The pieces of the puzzle that make up the magic of one simple, integrated, and complete way to power your members’ experience (and make your staff experience amazing, too).

SailAMX membership user management

Membership & User Management

Making it easier than ever for professionals to join your association and giving you the data you need to serve them well.

  • Customizable join and renew forms with add-ons and upsells
  • Join member groups (chapters/committees)
  • Automatic recurring payments
  • Flexible membership terms and payment frequency
  • Member account profile management
SailAMX organization management

Organization Management

Member organizations and firm admins will be able to do more with your association than ever with easy-to-use membership and course registration tools.

  • Organization user management
  • Organization product purchasing
  • Organization membership and subscription billing
  • Organization shared credit cards and account credit
  • Organization self-service invoice printing and download
  • Peer Review tracking and billing (for CPA associations)
SailAMX website management

Website Management

Easily transform your website into a  hub of content and  engagement for users.

  • Content management system
  • Predefined content pages and page blocks
  • Integrated product and event automation
  • Member directory
  • Resource & learning library
  • Universal site search
  • Restricted-access content
  • Blog
  • Custom forms with conditional logic
  • Surveys
  • Media library


Our built-in customer relationship management tool makes it easy to keep track of member and potential member information and communications.

  • Contact management
  • Powerful segmentation
  • Report builder
  • Integrated marketing automation
  • Easy export and import
SailAMX Marketing and Communications

Marketing & Communications

Attract, retain, and foster strong relationships with your members by sending targeted messaging through built-in digital marketing tools.

  • Email templates
  • Custom email marketing & email builder
  • Reporting
  • Audience segmentation
  • Automation emails
  • Drip campaigns
  • Website banners & alerts
SailAMX E-Commerce Features

E-Commerce Features

Buying things online is the norm these days. Make sure your members have no problems doing so at all.

  • Subscription billing
  • Automatic payment options
  • Failed payment management
  • Sales tax
  • Automated customizable e-commerce emails
  • Shopping cart
  • Shipping rates
  • Coupons/promotion codes
  • Conditional discounts 
  • Product restrictions
  • Custom invoices
  • Automated credit card updates
  • Account credit
  • Check management
  • User and organization orders and subscriptions
SailAMX Online Community Platform

Online Community Platform

Your members can ask questions, find answers, and engage in civilized online discussion about professional topics – available through online forum and email.

  • Online forum for specific communities
  • Conversation threads with email integration
  • Emoji reactions
  • Member and non-member communities
SailAMX Continued Education Management

Continued Education Management

Your members and other customers can enjoy a seamless online learning experience – from registration to attendance to certification – all on SailAMX.

  • User-added CPE/learning
  • Automatic syncing of third-party continuing education into transcript
  • My Learning to track continuing education
SailAMX Accounting Support

Accounting Support

SailAMX integrates accounting structures to save your staff time and energy.

  • Journal entry generation
  • Revenue recognition automation
SailAMX reporting analysis

Reporting & Analysis

Get a strategic view of every part of your member experience, membership, financials, registrations, and more

  • Reports and dashboards
  • Analytics
SailAMX Event Product Management

Event & Product Management

Making event and product pages easy to set up for your staff is an important piece offering the best experience to your members.

  • Event and product automation
  • Event calendar
  • Product catalog
  • Fixed and flexible bundles
  • Restricted product purchase
  • Product creation from course
  • Compliance review and expiration
  • Concurrent sessions + agenda builder
  • Event sponsors library
  • Automatically generated artwork
  • Product add-ons
  • External access magic link provisioning
SailAMX private event fulfillment

Private Event Fulfillment

Your members' organizations can host private in-person or online events and get the full experience, including event checkins and attendance verification.

  • Private event/product check-ins
  • Instructor library and page
  • Course page
  • Private event/product check-ins
  • External access magic link provisioning
SailAMX Online Learning

Online Learning & Events

Host high-quality live streams, webcasts, webinars, and on-demand learning experiences on SailAMX.

  • Staff user control room
  • On-demand learning
  • Livestream events
  • Webcast and simulcast events
  • Webcast replay
  • Audience polling
  • Integrated Zoom delivery
SailAMX system features

System Features

It really is easy to move from legacy AMS tools to SailAMX.

  • Password-less, social, or password login
  • Import tools
  • User impersonation
  • User merge
  • Automated address validation and USPS integration
SailAMX off the shelf APIs

Off-The-Shelf APIs

SailAMX works seamlessly with other leading tools and programs that serve associations and your members.

  • Google Analytics
  • Intercom
  • Segment
  • AICPA Bridge
  • AICPA Webcasts
  • Acpen
  • Surgent On-Demand
  • Surgent Webcasts
  • CPA Crossings Webcast
  • CPA Crossing On-Demand
  • CPA Crossing Subscriptions
  • CalCPA On-Demand
  • Facebook Pixel
  • LinkedIn Advertising
  • CalCPA On-Demand
  • Xero