Tax Notes - Tax Analysis for the Future

Redesigned website and mobile application successfully pave a foundation for brand expansion.

A Mobile App Evolves Tax Analysis for the Future

Built on Drupal CMS,’s redesigned website and mobile application successfully pave a foundation for brand expansion.

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Tax Analysts is a nonpartisan tax policy organization dedicated to improving tax systems on a state, federal, and international level.

Agency Services
Website Redesign/Development
Mobile Optimization
User Experience (UX)
Customized CMS

Tax Analysts needed to update their online presence with new branding, a new website, and a mobile app to better serve on-the-go subscribers and maintain their position as leaders in the tax community. Tax Notes was born - a portfolio of publications offered by Tax Analysts.

Tax Notes website snapshot and mobile view

Prioritizing Product Needs

First, we spoke with stakeholders and product users to identify pain points and prioritize needs. Key redesign priorities included:

  • taxonomy
  • navigation
  • content organization
  • advanced search
  • security
  • personalization
  • mobile delivery.

Branding and Visual Design

After an extensive information architecture phase, our attention turned to branding and visual design.

We conducted market research to recommend how Tax Analysts might restructure their segmented brand to better distinguish Tax Analysts (the non-profit organization) from its flagship product, Tax Notes.

Tax Analysts introduced its new website (built on the Drupal platform), a news service and website dedicated to comprehensive and impartial news coverage. Tax Notes subscribers visit for daily news, while the greater community can visit to learn more about their impactful work.


The redesigned website and user-friendly mobile application successfully paved a foundation for brand expansion.

  • Over 5 million pieces of content migrated to the new Drupal CMS platform from the legacy system.
  • New methods of interactivity enable subscribers more cross-product browsing.
  • A robust search capability facilitates access to dense tax-related content.
  • A subscription and pay-walled offering allow tiered access to content, while driving new registrations and increasing the user base.
  • Robust analytics functions inform subscriber outreach and engagement programs.
  • An improved editorial process allows front-line editors greater control over layout and content formatting.

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We'll help you bridge the gap between your business goals and your customers’ goals to acquire, retain, and <blue-underline-small>maximize every customer.<blue-underline-small>

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