AI Tax Preparation & Filing

Automate Accurate, Compliant Tax Filing with HealOS

Manual tax preparation is complex, time-consuming, and error-prone. Teams struggle with data collection, form accuracy, changing regulations, and tight filing deadlines, creating compliance risk and operational stress. HealOS delivers AI-powered tax preparation and filing built for scale. Our platform automates data intake, tax calculations, form generation, validation, and electronic filing, ensuring accuracy, compliance, and on-time submission. This is modern AI tax preparation software designed for reliability and efficiency.

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Why Tax Preparation & Filing Is Broken Today

Traditional tax workflows rely heavily on manual processes.

Disparate financial and payroll data

Manual form preparation and review

Errors in calculations and classifications

Constant regulatory changes

Missed deadlines and penalties

Limited audit visibility

Legacy tax tools prepare forms. They don’t manage compliance intelligently. AI-driven tax preparation is now essential.

HealOS for Tax Preparation & Filing

HealOS is an AI tax preparation and filing solution designed to automate the entire tax lifecycle from data collection to submission and reporting. It connects financial systems, regulatory rules, and validation logic into one intelligent workflow that reduces risk and workload.

~21 Days

Typical Go-Live Timeline

90%+ of Tax Preparation Tasks Automated

Tax Automation Coverage

100% Pilot Graduation

Deployment Conversion Rate

How HealOS Automates Tax Preparation & Filing

Step 1

Financial Data Ingestion

HealOS ingests data automatically from accounting, payroll, expense, and financial systems to ensure complete and accurate inputs for tax preparation workflows.

Step 2

AI-Driven Tax Calculation & Classification

HealOS applies AI to classify transactions, calculate taxes accurately, and align data with jurisdiction-specific tax rules and thresholds.

Step 3

Automated Form Preparation

HealOS generates required tax forms automatically, populating fields accurately while ensuring consistency with regulatory requirements.

Step 4

Validation & Compliance Checks

HealOS validates tax filings against current regulations, flags discrepancies, and ensures filings meet compliance standards before submission.

Step 5

Electronic Filing & Reporting

HealOS submits filings electronically, tracks submission status, and generates audit-ready reports and documentation automatically.

Core Capabilities for Tax Preparation & Filing

Automated Tax Data Collection & Organization

HealOS automatically gathers transaction data from accounting systems, categorizes items for tax purposes, and organizes supporting documentation required for accurate, efficient tax preparation workflows.

AI-Driven Tax Liability & Deduction Calculation

HealOS calculates estimated tax liabilities, identifies eligible deductions and credits, and tracks asset basis and depreciation schedules using AI-driven tax intelligence.

Automated Tax Form & Schedule Preparation

HealOS populates federal and state tax forms with validated data, generates required schedules, and ensures consistency across filings for compliant tax preparation.

Quarterly Tax Estimate & Payment Tracking

HealOS monitors tax obligations year-round, calculates quarterly estimated payments, sends reminders, and tracks payments to support accurate reconciliation and on-time tax filing.

Measurable Impact Across Finance Operations

Track real improvements with AI-powered tax preparation and filing.

85%

Fewer Errors

70%

Time Savings

100%

Audit Readiness

Late Filing Penalties

Who HealOS Is Built For

Hospitals & Health Systems

Handle complex tax and reporting requirements across entities.

Physician Groups

Simplify tax filing with automated data preparation.

Behavioral Health Providers

Ensure accurate, compliant tax submissions.

Specialty Clinics

Reduce administrative tax workload.

Telehealth Providers

Manage multi-jurisdiction tax compliance efficiently.

Security & Compliance

HIPAA Compliant

Secure PHI handling without storage

SOC 2 Type II Certified

Independently audited enterprise security

Secure Authentication

SSO and multi-factor access controls

Automate Accurate, Compliant Tax Filing with HealOS

Why Tax Preparation & Filing Is Broken Today

HealOS for Tax Preparation & Filing