Liberty Tax Umbraco CMS Migration

Liberty Tax Service is one of the fastest-growing tax preparation franchises with over 4,300 offices in the United States and Canada. Liberty is both a tax preparation company during the tax season and a franchise sales company the rest of the year. Marathon has been providing digital marketing services to Liberty year round since 2007, including website design and development, search engine optimization (SEO), and pay-per-click (PPC) management.


Liberty’s marketing department had invested heavily in a content management system (CMS) to maintain their public websites prior to 2007. Not only was the CMS expensive, they were frequently dealing with technical and performance issues relating to the product, and the user base found it difficult to use. After 11 years, it was time to break ties with their CMS and they turned to Marathon.


Marathon recommended Liberty Tax migrate all their public websites to Umbraco to give them relief from the burdensome license fees and the frustration their staff was feeling from using their old CMS. Marathon took the lead on the project and planned out a 3-phased, year-long project that would replace their CMS and accomplish the following goals:

  • Minimize the risk and impact on the business during each season.
  • Consolidate Liberty’s 34 public websites into 12.
  • Design a fresh new look and feel for both and
  • Migrate Liberty’s online assets to a new datacenter.

Marathon designed a new high-performance, load-balanced infrastructure plan to handle the peak traffic for all of Liberty’s websites. Once the environment was in place, Marathon developed a base website in the latest version of Umbraco that would provide shared, basic functionality for all the Liberty websites to serve as a starter site. Marathon then migrated each website into Umbraco, including refactoring and upgrading each integration point with Liberty’s internal technology and third-party APIs. 

As the migration of each website was completed, Marathon performed system integration testing and load testing on each website. Each website was finally turned over to the Liberty marketing team for user acceptance testing and then deployed to the production environment.

Marathon successfully completed the project and accomplished all the stated goals on time and on budget.