Physician Finance & Tax

54 tools

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

Rising in Physician Finance & Tax

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

TaxAct Professional

TaxAct

Physician Finance & Tax

TaxAct Professional is a comprehensive tax preparation software for tax professionals, offering features like easy data import, e-signatures, and powerful reports and tools.

Flexible pricing that fits your practice, including unlimited bundles, low-volume bundles, and pay-per-return options.

Yieldstreet

Yieldstreet (now Willow Wealth)

Physician Finance & Tax

Yieldstreet (Willow Wealth) provides physicians with access to diverse alternative investment opportunities in private markets like real estate, private credit, and private equity.

Varies by investment, annual management and administrative fees range from 0% to 2.5%.

Translucent AI

Medical Billing & RCM

Translucent AI is an agentic AI platform that provides real-time visibility and root cause identification for healthcare finance, helping practices manage claims, labor, clinical output, P&L, budgets, and contract economics.

47 companies also tagged with Physician Finance & Tax →

Physician Finance & Tax tools, by specialty

Family Medicine (43) Internal Medicine (43) Pediatrics (14) General Surgery (7) Emergency Medicine (5) Hospital 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.

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.

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

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

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

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

Drake Tax

Drake Software

General Productivity (AI Assistants)

Drake Tax is a professional tax preparation software offering comprehensive, IRS-compliant solutions, workflow management, secure portals, and e-signature capabilities for tax preparers serving various clients, including physicians.

Starts at $349 for 10 returns (pay-per-return) or $1795 for unlimited 1040 individual returns annually.

Earned

Physician Finance & Tax

A comprehensive wealth and tax platform with a client app specifically designed for physicians for financial planning, tax optimization, and debt management.

Contact for details

ELFI (Education Loan Finance)

Education Loan Finance (ELFI)

Physician Finance & Tax

ELFI (Education Loan Finance) is a financial service specializing in refinancing medical and other healthcare student loans, offering personalized guidance and flexible repayment options. It is not an AI tool for a physician directory.

Variable rates

Filed

General Productivity (AI Assistants)

Filed is an AI-powered tax filing platform designed specifically for physicians to simplify tax preparation and optimize savings.

Flat monthly plan scoped to your firm's client book.

FP Alpha

Physician Finance & Tax

FP Alpha is an AI-driven platform for financial advisors that automates the analysis of client financial documents, identifies planning insights, and quantifies the value of advice across 16 disciplines like estate, tax, and insurance planning.

Yes