Platform
Compliance & Support Services
Custom-built for HEALTHCARE TRAVELERS, INDEPENDENT PRACTITIONERS, SOLOPRENEURS, & PRIVATE PRACTICES, myVault is backed by a team of financial & tax experts, and equipped with advanced features that simplify day-to-day operations, enhance productivity, and ensure regulatory compliance. Our goal is to support our clients run a tight ship, simplify operations, and achieve entrepreneurial success.
Business Formation
Establishing the right business entity is a critical step for healthcare travelers, independent practitioners, and private practices to protect personal assets, optimize tax benefits, and ensure regulatory compliance. Our Business Entity Formation services provide expert guidance to help you select and set up the ideal legal structure tailored to the unique needs of healthcare professionals with flexible and evolving careers.
We partner with FILEJET to make entity formations and maintenance fast, easy and affordable for our clients.
Key Features:
- Evaluation of entity options such as Professional Corporations (PC), Professional Limited Liability Companies (PLLC), Limited Liability Companies (LLC), and S-Corporations based on liability protection, tax implications, and operational flexibility
- Guidance on state-specific licensing, credentialing, and compliance requirements relevant to healthcare practitioners
- Assistance with registration, obtaining tax identification numbers, and filing necessary legal documents
- Structuring ownership and governance to accommodate multiple practice locations or travel-based work arrangements
- Advice on maintaining compliance with healthcare regulations including HIPAA, Stark Law, and Anti-Kickback Statute
- Ongoing support to adjust entity structure as your career or practice evolves
Our specialized entity formation services help healthcare professionals establish a solid legal and financial foundation, providing peace of mind and enabling you to focus on delivering quality patient care wherever your career takes you.
Business Checking
Managing finances efficiently is essential for healthcare travelers, independent practitioners, and private practices who require flexible, reliable banking solutions tailored to their unique operational needs. Our Business Checking services offer streamlined account management, enhanced cash flow control, and convenient access to funds—helping you focus on patient care while maintaining financial clarity and security.
We partner with BLUEVINE to provide our clients with a business checking account that integrates via direct feeds to your accounting & bookkeeping. Bluevine’s business banking comes with all financial tools in one place to help you manage your business on the go – never step foot in a bank again!
Key Features:
- Business checking accounts designed to accommodate variable income streams and multi-location operations
- Easy online and mobile banking with secure access anytime, anywhere, ideal for traveling healthcare professionals
- Integration with accounting and practice management software for simplified financial tracking
- Access to merchant services, payment processing, and payroll solutions tailored to healthcare practices
- Customized account features including low fees, transaction limits, and overdraft protection to suit your practice size and cash flow needs
- Tools to manage billing, reimbursements, and vendor payments efficiently
Our business checking solutions provide healthcare practitioners and practices with the financial flexibility and control needed to operate smoothly across locations and maintain strong financial health.
Cloud-Based Bookkeeping
Managing finances on the go can be challenging for healthcare travelers, independent practitioners, and private practices. Our Cloud-based Automated Bookkeeping service offers a seamless, efficient solution designed to keep your financial records accurate, and accessible anytime, anywhere—allowing you to focus on patient care without worrying about paperwork.
We leverage QUICKBOOKS ONLINE, to offer our clients cloud-based bookkeeping that pairs you with your own dedicated bookkeeper. Your bookkeeper will work with you to get to know your business, bring your past books up to date, and manage your bookkeeping for you, start to finish.
Key Features:
- Automated transaction capture and categorization tailored to healthcare revenue streams and expenses
- Secure cloud-based platform accessible from any device, perfect for traveling professionals and multi-location practices
- Integration with practice management, billing, and payment systems to streamline financial workflows
- Real-time financial reporting and dashboards providing insights into cash flow, expenses, and profitability
- Compliance support with healthcare-specific regulations including HIPAA and tax requirements
- Regular reconciliation and error detection to ensure accuracy and prevent discrepancies
- Expert bookkeeping support and advisory to handle complex healthcare billing and reimbursement processes
Our automated bookkeeping solution simplifies financial management for healthcare practitioners, delivering accuracy, efficiency, and peace of mind—no matter where your practice takes you.
