What Information Technology Alliance does

Information Technology Alliance (ITA) is a non-profit professional membership association founded in 1997 and headquartered at 514 Daniels Street, Suite 361, Raleigh, NC, with a small staff (1–10 employees) led by President Geni Whitehouse and Vice President Lissa Johnsen and governed by an 8-person Board of Directors. The association serves technology professionals supporting small and mid-sized businesses in North America across six constituencies: Consulting & Reselling firms (CR), Internal Technology Leaders of large CPA firms (ITL, gated to Top 50 CPA firms), Client Accounting Services practices (CAS, gated to firms with $10M+ revenue or Top 100 CPA Firms), Consultants to the Profession (CTP), Technology Partners (TP — B2B software publishers tiered Platinum/Gold/Silver/Showcase), and the more recently introduced Strategic Holding Partners (SHP). ITA does not build proprietary software; its core technology is the ITA Online community platform operated on Higher Logic, supplemented by a Member Portal for administrative workflows.

ITA's offering revolves around recurring community and event-based services rather than software. Members receive year-round access to ITA Online (forums, document libraries, member directories), a periodic ITA Connection Newsletter, archived meeting agendas, and invitation to the semi-annual Collaboratives (Spring and Fall, $1,350–$1,875 per attendee) and the annual ITL Summer Meeting. The ITA Leadership Alliance (ILA) is a paid, year-long (April–March) leadership development program priced at $5,800 per participant that bundles program events with discounted Collaborative registrations. Selected customer logos referenced publicly — Sage, FORVIS, Business Technology Partners — and the Technology Partner roster spanning Avalara, Caseware, Workday, Microsoft, Acumatica, Thomson Reuters, Intuit Accountants, Oracle NetSuite, Wolters Kluwer, and others — illustrate the breadth of the vendor-neutral channel ecosystem the association curates.

Revenue is generated almost entirely from annual membership dues (e.g., $2,250 base for CR members of ITL/CAS firms, tiered for Technology Partners), Collaborative registration fees, ILA program fees, and ancillary guest fees, with a community-led, referral-and-Board-approval go-to-market motion. Marketing is concentrated in member testimonials, organic social (LinkedIn, YouTube, Facebook, X), and the newsletter; there is no evidence of paid acquisition, institutional investment, M&A, or revenue disclosure.

Name

Information Technology Alliance

Legal name

Information Technology Alliance

Website

https://italliance.com

Company type

Private

Founded year

1997

Operating status

Operating

Headcount range

1–10 employees

Short description

Information Technology Alliance (ITA) is a 1997-founded, Raleigh-based non-profit membership association that convenes IT consultants, technology leaders at large North American CPA firms, CAS practices, and B2B software vendors through semi-annual Collaboratives and online peer networking.

Ownership category

akta.pro rank

Product category

Professional Association / Industry Membership Organization

NAICS

Business Associations (813910), Convention and Trade Show Organizers (56192), Professional Organizations (81392)

SIC

Services-Membership Organizations (8600)

akta.pro primary industry

Enterprise Architecture & IT Operating Model (BPAHAEAB)

akta.pro secondary industries

IT Knowledge Management & Service Desk Platforms (HDAEALAH), Technical Enablement & Adoption Services (Change Management, Adoption, Champions) (BPAEANAC)

Keywords

• Professional membership association
• Accounting technology networking
• Technology consulting community
• Collaborative conference events
• Leadership development program

Headquarters

HQ city

Raleigh

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Annual Membership Dues: ITA generates revenue through annual membership dues from five member constituencies (CR, ITL, CAS, CTP, TP). Membership fees vary by constituency type and tier level, with dues payable annually typically by September 1st. Annual dues include prepaid registration benefits for collaborative events.
2. Collaborative Event Registration Fees: Revenue from registration fees for semi-annual Spring and Fall Collaborative conferences, plus ITL Summer meetings. Registration fees range from $1,350-$1,375 for members to $1,850-$1,875 for non-members. Additional attendees beyond prepaid benefits pay standard rates.
3. ILA Leadership Program Fees: The ITA Leadership Alliance (ILA) program generates revenue through participant fees of $5,800 per person, which includes program events and discounted collaborative registrations.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels6 records

Core offering

Information Technology Alliance is a vendor-neutral, non-profit professional membership association that brings together consulting and accounting technology professionals to share knowledge, build relationships, and develop leaders. It sells annual memberships across five constituencies (CR, ITL, CAS, CTP, TP), delivers semi-annual Spring and Fall Collaboratives plus the ITL Summer Meeting, and offers the year-long ITA Leadership Alliance (ILA) leadership development program, supported by the ITA Online community platform and ITA Member Portal.

