A clearer workflow for every travel healthcare client.
Review the record without rebuilding the story.
Review assignment timelines, request missing documents, organize supporting records, and prepare a consistent client file—without piecing everything together from emails, spreadsheets, and cloud folders.
Client records rarely arrive in one clean package.
Assignment dates may be in one spreadsheet, housing records in another folder, receipts in email, and per diem references somewhere else. PrufTax gives your firm a consistent place to review the client record.
Scattered assignment histories
Review contract dates and work locations without rebuilding the timeline from separate documents.
Missing supporting records
See which requested records have been provided and which items still require client follow-up.
Inconsistent client handoffs
Give each travel healthcare client the same organized recordkeeping workflow.
Time lost to follow-up
Keep document requests and client record status visible in one place.
One workspace from client intake to professional review.
Review the client's work history by location.
View assignment dates, facilities, and work areas in a continuous timeline so potential duration concerns are easier to identify for professional review.
- Assignments grouped by location
- Contract dates in chronological order
- Potential timeline concerns surfaced for review
Assignment Timeline Map
A visual history of work locations for professional review.
See what is present and what still needs attention.
Review the completeness of the client record without presenting an automated tax conclusion.
- Supporting-document status
- Assignment-level record checklist
- Items awaiting client response
- Ready-for-review status
Record Readiness
Request missing records without another email thread.
Send focused requests for the records needed to complete the client file and monitor whether the requested items have been submitted.
- Individual document requests
- Request status tracking
Document Requests
Prepare a cleaner file for professional review.
Export assignment information and supporting records in a consistent format.
- Chronological document organization
- Assignment-linked records
- Exportable ZIP archive
- Saved federal per diem references
CPA-Ready Record Export
Download an organized ZIP archive of the client's records.
- summary_report.csv
- contract_history.csv
- /receipts (14 files)
From client invitation to completed review.
Create or register your firm
Set up the firm workspace and configure your profile.
Connect the client
Invite a client or access records they have chosen to share with your firm.
Review the record
Review assignments, locations, supporting documents, and saved per diem references.
Follow up and export
Request missing records and prepare an organized client file for review.
See the workflow before you register.
Client Overview
A clearer handoff for your firm and your client.
PrufTax helps keep the organizational work connected while leaving tax conclusions and professional judgment with the tax professional.
Tax Professional
- Reviews assignment history
- Reviews record status
- Requests missing information
- Prepares the organized client file
Traveler
- Maintains assignment details
- Uploads supporting records
- Responds to requests
- Chooses to share records with the firm
Create a more consistent travel-healthcare workflow.
Consistent intake
Use the same record structure across appropriate travel healthcare clients.
Fewer scattered files
Keep assignment data and supporting documents connected.
Focused follow-up
See which records still require attention before completing the professional review.
Clearer client communication
Give clients a defined place to maintain and submit their assignment-related records.
Designed for tax professionals with travel healthcare clients.
Product suitability depends on your firm's workflow and the client's employment arrangement.
Solo tax practitioners
Managing a growing roster of travel healthcare professionals without administrative overhead.
Small tax firms
Centralizing document collection and providing consistent client experiences.
Healthcare specialty firms
Building repeatable workflows specifically for assignment-based healthcare professionals.
Organization stays with PrufTax. Professional judgment stays with you.
PrufTax Can Help
- Organize assignment information
- Present work-location timelines
- Track supporting-record status
- Store or reference client documents
- Facilitate document requests
- Save federal per diem references
- Prepare organized record exports
PrufTax Does Not
- Determine a client's tax home
- Decide whether a reimbursement is tax-free
- Replace professional judgment
- Prepare or file the tax return
- Guarantee accountable-plan treatment
- Guarantee specific outcomes or provide legal advice
- Establish tax eligibility based solely on a score
Client access deserves clear controls.
We provide tools to manage access securely, ensuring data is only shared when authorized.
Firm Authentication
Secure sign-in protects firm workspaces.
Explicit Consent
Clients must explicitly grant access to their records.
Revocable Access
Clients maintain the ability to revoke connection.
Review our Privacy Policy and Terms of Use for full details.
Questions from tax professionals
Give travel healthcare clients a clearer recordkeeping workflow.
Review assignment histories, supporting records, and client follow-up from one organized workspace.