Caseware appoints David Marquis as CEO

Accounting and auditing analytics software company Caseware announced the appointment of David Marquis as its new CEO.

“I’m honored to join Caseware, a Canadian tech unicorn with a proud legacy of innovation and a mission to empower audit and accounting professionals worldwide,” said Marquis, in a statement. “Together, we have a unique opportunity to redefine the industry, accelerating the benefits that technology can bring to professionals, businesses and the communities they serve.”

Marquis comes to Caseware after five years at Intuit, where he recently led the international division including Canada, Australia, the U.K. and other non-U.S. markets. Prior to that, he was the Canada country leader for Google. His career also includes an eight-year stint at Bell Canada and roles at Rolls-Royce and Boston Consulting Group.

“David’s appointment marks an exciting new chapter for Caseware as we continue to revolutionize the accounting and audit landscape. His proven leadership, innovative thinking and deep understanding of both technology and the accounting profession make him uniquely qualified to lead our company into the future. With his expertise, Caseware is well-positioned to deliver even greater value to our customers, leveraging cutting-edge AI and cloud solutions to drive quality, efficiency and enable accountants to practice at the highest level of their certification. As part of this transition, I would like to recognize the contributions of Dave Osborne, our departing CEO, who has played a pivotal role in the transformation, growth and innovation at Caseware over the last few years,” said Mike Sabbatis, board chair at Caseware.

The news comes shortly after the company announced its acquisition of Atlanta-based SaaS provider LeaseJava, Caseware’s eighth acquisition since Hg Capital acquired majority ownership in late 2020. A spokesperson with Caseware said current customers of LeaseJava will still be able to use the software they’ve been using. Meanwhile, Caseware customers will be able to purchase it in the coming months. Caseware is in the process of evaluating continued application of the LeaseJava branding relative to future product plans.

Late last year, Caseware also announced a partnership with Validis, an accounting data extraction and standardization solutions provider. This collaboration will provide audit firms with data ingestion tools that deliver audit-ready data from diverse sources for analysis. Through the integration, Caseware customers will be able to access Validis’ capacities for automated data collection, cleansing and standardization within Caseware’s own platform.