Tax Preparation & Filing
Navigating tax obligations can be complex for healthcare travelers, independent practitioners, and private practices due to variable incomes, multi-state work locations, and industry-specific deductions. Our Tax Preparation & Filing services provide comprehensive, accurate, and timely tax solutions tailored to the unique financial circumstances of healthcare professionals.
Key Features:
- Preparation and filing of individual, business, and practice-related tax returns compliant with federal, state, and local regulations
- Expertise in multi-state tax filings and residency considerations for traveling healthcare professionals
- Identification and maximization of healthcare-specific deductions and credits, including continuing education, licensure fees, and business expenses
- Guidance on estimated tax payments and tax planning strategies to minimize liabilities
- Coordination with financial advisors to align tax planning with overall financial goals
- Support for S-Corp, LLC, and other entity-specific tax requirements
- Audit support and representation to provide peace of mind during IRS or state tax inquiries
Our specialized tax services help healthcare practitioners manage their tax responsibilities efficiently and confidently, ensuring compliance while optimizing tax outcomes.
Complete Payroll Solution
Managing payroll and employee benefits can be complex for healthcare travelers, independent practitioners, and private practices, especially with varying work locations and regulatory requirements. Our Payroll Preparation & Benefits services provide accurate, compliant, and efficient payroll processing combined with tailored benefits solutions to support your team and streamline your operations.
We partner with GUSTO to provide you with a complete payroll solution for small businesses and the self-employed – A centralized hub to manage your employees and 1099 contractors.
Key Features:
- Timely and accurate payroll processing accommodating variable schedules and multi-state tax withholding
- Compliance with federal, state, and local payroll regulations including healthcare-specific labor laws
- Management of employee classifications, wage garnishments, and contractor payments
- Integration with time-tracking and practice management systems for streamlined payroll workflows
- Customized employee benefits administration including health insurance, retirement plans, and paid time off
- Support with benefits compliance, including ACA reporting and COBRA administration
- Detailed payroll reporting and year-end tax filings (W-2, 1099) to ensure regulatory adherence
- Dedicated support to address payroll inquiries and resolve issues promptly
Our comprehensive payroll and benefits services help healthcare practices maintain workforce satisfaction and compliance while reducing administrative burdens—allowing you to focus on delivering quality care.
Business Continuity
In the fast-paced and highly regulated healthcare environment, uninterrupted access to critical business data and systems is essential. Our Business Continuity & Recovery services are designed specifically for healthcare travelers, independent practitioners, and private practices to ensure your practice remains operational and compliant—even in the face of unexpected disruptions.
We partner with iDrive to provide our clients with a business continuity solution to help you recover data and maintain operations in the event of a disaster. Our solution enables you to backup your desktop computers, laptops, and smart devices into a single account on IDrive Cloud.
Key Features:
- Secure, automated cloud-based data backup tailored to healthcare records, billing, and practice management systems
- Disaster recovery planning to minimize downtime and protect patient care continuity
- Compliance with healthcare regulations including HIPAA requirements for data security and privacy
- Remote access solutions enabling healthcare travelers and multi-location practices to work seamlessly from anywhere
- Regular testing and validation of backup systems to ensure data integrity and availability
- Customized continuity strategies addressing risks such as cyberattacks, natural disasters, and system failures
- Expert support for rapid restoration of critical systems and data to reduce operational impact
Our business continuity and backup solutions provide healthcare professionals with peace of mind, safeguarding your practice’s data and operations so you can focus on delivering exceptional patient care without interruption.
Travel Services
Healthcare travelers require flexible, reliable, and efficient flight arrangements to meet the demands of their dynamic schedules. Our Flight Booking Services specialize in managing air travel for healthcare professionals, ensuring timely connections, cost-effective options, and seamless travel experiences—so you can focus on delivering quality care without the stress of logistics.
We partner with TRAVELPERK to offer our clients an all-in-one travel solution. Book, organize and control your business travel, all in one place.
Key Features:
- Enjoy up to 30% corporate discounts on your bookings
- Cancellation flexibility – FlexiPerk allows you to cancel anytime up until two hours before you travel and get 80% of the trip refunded.
- Personalized flight booking tailored to variable assignment dates, locations, and last-minute changes
- Access to a wide range of airlines, routes, and fare classes to find the best options for your travel needs
- Priority handling of urgent or emergency travel requests with rapid rebooking capabilities
- Coordination of connecting flights and layovers to minimize travel time and fatigue
- Expert advice on airline policies, baggage allowances, and travel restrictions specific to healthcare travelers
- 24/7 support for flight changes, cancellations, and travel disruptions
- Expense tracking and reporting to assist with travel reimbursements and budgeting
Our dedicated flight booking service ensures healthcare travelers enjoy smooth, efficient air travel—helping you arrive rested, on schedule, and ready to provide exceptional patient care.
Credentialing & Licensing
Navigating the complex and time-consuming process of credentialing and licensing is critical for healthcare professionals to practice legally and maintain compliance across states and facilities. Our Credentialing & Licensing Services streamline these essential processes, ensuring timely approvals and uninterrupted career mobility.
We partner with CREDENTIALLY to simplify credentailing, licensing, ID verification, reference checks, document management, and compliance alerts – slashing onboarding from weeks to days for our clients.
Key Features:
- Comprehensive management of initial credentialing and re-credentialing with hospitals, clinics, insurance panels, and regulatory bodies
- Assistance with state medical and professional licensing applications, renewals, and verifications
- Coordination of primary source verifications, background checks, and malpractice insurance documentation
- Monitoring of license expirations, continuing education requirements, and regulatory updates to maintain compliance
- Support for multi-state licensing and telehealth credentialing to accommodate flexible practice locations
- Personalized guidance tailored to your specialty, practice setting, and career goals
- Dedicated follow-up and liaison services to expedite processing and resolve issues
Our expert credentialing and licensing support reduces administrative burden, accelerates onboarding, and helps healthcare professionals focus on delivering quality patient care with confidence.
1099 Income Verification
Accurate income verification is essential for 1099 healthcare professionals to secure loans, leases, insurance, and other financial services. Our Income Verification Services provide reliable, timely, and confidential verification of your independent contractor earnings, helping you meet lender and third-party requirements with confidence.
We partner with Argyle to simplify income and employment verification services for 1099 healthcare professionals.
Key Features:
- Verification of income from multiple healthcare assignments and contracts, including travel, locum tenens, and independent practice
- Comprehensive documentation including pay stubs, contract summaries, and bank statements tailored for 1099 professionals
- Coordination with financial institutions, landlords, and insurers to streamline approval processes
- Secure handling of sensitive financial information with strict confidentiality and compliance standards
- Fast turnaround times to meet urgent verification requests
- Customized reports that clearly reflect your earnings history and financial stability
Our income verification services simplify the financial documentation process for 1099 healthcare professionals, enabling you to access credit, housing, and other services without delay.
CE Compliance
Staying current with medical knowledge, regulatory requirements, and professional skills is essential for healthcare professionals to provide the highest quality of care and maintain licensure. Our Continuing Education (CE) Services offer comprehensive, accredited courses and training programs designed to meet the diverse learning needs of healthcare practitioners across specialties.
We partner with NetCE to simplify continuing education (CE) tracking and management for our clients.
Key Features:
- Wide selection of accredited CE courses covering clinical skills, compliance, ethics, and emerging healthcare trends
- Flexible learning formats including online, live webinars, and in-person workshops to fit busy schedules
- Customized CE programs tailored to specific healthcare specialties and state licensing requirements
- Tracking and documentation of completed CE credits to simplify license renewal and credentialing processes
- Support for mandatory training such as HIPAA compliance, infection control, and patient safety
- Continuing education solutions designed to enhance professional development and career advancement
Our CE services empower healthcare professionals to maintain licensure, improve patient outcomes, and stay ahead in a rapidly evolving healthcare landscape.
Mobile
Take it on the go!
As an independent healthcare professional, managing your important records and documents has never been easier – View, upload, access, and manage your personal and
financial documents anytime, anywhere.
- Convenient access to support & services.
- Securely upload documents to your vault.
- Quickly access critical documents anytime, anywhere.
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