Technology & Software

Technology & Software

We deliver scalable accounting and advisory resources to help meet the growth trajectory of thriving technology companies.

Audit, Tax and Advisory Services for Technology, Software, & SaaS Companies

The ever-changing technology industry, including the shift of companies transitioning their operating models to become tech-enabled service providers, has prompted technology and software companies to continue seeking out innovative opportunities for expansion and efficiency. From the Fortune 1000 to venture-backed growth companies, FORVIS helps meet the needs of this dynamic industry by striving to deliver the ideal combination of industry experience and technical knowledge.

Familiarity with the regulatory nuances in the industries you serve, such as healthcare, financial services, or the public sector, should be just as important as having experience in your industry. This is why we deliver a holistic service approach by incorporating partners on our engagement teams for the industries our technology clients serve.

Contact our team to learn how we’re serving clients in the technology and software industry, including SaaS, tech-enabled, edutech, fintech, healthcare technology, and hardware companies.


FORVIS delivers assurance and accounting advisory services to public and private entities of all sizes. Our assurance and related accounting services for technology and software companies include:

  • Accounting Standards Implementation
  • Audits, Reviews & Compilations
  • Due Diligence Accounting for Acquisitions and Mergers
  • Employee Benefit Plan Audits
  • Fraud and Forensics
  • Internal Audits & SOX Compliance
  • IFRS Audits and Reporting
  • IPO & SPAC Readiness
  • IT Audits
  • Outsourced Accounting Services
  • Regulatory Audits
  • SEC and Public Company Audits
  • SOC Reports, Including SOC 1, 2, and 3 Engagements


As your company grows its sales footprint, works with larger customers and increases its sales tax nexus exposure, FORVIS will work alongside your team to help address domestic and international tax compliance matters and tax savings opportunities.

  • Accounting Method Reviews
  • Coordination of Foreign Country Compliance & Reporting
  • ASC 740 Income Tax Provisions
  • Incentives & Credits Planning
  • Multistate Planning & Nexus Studies
  • Multinational Inbound & Outbound Tax Planning
  • R&D Tax Credits
  • Tax M&A Advisory
  • Tax Return Preparation (Federal, State, Local, & International)
  • Tax Transformation
  • Transfer Pricing


No matter your growth or exit strategy, FORVIS can help you improve business processes and increase profitability. Our team brings varying perspectives to help optimize margins, manage risk, and increase performance, including:

  • ISO 27001 Compliance
  • Business Transformation
  • Capital, M&A and Exit Strategies
  • CFO Analytics
  • Cloud Migration
  • Digital Automation
  • IT Program & Project Management
  • Enterprise Risk
  • ESG & Climate Risk
  • Global Finance
  • Government Contracting Consulting
  • HITRUST Compliance
  • Internal Audit Strategy & Governance
  • IT Risk & Cybersecurity
  • Litigation & Valuation Services
  • Merger Integration  
  • Performance & Process Improvement
  • Private Equity-Related Management Services
  • Quality of Earnings Reports (Buy Side and Sell Side)
  • Quantitative Solutions
  • Regulatory Compliance
  • Talent Acquisition & Retention

Trusted Advisor

FORVIS helps you to manage risk, improve your bottom line and prepare thriving tech companies for continued growth.

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