HIPAA Compliance for Healthtech Startups
Written by Aparna Devalla
Curated by Rubric Financial
1 / 4
What Triggers HIPAA
- HIPAA applies if you are a 'Covered Entity' (healthcare provider, health plan, clearinghouse) OR a 'Business Associate' (any vendor handling PHI on behalf of a Covered Entity).
- Most healthtech startups are Business Associates: you're not the doctor's office, but you process their patient data.
- If your product handles ANY Protected Health Information (PHI), whether names + medical conditions, billing codes + identifiers, or even fitness tracker data linked to a patient, you're in scope.
- Telehealth, claims processing, medical billing software, patient portals, clinical decision support, mental health apps: all need HIPAA compliance from day one.
Related Resources
The Income Tax Provision Under ASC 740
An overview of the ASC 740 income tax provision, covering deferred tax assets and liabilities, valuation allowances, and why unprofitable startups still record a provision.
Tax & ComplianceQualified Small Business Stock (QSBS)
How Section 1202 allows startup shareholders to exclude millions in capital gains from federal tax, how the 2025 OBBBA changed the rules, and what your company must do to qualify.
Tax & ComplianceSection 754 Election: Step-Up Basis for Partnerships (and Why S-Corps Can't)
The §754 election is the mechanism that lets partnerships and LLCs step up the inside basis of their assets when a partner dies, transfers their interest, or takes a distribution. S-corps have no equivalent, a real cost founders often discover too late.
About the author
Aparna DevallaCPAHead of Tax & Accounting
CPA and Head of Tax & Accounting at StartupCFO. Specializes in multi-state tax compliance, R&D credits, and GAAP-compliant books for venture-backed startups.
More articles by Aparna →Related tools and reading
Startup tax and compliance
Federal and state filings, R&D credits, and multi-state nexus tracking.
Free toolTax Compliance Calendar (2026 & 2027)
Federal, state, franchise, and local 2026 filing deadlines.
InsightAustin Startup Tax Deadlines 2027: Texas Franchise Tax Calendar
Texas has no personal or corporate income tax, but Austin startup taxes are not zero. Here is the 2027 calendar for founders: the May franchise tax report, the Public Information Report, sales tax on SaaS, the new refundable R&D credit, Travis County property renditions, and the federal and Delaware dates layered on top.
GlossarySOC 2 Type I vs Type II
Type I attests controls are designed correctly at a point in time; Type II attests they operated effectively over 6-12 months.
InsightBoston Startup Tax Deadlines 2027: Massachusetts Calendar
Boston startup taxes run mostly through the state: the Massachusetts corporate excise with its $456 minimum, sales tax on SaaS, PFML contributions, and the 4% millionaire surtax that hits founders at exit. Here is the full 2027 calendar for a Delaware C-corp in Massachusetts.
GlossarySOC 1
Attestation report focused on internal controls over financial reporting (ICFR). Relevant for vendors whose services affect customers' financial statements.
Want a CPA to own this?
Deadlines tracked, estimates filed, and multi-state compliance handled across all 50 states, with expert sign-off.
No spam, ever. If the download doesn't start, email us.
Or talk it through: