Multi-State Sales Tax Filing for Healthcare Controllers

The Problem

Tracking nexus across 30+ states for Provider Finance clients and filing the right return on the right cadence is a full-time job — and one missed Wayfair threshold triggers back-taxes and penalties.

What We Build

AI monitors nexus thresholds, pulls transaction data from Workday, prepares state-by-state returns, and logs filings with evidence — nexus risk is tracked in real time, not discovered at audit.

Tools & Integrations

Workday Kaufman Hall Axiom Strata Excel Slack

How It Works

1

Discovery Call

We map your current multi-state sales tax filing process and identify exactly where AI saves the most time.

2

Build & Integrate

We build the AI workflow and connect it to the tools you already use — no software changes required.

3

Review & Refine

You review the results, we fine-tune until the workflow matches your standards — then it runs on autopilot.

Ready to automate multi-state sales tax filing?

Book a free 30-minute call. We'll walk through your current process and show you exactly how this workflow would work for your team.

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