Several new features have been rolled out that have been in the works for a long time. Both address the same core concern raised by our members – “We have trouble finding the resources that we need”.
Our members are right. The member section was designed to showcase 15-20 resources, but it now has about fifty different resources. This makes it hard to find specific resources and difficult to browse through the member section.
These two new features address these concerns:
New Member Section
The member section has been redesigned entirely. Now, members can easily look for resources in a way that is similar to how they browse for content on Netflix or YouTube. Sometimes members show up looking for something specific (in which case they would search for it), other times they may show up with a client situation in mind but not sure what they need specifically. This new member section will address that issue a whole lot better than the original member section. Here is an example of how it looks (or just head to the member section for the full effect):
This sets the stage for more themed categories, which will further save time for members. In the future, we will have categories built around specific client profiles. For example, a category covering specific issues relevant to Gen X and Gen Y, or a category covering divorce, or business owners. Members will then be able to visit the site to search for a client situation instead of searching for resources that could apply to that client.
We have also taken additional steps to make key information more “scannable” in the member section than before. New resources, recently updated resources, or timely (such as end-of-year planning issues) are clearly marked on the information tile. In addition, a quick summary of the resource is listed at the top of each information tile to make it easier to see what the resource is all about.
One-Click Downloads
A new feature for our Deluxe members is the ability to quickly download all the resources for a specific year with one click! All the white-labeled resources for that year will be in a single zipped folder that can be downloaded to the member’s computer. Deluxe members who are signed in, can visit the One-Click Download page here.
2020 Resources Update
We are still revising the resources based on the SECURE Act and Tax Extenders for 2020. The current 2020 versions have been updated to reflect new annual limits but do not address the SECURE Act or the Tax Extenders. We will begin to update the resources shortly and will keep everyone apprised of the status.
What do you think of these updates? send me an email.