identifying user pain points, and delivering a cohesive UX/UI redesign with mobile-first responsive design that elevated the digital experience for 85,000 CPAs across 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Years of incremental updates had left OSCPA’s public-facing website disjointed and outdated—visually stale, hard to navigate, and no longer intuitive for users. 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.
Our Approach
Discovery-led design for a complex member ecosystem
Switchbox facilitated deep discovery sessions with OSCPA stakeholders and users across multiple touchpoints—including both the public website and the third-party education portal. We identified pain points across user types and aligned on UX priorities before any design or development work began.
Our goal wasn’t just to make things look better—it was to build a platform that actually worked for the people who used it, while staying true to OSCPA’s trusted brand.
What We Built
A unified digital platform that works for members and admins
Switchbox delivered 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 was applied consistently across all user touchpoints.
The redesign featured mobile-first, responsive design for seamless performance across every screen size; improved integration with third-party APIs for a unified user journey; and a future-proof foundation built on user feedback loops for ongoing enhancement.
All improvements were made with one central mission: elevate the member experience while staying true to OSCPA’s trusted brand.
The Results
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 for both public visitors and members engaging with educational resources, higher engagement and satisfaction with easier navigation, and a revitalized brand presence that communicates professionalism and innovation.
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.
Scaling one experience across a lot of locations?
That is the kind of problem we like. Let's talk about what it could look like for you.
Start a Conversation