Physician Finance & Tax

66 tools

AI tools for physician financial planning, tax optimization, student loan management, retirement planning, and investment analysis.

Rising in Physician Finance & Tax

TurboTax

Intuit

Physician Finance & Tax

TurboTax offers tailored tax solutions with various pricing tiers, providing guided interviews to uncover deductions relevant to physicians.

Freemium with paid tiers

Solver

General Productivity (AI Assistants)

Solver is an AI-accelerated Financial Planning & Analysis (FP&A) platform offering budgeting, forecasting, reporting, and consolidation solutions for modern finance teams, including those in healthcare.

Subscription-based, per user per month or year.

PhysicianWealth

Physician Finance & Tax

PhysicianWealth offers tailored financial planning and wealth management services specifically designed for physicians.

Freemium (free, pro, premium)

Odoo

General Productivity (AI Assistants)

Odoo Accounting is a comprehensive and integrated accounting software solution designed to streamline financial operations for businesses, offering features like invoicing, expense tracking, and financial reporting.

58 companies also tagged with Physician Finance & Tax →

Physician Finance & Tax tools, by specialty

Family Medicine (50) Internal Medicine (50) Pediatrics (17) General Surgery (9) Hospital Medicine (6) Emergency Medicine (5) Dentistry (2) Geriatrics (2) Anesthesiology (1)

Aeco Tax Technology

Physician Finance & Tax

Aeco Tax Technology provides tax technology solutions, not AI tools for clinical practice.

Custom pricing on a by-quote basis.

AI Mortgage Doctor

Pacificwide Finance & Mortgage

Physician Finance & Tax

An iPhone app providing personalized, professional advice and assistance on real estate, mortgages, loans, and property management for first-time homebuyers, property owners, or investors.

Free

Black Ore Tax Autopilot

Black Ore

Physician Finance & Tax

Black Ore's Tax Autopilot provides end-to-end autonomous tax preparation, empowering leading firms to spend less time on returns and more on clients. It automates administrative work, instantly prepares high-quality tax returns, speeds up review cycles, and maintains a complete, defensible audit trail.

Contact for pricing

Bloomberg Tax

General Productivity (AI Assistants)

The Bloomberg Tax AI Assistant leverages artificial intelligence to enhance productivity and efficiency for tax professionals within the Bloomberg Tax platform.

Subscription-based, tailored to organizational needs.

Blue J

General Productivity (AI Assistants)

Blue J is an AI-powered tax research platform that delivers defensible answers in seconds, complete with verifiable sources, saving tax professionals hours of research time.

$1,498/year per user for sole practitioners; custom pricing for teams and enterprises.

Boldin AI

Physician Finance & Tax

Boldin AI is a comprehensive AI-powered retirement and financial planning software that helps users, including physicians, manage their finances, run scenarios, and receive personalized guidance.

CalFin.ai

California Financial Consulting

Physician Finance & Tax

CalFin.ai offers AI-driven retirement income and annuity planning tailored for high-income physicians, utilizing advanced modeling to simulate financial scenarios and optimize tax outcomes. The platform focuses on strategic financial decisions for long-term security, addressing the unique challenges faced by medical professionals.

Contact for pricing

ChatFin

General Productivity (AI Assistants)

ChatFin is an AI-powered financial analysis tool designed to help physicians understand and optimize their financial health.

Clasp

Physician Finance & Tax

Clasp connects healthcare students and professionals with employers offering direct student loan repayment benefits, enhancing talent acquisition and retention in critical healthcare fields by linking employment to student loan repayment.

Variable, employer-sponsored programs

Credible

Credible Operations, Inc.

Physician Finance & Tax

Credible is an online financial marketplace that allows users to compare prequalified rates for student loans, personal loans, and mortgages from multiple lenders. It is not an AI tool for a physician directory, but a platform for financial product comparison, including options relevant to medical professionals for student loan refinancing.

Free for borrowers

Cube

Cube Software

Physician Finance & Tax

Cube is an AI-powered financial intelligence platform that supercharges FP&A teams where they work best—across spreadsheets, browsers, chats, and beyond. It offers a no-code solution for budgeting, forecasting, and financial modeling, integrating with Excel and Google Sheets.

Custom

Dext

General Productivity (AI Assistants)

Dext is an intelligent bookkeeping automation platform that automates the capture, processing, and storage of financial documents for businesses and accounting firms.

Starts at $25.21 usd per month (billed annually) for businesses, and offers per-client pricing for accounting & bookkeeping firms (minimum 10 clients).

Doc Wealth

Physician Finance & Tax

Doc Wealth offers specialized tax planning and preparation services for physicians and medical professionals, leveraging a tech-forward platform and expert team to optimize tax strategies and build long-term wealth.

Subscription

Doc2Doc Lending

Physician Finance & Tax

Personal Loans for Healthcare Providers up to $100,000^ Apply Online in 5 Minutes Check Your Eligibility with No Impact to your Credit Score* Fast Funding No Prepayment Penalties.

Aprs range from 9.99% to 30.72%. loan amounts range from $5,000 to $100,000.

Doctors Student Loan Care

Physician Finance & Tax

Doctors Student Loan Care provides personalized student loan repayment strategies and guidance for physicians and dentists, aiming to maximize financial flexibility and forgiveness opportunities.

Freemium