Product overview

Information Technology Alliance (ITA) is a membership association, not a software product company. ITA provides a suite of member services including: ITA Online (a community platform powered by Higher Logic) for year-round collaboration and networking; the ITA Member Portal for managing membership information; ITA Leadership Alliance (ILA), a year-long leadership development program; ITA Connection Newsletter for member communications; and access to ITA Collaboratives (Spring and Fall) and ITL Summer Meetings. ITA serves five membership constituencies: Consulting & Reselling Firms (CR), Internal Technology Leaders of CPA Firms (ITL), Client Accounting Services (CAS), Consultants to the Profession (CTP), and Technology Partners (TP).

Differentiator

Problem solved

Functional benefit

Brands

• ITA Leadership Alliance (ILA): A year-long leadership development program designed to help ITA members grow as leaders, develop peer interaction, improve communication, and facilitate succession planning.

Products and services

• ITA Member Portal A central hub for managing and maintaining ITA membership information. Members use it to update contact details, manage organization profiles, add or modify employee information, and access member resources.
• ITA Leadership Alliance (ILA) Program A year-long leadership development program (April to March) for ITA members that combines Leadership Base Camps, personalized development plans, coaching, mentoring, book reviews, and peer accountability groups to develop leadership skills in key personnel. Participant fee is $5,800 per person, including all ILA program events and discounted Spring and Fall Collaborative registrations.
• ITA Online An interactive community platform (powered by Higher Logic) that enables ITA members to access collaborative information, participate in member forums, share insights, ask questions, and connect with professionals across the ITA network year-round. Includes discussion forums, document libraries, blogs, and member directories.
• ITA Collaboratives Semi-annual collaborative conferences (Spring and Fall) bringing together ITA members including IT consultants, service providers, software publishers, CAS professionals, and internal technology leaders from CPA firms. Events feature three focused tracks (CAS, ITL, CR) and are hosted at premier venues across North America.
• ITL Summer Meeting An exclusive annual summer meeting for Internal Technology Leaders (ITL) of CPA firms, featuring tactical and strategic sessions, social events, and networking opportunities for ITL constituency members.
• ITA Connection Newsletter A digital newsletter delivered to ITA members featuring updates on Collaboratives/Meetings, emerging trends in technology and accounting fields, and professional growth insights.
• ITA Meeting Calendar Calendar tool listing all upcoming ITA events including ITL Summer Meetings, Fall and Spring Collaboratives, with scheduled dates through 2028.

Named customers3 records

Segments6 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

20 partnerships are on record, tiered platinum, gold and core.

• AICPAplatinumTechnology or IntegrationThe Information Management and Technology Assurance (IMTA) section helps AICPA members who provide services in information security, cyber risk, privacy, and IT risk management. CPAs may pursue the Certified Information Technology Professional (CITP) credential. Access to IMTA tools and resources is included with AICPA membership.
• AiwynplatinumTechnology or IntegrationAiwyn is a comprehensive platform for accounting firms that integrates engagement letters, practice management, billing, and client collaboration. Started as a payments solution and expanded into a unified ecosystem.
• AvalaraplatinumTechnology or IntegrationAvalara provides AI agents for tax and compliance embedded in ERPs, ecommerce platforms, POS solutions, email applications, and web browsers. Trusted by over 43,000 businesses in 75+ countries.
• CasewareplatinumTechnology or IntegrationLeading global provider of cloud and AI-enabled solutions for audit, assurance, financial reporting and data analytics. Helps more than half a million users in 130 countries.
• CPA.complatinumTechnology or IntegrationCPA.com connects firms with expert insights, strategies, resources and technologies for transformation and success. Known for innovative solutions and thought leadership on emerging technologies.
• DayshapeplatinumTechnology or IntegrationDayshape's resource management software incorporates advanced AI, real-time engagement economics and firm-wide operational insights. Trusted by Big 4 and Top 100 accounting firms, and Workday's only resource management packaged solution.
• Intuit AccountantsplatinumTechnology or IntegrationIntuit Accountants helps accounting professionals save time, grow their practice with QuickBooks and ProConnect products. Innovative ecosystem serves approximately 50 million customers worldwide.
• Oracle NetSuiteplatinumTechnology or IntegrationNetSuite pioneered Cloud Computing in 1998 and now provides integrated cloud-based financials/ERP and omnichannel commerce software running the business of more than 43,000 customers in 220 countries.
• Wolters KluwerplatinumTechnology or IntegrationWolters Kluwer Tax & Accounting enables tax and accounting professionals and businesses of all sizes drive productivity, navigate change, and deliver better outcomes with workflows optimized by technology and deep domain expertise.
• WorkdayplatinumTechnology or IntegrationWorkday is the enterprise AI platform for managing people, money, and agents. Used by more than 11,000 organizations around the world and more than 65% of the Fortune 500.
• ZOHOplatinumTechnology or IntegrationZOHO is a comprehensive suite of over 50 business applications designed to optimize operations across sales, marketing, finance, and recruitment with strong commitment to technological innovation and customer privacy.
• AcumaticagoldTechnology or IntegrationAcumatica Cloud ERP is a comprehensive business management solution born in the cloud, designed for small and mid-market companies with flexible solution and industry-specific functionality.
• BillgoldTechnology or IntegrationBILL (NYSE: BILL) is a leader in financial automation software for small and midsize businesses. Trusted by hundreds of thousands of businesses to manage payables, receivables, and spend and expense management.
• FloQastgoldTechnology or IntegrationFloQast's Accounting Transformation Platform allows accountants to automate accounting and audit workflows with auditable AI. Trusted by more than 3,500 global accounting teams including Lululemon, Chipotle, and Shopify.
• MicrosoftgoldTechnology or IntegrationMicrosoft's mission is to empower every person and organization on the planet to achieve more.
• SagegoldTechnology or IntegrationSage energizes the success of businesses and communities around the world through imagination of people and smart technology.
• Thomson ReutersgoldTechnology or IntegrationThomson Reuters empowers tax, accounting, and audit professionals through trusted technology, advanced AI, training, guidance, and expertise. Provides connected ecosystem spanning software, education, workflow optimization, and advisory services.
• VersapaygoldTechnology or IntegrationVersapay automates accounts receivable, removing barriers to collecting and reconciling B2B payments. With over 10,000 customers and 5M+ companies transacting on the platform, processing over 110M transactions and $260B annually.
• CeligogoldTechnology or IntegrationCeligo is a leading Integration Platform as a Service (iPaaS) provider enabling companies to integrate applications, automate business processes, and accelerate digital transformation. Offers integration solutions between ERP systems and popular applications.
• Higher LogiccoreTechnology or IntegrationHigher Logic powers the ITA Online community platform used for year-round member collaboration, discussion forums, document libraries, blogs, and member networking.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Regional players

