The short answer
Clark and Caseware are both audit & risk tools. On published figures, Caseware leads on larger reported customer base (23,000+ organizations; 475,000 users vs 35+ CPA firms, including CliftonLarsonAllen and Aprio). Best fit: Clark for CPA firms short on audit staff during busy season and Caseware for accounting firms standardizing risk-based audits across teams and regions. Shortlist on fit, then compare quotes for the same scope.
Which should you choose?
Choose Clark if…
- you're among CPA firms short on audit staff during busy season
- you're among firms that want AI to own whole engagement areas, not just extraction
- you're among EBP and government audit practices looking to add capacity
- this Caseware drawback matters to you: pricing is quote-based and varies by product, user, region and order form
Choose Caseware if…
- you're among accounting firms standardizing risk-based audits across teams and regions
- you're among audit practices moving collaborative engagements from desktop files to the cloud
- you're among firms needing audit, review, reporting and analytics products from one vendor
- you want a larger reported customer base (23,000+ organizations; 475,000 users vs 35+ CPA firms, including CliftonLarsonAllen and Aprio)
- this Clark drawback matters to you: no public pricing
At a glance
| Attribute | Clark | Caseware |
|---|---|---|
| Starting price | Custompricing as of Nov 2026 | Custompricing as of Oct 2026 |
| Pricing model | Annual subscription, quote-based | Annual subscription, quote-based |
| Free trial | No public free trial is listed; book a demo. | No public self-serve trial is listed; request a demo or quote. |
| Founded | Not disclosed (formerly uiAgent) | 1988 |
| Headquarters | New York, NY | Toronto, Ontario, Canada |
| Funding | $16M total | Not published |
| Frameworks | SOC 1 Type 2, SOC 2 Type 2, ISO 27001; supports HIPAA and GDPR | U.S. GAAS, International Standards on Auditing and regional standards |
| Coverage | US CPA firms | 130 countries |
| Integrations | SharePoint, Box, Google Drive, QuickBooks, Slack, Teams, Excel, email | Practice management, CRM, HRIS, identity systems and custom REST APIs |
| Customers | 35+ CPA firms, including CliftonLarsonAllen and Aprio | 23,000+ organizations; 475,000 users Leads |
| Rating | Not published | 4.0/5 on G2 (70 reviews) |
| Focus | AI audit staff for CPA firms | Audit and assurance software |
Figures are as published by each vendor or review site on the verification date. "Leads" marks the stronger published figure; it isn't a recommendation on its own.
Where each one leads
- Caseware: larger reported customer base23,000+ organizations; 475,000 users vs 35+ CPA firms, including CliftonLarsonAllen and Aprio
Pricing compared
Clark pricing
Custom · pricing as of Nov 2026
Plan-level pricing not published.
Clark does not publish prices or plans. Firms book a demo and receive a quote. The 40% time savings figure on Clark's site is described as illustrative, not a measured average.
Free trial: No public free trial is listed; book a demo.
Caseware pricing
Custom · pricing as of Oct 2026
- Caseware CloudCustom
Cloud engagement management, collaboration, permissions, document storage and subscribed cloud applications
- Caseware AuditCustom
Engagement acceptance, risk-based planning, testing, review, analytics and integrated reporting
- Cloud FinancialsCustom
Financial statement preparation, disclosure logic and standards-aligned reporting workflows
- IDEACustom
Audit data analytics, investigation and repeatable analysis workflows
- VerityCustom
Embedded AI assistance for engagement preparation, review, reconciliation and disclosure tasks
Caseware does not publish a single starting price for its suite. Cloud access is billed per user, while fees, term and subscribed products are set in an order form. Product availability and commercial terms vary by region.
Free trial: No public self-serve trial is listed; request a demo or quote.
Key capabilities
Clark
- Clerks (AI audit employees). Autonomous agents assigned to engagement areas that collect documents, run tests, draft workpapers and chase client follow-ups, with CPAs retaining review and sign-off.
- Ava AI teammate. The assistant firms interact with to assign work, review output and ask questions about an engagement.
- Material Intelligence. Clark's agent harness, document processing and multi-layer memory that keeps context across documents and over the course of an engagement.
- Excel add-in. Brings Clark's extraction and testing into Excel workpapers so staff can stay in their spreadsheets.
- Integrations and UI automation. Connects to SharePoint, Box, Google Drive, QuickBooks, Slack, Teams, Excel and email, and uses UI automation for client sites without APIs.
- Peer Review Guarantee. Clark pays capped damages and refunds that client's fees if an Ava extraction error or miss becomes a peer review finding; team overrides are excluded.
