Associations

The yearly cycle for a professional or trade association

A professional or trade association runs on the year: dues, renewals, member credentials, continuing education, and the annual conference. That is a different job from a chamber or downtown group that lists member firms and fills mixer rooms.

Built for the yearly cycle

Member packages, credential records, continuing-education courses, conference registration, and email share one account. Email uses that same people list now. SMS is not currently available. Social Media is coming soon, starting with your own YouTube channel. The annual conference and chapter meetings use events as they exist today: listings, registration, tickets, and check-in. Renewals and payments can write into accounting. Payroll tax calculation, payroll finalization, and tax filing are not offered.

  • Dues packages for the membership year
  • Member credentials in the portal, not a public firm directory
  • Continuing-education courses and the annual conference
  • Email now from the same people list; SMS when enabled (not currently available)

The yearly cycle for a professional or trade association

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