Register Belastingadviseurs
Register Belastingadviseurs is a professional association for tax advisors that focus on small to medium business. They were dealing with a strategic challenge: how do we remain relevant and attractive to current and future members, at a time when the tax advisor’s environment is changing drastically?
Responsibilities
Product Design, UX/UI Design, Project Coördination
Deliverables
Wireframes, Visual Design, Member Platform
Tools
Adobe XD, Illustrator, Photoshop, Jira, Diagram.io, Bizinline
A new membership and tax knowledge platform
Design and develop a new membership and tax knowledge platform which informs, educates and supports 6000 active members and other target audiences. This platform is needed to support and guide tax advisors in a changing profession, where digital will become the new norm.
The platform has to help Register Belastingadviseurs with their representation of interest towards government and politicians, growth of new talent, professional information and support in the training to become and remain a registered tax advisor.
Problem and solution
Outdated website which struggles to connect with all audiences
- Outdated portal and website, which lack best practices in web development and design.
- Lack of content for several target audiences
- Users struggle to find correct content
- Redirect or connection to course material and progression is missing
- No clear overview of data and different users
A digital platform where all audiences are addressed personally
In a few strategic sessions, we devised the Tax Knowledge Platform together with the customer; a digital platform where various target groups are addressed personally.
- The platform offers RB-members information and support by other members and bureau vaktechniek, an internal team of specialists.
- Members will have access to legal and tax downloads and can register for courses.
- There is an integrated discussion platform that makes it possible to exchange ideas with other members.
- Entrepreneurs will find information about similar challenges. They can also find a registered tax advisor in their area for direct support.
- Tax advisor firms are supported in the recruitment of new staff through the link with the Tax-Jobs recruitment platform. Here they can post vacancies and connect new young talents.
- The platform provides a special portal for students. Students of today are the new members of tomorrow. For this target group, the platform contains practical cases, an opportunity to build a network and an internship marketplace.
Five main target audiences
Tax advisors
The most important users of this platform, since 6000 tax advisors are members of Register Belastingadviseurs. This membership is paid and to remain member, a certain amount of education points need to be achieved. Besides the 6000 members, the platform also provides free content which is accessible by creating an account. These users are called registered tax advisors. The goal is to convert these users to a paid membership.
Students
An important group of users who are still studying to become tax advisors. These students need to be informed about the possibilities that come with getting a membership. Besides this, Register Belastingadviseurs also offer workshops and events for students and support several student corps.
Tax Firms
The employer of tax advisors, and thus of members. This group is targeted to inform them about the importance of a membership at Register Belastingadviseurs for their employees. We also want to keep them posted on new courses and events.
Entrepreneurs
The clients of tax advisors that have a membership at Register Belastingadviseurs. This group needs to be informed about the difference between a RB member or regular tax advisor. Cases and a module to search for tax advisors will help entrepreneurs in their search for help.
Politics and stakeholders
The platform has to help Register Belastingadviseurs with their representation of interest towards government and politicians. They have tight connections to the Belastingdienst and other government employees. This group needs to stay informed about Register Belastingadviseurs.
Infrastructure & wireframes
We concluded that we needed to create different “Audience” pages per target audience. The homepage would redirect the user to the page relevant for them. Each Audience page would serve as a starting point for these audiences, guiding them to relevant pages and tools.
After determining the main challenges and users, it was time to create the infrastructure of the platform. This infrastructure gave us a clear idea how to organize the needed content and features. It also provided us with a list of needed wireframes to visualize the ideas. In total, over 100 wireframes were needed to cover all relevant pages.
Design system
A design system was created and tested, based on the brand identity of Register Belastingadviseurs and the completed wireframes. This design system included all colors, fonts, components and variables needed to create the final design of the platform.
All pages were designed and turned into a working desktop and mobile prototype (in Adobe XD). This prototype was used for client feedback and user testing. It also contained development guidelines and variables.
Homepage
The homepage serves as a starting point for all different users. Users are redirected to their Audience page or can search what they are looking for directly. Search shows the content of different audiences, to direct the user to relevant content for them. Once a user has chosen to visit a certain audience, content and search are filtered and will only serve content relevant to this audience.
Audience Pages
The audience pages are build with widgets. Some widgets are unique, like a course widget which shows new courses and relevant information. Other widgets are reusable, with different content. The best example of this is the page widget, which consists of an image, text and link. The widgets differ per audience, since these pages are build specifically for these users. The tax advisors and students can also log in or create an account.
Dashboard & User Profile
Creating an account as tax advisor or student will grant them access to personalized content and extra features. These extra features depend on your type of profile. Every profile will gain access to courses and an education overview. Paid members also have access to unlimited downloads, a discussion platform and a support form to sent work related questions to a specialized team of tax advisors. Users can edit their personal information and preferences.
Courses & Education
Education is mandatory for members of Register Belastingadviseurs and a prime source of income for the organization. Besides members, other tax advisors and student can also follow certain courses. We added filters to these courses, so users can easily find courses that suit their interests. Users with a profile are also informed about new courses with daily e-mails.
A reserve list option is also added to make sure every course always has its maximum capacity. The first person who signed up for the reserve list will receive an e-mail to claim the spot, when another user cancels its participation. If the spot is not claimed within 24 hours, the next person on the list will get a chance to claim it.
All progression of courses is tracked on your personal education dashboard called Permanente Educatie. This progression is linked with an external service which tracks all grades and completion of courses. The connection enables the user to see how many points have been achieved, and how many more need to be achieved.
Automated processes
Approving a membership
To improve the process of a membership application, a custom dashboard was build which shows all new applications. A user has to fill in a detailed form to deliver all needed information to Register Belastingadviseurs. In the new dashboard, all this information is showed in a clear overview and the application can be approved or declined with a click of a button. Accepting (or declining) this application would automatically update the user’s profile and inform the user of the decision.
Proof of participation
Participants of courses will only receive their points if they have been present at the course. If you were present, a Proof of Participation PDF is added to your profile. After each course, a list of absent users is shared with Register Belastingadviseurs. Using this list, an employee of Register Belastingadviseurs will update our dashboard and set your status to absent or present.
A personalized PDF file, with your achieved points, is generated and added to your profile to download after your status is set to present in the dashboard. Smart checkboxes to select all users speed up the processes even more.
Bureau Vaktechniek Helpdesk
Members can use an online helpdesk for support by an internal specialized team of tax advisors. This team is called Bureau Vaktechniek. They use a special dashboard to assign support tickets to the expert of a specific category. Tickets can be answered and replies will be assigned to this ticket as well. This dashboard also includes graphs with the amount of questions and which categories. Filtering this data can be done by setting a period, and adding a comparison is also possible.
Other cases
Every Alstroemeria
2022 – 2023
UX/UI Design, WordPress