- Specialty audit coverage. Clark markets Clerks for employee benefit plan (EBP) audits and for firms expanding into government audits.
Caseware
- Risk-based audit planning. Guided planning, risk assessment and linked procedures help teams tailor engagements to client circumstances and methodology.
- Cloud workpapers. Live cloud engagement files let staff, managers and partners collaborate on testing, review and sign-off without manual synchronization.
- Financial reporting. Cloud Financials and related products prepare financial statements with embedded disclosure logic and standards-aligned content.
- Audit analytics. IDEA and related analytics tools support data analysis, testing and investigation across audit and assurance work.
- AI engagement assistance. Verity and other agents apply context-aware AI to tasks such as data preparation, reconciliation, disclosure checklists and review.
- Document extraction. Extractly and Validate automate document extraction, matching and financial-statement checks for accuracy and consistency.
- Practice integrations. APIs and ecosystem integrations connect Caseware with practice management, identity, CRM, HRIS and other systems.
Pros and cons
Clark
Pros
- Clerks own engagement areas end to end, from document requests to draft workpapers
- Peer Review Guarantee puts money behind extraction accuracy
- SOC 1 Type 2, SOC 2 Type 2 and ISO 27001, with no training on customer data
- Named mid-market and top-25 CPA firm customers
Cons
- No public pricing
- Young company with $16M raised in total
- The 40% time savings figure is illustrative, not a measured average
- Built for US CPA firms; not aimed at internal audit teams
Caseware
Pros
- Covers audit, review, compilation, reporting and analytics in a connected product portfolio.
- Cloud files support simultaneous collaboration, review and sign-off across engagement teams.
- Regional content supports U.S. GAAS, ISA and other professional standards workflows.
- APIs, security controls and role-based permissions support larger practice operations.
Cons
- Pricing is quote-based and varies by product, user, region and order form.
- The broad portfolio can require separate products for analytics, reporting or specialized work.
- Desktop-to-cloud migration can remove or change some established Working Papers features.
- User reviews cite a learning curve, setup effort and occasional performance issues on large files.
How they're similar
- Both are listed in our audit & risk directory.
- Both use quote-based pricing, so the final price depends on scope and negotiation.
How they differ
- Focus
- Clark: AI audit staff for CPA firms
- Caseware: Audit and assurance software
- Founded
- Clark: Not disclosed (formerly uiAgent)
- Caseware: 1988
- Headquarters
- Clark: New York, NY
- Caseware: Toronto, Ontario, Canada
- Listed only for this tool
- Clark: Audit automation, AI agents, Workpapers, CPA firms, Employee benefit plan audits, Government audits +2 more
- Caseware: Audit, Assurance, Financial reporting, Risk assessment, U.S. GAAS, International Standards on Auditing +6 more
Frequently asked questions
Is Clark cheaper than Caseware?
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The published prices can't be compared directly (they are quote-based, use different billing units, or aren't published), so request quotes for the same scope. Clark: Custom (annual subscription, quote-based). Caseware: Custom (annual subscription, quote-based). (Clark pricing pricing as of Nov 2026; Caseware pricing pricing as of Oct 2026.) Total cost depends on plan, company size and add-ons.
Which is better for startups, Clark or Caseware?
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Clark's published positioning doesn't single out startups; its first best-fit group is "CPA firms short on audit staff during busy season". Caseware's published positioning doesn't single out startups; its first best-fit group is "Accounting firms standardizing risk-based audits across teams and regions". Neither answer replaces a quote for your headcount and scope.
Can I switch from Clark to Caseware?
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Yes. They are separate products, so switching means setting up Caseware and reconnecting your systems. Check your Clark contract term and renewal date before you commit. Data migration tooling isn't covered in our sources, so ask Caseware whether it can import your Clark data.
Does Clark or Caseware have more integrations?
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Clark: SharePoint, Box, Google Drive, QuickBooks, Slack, Teams, Excel, email; Caseware: Practice management, CRM, HRIS, identity systems and custom REST APIs. Vendor counts are self-reported and define "integration" differently, so check that the specific systems you use are supported.
How do Clark and Caseware reviews compare?
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Clark: no rating in our data; Caseware scores 4.0/5 from 70 reviews on G2. Ratings are third-party review-site data, not our own testing.
Do Clark and Caseware offer a free trial?
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Clark: No public free trial is listed; book a demo. Caseware: No public self-serve trial is listed; request a demo or quote.
Go deeper
Clark
Audit & Risk
Caseware
Audit & Risk
Sources
Vendors change pricing and features often, so confirm with each vendor before buying. How we research
Clark
Last verified
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