• MACPA (Maryland Association of CPAs): State-level CPA society providing member services, CPE, networking, and advocacy to CPAs in Maryland. Operates in the same professional-association model as ITA but on a geographic rather than functional segmentation.

Direct peers

• The IIA (Institute of Internal Auditors): Global professional association for internal auditors offering certifications, training, conferences, and member services. Comparable to ITA as a mature professional-association model with a technology-knowledge component serving a specialized accounting/auditing audience.
• CPA Practice Advisors: Firm that provides practice management resources, consulting, and peer group programs for CPA firm leaders. Overlaps directly with ITA's CAS and ITL constituencies on practice management, advisory services, and leadership development.
• Boomer Consulting: Consulting firm and peer-group network (P3) specifically serving the leadership of CPA firms, including their IT leaders. Closely comparable to ITA in addressing the same IT/CPA-firm executive audience with peer learning, events, and consulting.
• IMA (Institute of Management Accountants): Global professional association for management accountants offering member services, continuing education, certifications (CMA, CSCA), and industry research. Comparable to ITA as a membership-driven professional association serving accounting professionals with educational programming and events.
• K2 Enterprises: Specialist in technology training and CPE programs for accounting and tax professionals, with deep relationships across CPA firms. Comparable to ITA in delivering educational content and technology know-how to the same accounting professional audience.
• CPA Firm Management Association (CPAFMA): Professional association dedicated to CPA firm administrators, managers, and operational leaders. Highly comparable to ITA in providing peer networking, educational resources, and an annual conference for the CPA firm operations community.

Broad incumbents

• AICPA (American Institute of CPAs): The largest US professional association for CPAs, offering member services, technology resources via the IMTA section, certification (CITP credential), and events for the same core audience ITA serves. Operates at much greater scale and broader scope, overlapping with ITA in the CPA-technology intersection.
• Wolters Kluwer Tax & Accounting: Major technology and content provider for tax and accounting professionals with a strong CPA-firm channel presence (CCH, ProSystem fx). ITA Technology Partner at the Platinum tier; comparable as a broader incumbent in the same ecosystem.

Emerging players

• CPA.com: AICPA's technology-focused subsidiary that connects CPA firms with emerging technology solutions and thought leadership. Comparable to ITA's Technology Partner constituency in bridging CPA firms and software publishers, with a similar mission but commercial orientation.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/todayita
• YouTubeyoutube.com/channel/UCcFBzU5wNL3k5Zjm1gi0u-g
• Facebookfacebook.com/groups/1773952266168422
• LinkedInlinkedin.com/company/information-technology-alliance-ita

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Information Technology Alliance