ITA Doubles CAS in Spring 2022 Collaboration

The Information Technology Alliance (ITA), an independent association of leading North American technology professionals, consultants, and product/service providers, continued to expand its Client Accounting Services (CAS) component during the recent ITA collaboration Spring in Denver. Participating companies included:

  • Bennett Mockingbird
  • BerganKDV
  • Eide Bailly LLP
  • Elliott Davis, LLC
  • Lurie, LLP
  • Moran plant
  • Postlethwaite and Netterville
  • Raich Ende Malter & Co LLP
  • RKL, LLC
  • UHY Advisors
  • Whitley Penn (new to the CAS track)
  • Wipfli
  • Without

ITA launched the CAS pilot project in 2019, and the initiative has grown rapidly, attracting companies looking for an environment that provides a trusted space to share best practices and learn about the latest trends in CAS matter. With the current first list of participating companies, the growth of this new track underlines a key principle of the ITA: “knowledge increases in value when shared”.

Topics for CAS sessions at the Spring Collaborative included:

  • CYA – Cover your assets: how to structure liabilities to protect your business
  • CAS 2.0 – Growth engine after the fact: what is CAS Business Insights and how to access it?
  • Structuring your CAS practice: from start to maturity
  • Who are you? Explore CAS through these 3 topics: definition, communication, marketing

“We were beyond thrilled with the turnout and participation from our evolving CAS Interest Group companies at the recent spring collaboration in Denver,” said Kane Polakoff, National Accounts Receivable Advisory Services Manager. at UHY Advisors and Chairman of the ITA CAS Planning Committee. “By providing a collegial venue for many of the profession’s CAS thought leaders, combined with the valuable networking setting that the ITA provides, we are confident that our attendees came away inspired and with new knowledge and insights gained during the time they have invested in the event.. We look forward to welcoming even more CAS members and guests when we meet again at the Spring 2023 collaboration.”

Also during the Spring Collaborative, the ITA announced that nine new member firms have joined the premier networking organization for accountancy firms, consulting resellers and trusted vendors. New member firms include:

  • Microsoft
  • Accounting Business Solutions
  • Acumatica
  • zoho
  • Celigo
  • Scan Force
  • high radius
  • HubSync
  • LumiIQ

“ITA continues to be the go-to destination for the accounting profession and the accounting technology industry, with an emphasis on networking in a trusted environment,” said Shawn Slavin, President of ITA. “The quality and prestige of the companies that have joined over the past year further speaks to the enduring appeal of this organization, and the addition of our CAS track attracts a new segment of professionals to the ranks of the ITA, for the benefit of all members.”

ITA members will then meet at the Fall 2022 Collab from December 4-6, 2022 in Austin, Texas. More information about ITA can be found at

The ITA is an independent, not-for-profit trade association of leading accounting firms, consulting firms and technology providers whose purpose is to share information and build relationships that improve the way with which its member firms and their clients do business. Since the ITA’s membership roster consists of some of the most reputable middle market technology professionals, consultants and product/service providers, the ITA often uses its collective influence to act as a voice authoritative for the computing profession. ITA members share the common goal of providing products and/or services to the small and medium business community. For more information, visit