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Technology & Software

With agile resources and tailored engagement teams, we help tech companies stay ahead of the curve.
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500+

Software as a service (SaaS) clients

1,100+

Technology, software, and device clients

1,500 PE Funds

With 4,000+ portfolio companies, we’re deeply embedded in the private equity community

Experienced insight that helps turn strategy into results.

You’re building fast, raising capital, and rethinking how AI reshapes your business. We’re right there with you. Forvis Mazars delivers accounting, tax, assurance, and consulting services made for technology, software, and SaaS companies. From Fortune 1000 to venture-backed growth companies, we pair in-depth industry experience with technical knowledge and an Unmatched Client Experience® rooted in trust and collaboration.

What We Do for Technology & Software Companies

Wherever you are in your growth story, we bring tailored teams to the table. Software and SaaS companies need industry-specific accounting, tax, assurance, and consulting support that reflects how these businesses actually operate, scale, and raise capital. Here’s where we help most:

  • Accounting & Financial Reporting—Keep your books ready for growth, diligence, and scale.
  • Tax Strategy & R&D Tax Credits—Uncover R&D tax credits for SaaS and software companies and shape a tax approach that supports your next stage.
  • SOC 1 & SOC 2 Reporting—Give customers and investors confidence in your controls with clear SOC 1 and SOC 2 reporting.
  • IPO Readiness & Transactions—Prepare for a raise, an acquisition, or a public offering with teams who’ve walked the path before.
  • Cybersecurity, Risk, & AI Strategy—Protect what you’re building and put AI to work responsibly.
  • Sub-Sectors We Serve—Supporting fintech, healthcare technology, venture-backed growth companies, and Fortune 1,000 organizations.
Our Forvis Mazars engagement team is responsive, they deliver on deadlines, and they are clear on engagement expectations.”
– Chief Financial Officer, SaaS company publicly traded on Nasdaq

How We Support Data Centers & Digital Infrastructure Growth

Technology growth is reshaping the infrastructure beneath it. As AI, cloud computing, and digital transformation drive demand for data centers, owners, operators, investors, developers, and technology companies face new questions across strategy, capital, compliance, and operations.

We help you move through the full data center lifecycle—from strategy and site selection to operations, compliance, and growth—with insights that support scalability, efficiency, and long-term value.

Five-stage data center lifecycle: strategy and investment; site, power, and infrastructure; construction and deployment; operations and refinement; growth and transactions.

State of SaaS Insights for Software Leaders & Investors

Technology leaders, investors, and private equity stakeholders need more than headlines. You need signals you can act on. Our ongoing State of SaaS research brings together market perspectives on AI adoption, cybersecurity, valuation trends, M&A activity, and exit readiness to help you make informed growth and capital decisions.

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Webinar Archive
H1 2026 State of SaaS – Insights & Outlook

Explore the new phase of SaaS as valuation shifts, sharper investor scrutiny, and AI reshape fundraising, M&A, and IPO readiness—and learn what it takes to build toward stronger exit outcomes.

Watch the Replay
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Navigating SaaS to AI

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Forvis Mazars delivers assurance and accounting advisory services to public and private entities of all sizes.

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As your company grows its footprint, works with larger customers, and increases its sales tax nexus exposure, Forvis Mazars can help address complex tax compliance matters and tax savings opportunities.

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Regardless of your growth or exit strategy, Forvis Mazars can help you look for opportunities to potentially improve profitability and enhance your business processes.

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