Strategic Partnerships NAEA has a history of partnerships and collaboration, including recent ties with Unbroker to provide members with valuation technology and resources. This presents sales opportunities to offer fintech, valuation, and small-business support solutions that integrate with or complement NAEA’s member services.

Education Platform With the NTPI celebrating its 40th anniversary and ongoing Tax Summit participation, there is demand for training, certification, and event technology. Sales opportunities exist for learning management systems, webinar platforms, exam prep tools, and conference/education software targeting enrolled agents and tax professionals.

Career & Talent NAEA launched the NAEA Career Center to connect employers with tax professionals. This indicates interest in talent acquisition tools, recruitment marketing, applicant tracking, and HR tech solutions tailored to professional associations and tax industry staffing.

Member Engagement A large membership base (60,000+ EAs) across the U.S. signals opportunities for marketing automation, member engagement platforms, CRM enhancements, and analytics that help tailor communications, events, and services to diverse practitioner segments.

Technology Stack & Compliance NAEA uses Salesforce, Marketing Cloud, ASANA, and other modern tools. There is potential to offer integration consulting, data hygiene, security upgrades, and custom CRM/marketing workflows that streamline advocacy, education delivery, and member services while ensuring compliance and data privacy.