Client Accounting Services (CAS)

The IT Alliance’s CAS membership brings together practice leaders and experts from the largest CPA firms across North America—professionals who arrive at every meeting ready to collaborate, share knowledge, and tackle the real-world challenges facing our firms and clients. This exclusive network connects forward-thinking CAS leaders with the strategic insights, proven methodologies, and collaborative relationships essential for navigating digital transformation. Our cooperative membership model ensures you benefit from collective experience with today’s opportunities while strategically preparing for tomorrow’s challenges and changes.

Click to learn about our Special Promotional CR Membership Offer for ITL/CAS Members

WHY SHOULD YOU JOIN THE ITA?

TO QUALIFY FOR CAS MEMBERSHIP

  • CAS Practice Line Leader of a firm with $10M in revenue or a Top 100 CPA Firm, or directly report to that person. 
  • Demonstrate a history or track record in delivering quality services.
  • Referenceable by an existing ITA member, member of the ITA staff, or Board.
  • Employ professionals who have demonstrated a willingness to serve in volunteer capacities.
  • Endorse and agree to abide by the ITA Code of Professional Conduct.

WHY JOIN ITA

As an ITA Client Accounting Services (CAS) member, you and your firm would enjoy these benefits:

  • Interact with a broad range of CAS members
  • Gain insights into best practices and inspiration for future growth.
  • Learn about new technologies and services from other membership types.
  • Attend up to two events per year to network with similar organizations and other leading industry partners in premier settings with first-class accommodation.
  • Access to current, real-world market intelligence (“first mover” advantage) through benchmarking, best practices, and demographic information made available to members at our meetings and via our website.
  • Direct access to strategic insights from industry-leading infrastructure technology providers
  • Opportunities to partner with other ITA firms to deliver larger and more complex solutions to your clients.
  • Exclusive access to ITA Members Only information on the ITA website.
  • Invitations to present at ITA events and engage in ITA leadership roles and committees, as available.
  • Showcase your firm’s expertise, achievements, and capabilities to the industry’s top organizations.
  • Enhance your business, your network, and your skills, and have fun while doing it!
  • Access to ITA marketing support that includes:
    • Participation in a new member press release upon membership acceptance.
    • An ITA website listing.

MAXIMIZING YOUR ITA MEMBERSHIP VALUE

Members get the most benefit when they:

  •  Attend Collaboratives and benefit from the incredible resources and networking opportunities of our community.
  •  Join a committee!
  • Share your knowledge and contribute to a collaborative session
  • Display the ITA Logo on your firm’s website and professional social media accounts
  • Network with ITA members throughout the year!
  • Attend optional social events curated from the Collaborative’s location.

WHEN YOU MEET OUR CRITERIA AND ARE APPROVED

  • Submit your membership fee and agree to pay the initiation fee and the annual membership dues. Annual membership dues are payable by September 1st each year.
  • Agree to abide by the ITA Code of Professional Conduct.
  • Maintain your “membership in good standing” qualifications, including active association participation and timely payment of invoices.
  • Commit to at least one attendee at the Spring and/or Fall Collaboratives (2 attendees per event are highly recommended).