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

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.

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.

HelloBooks.ai

General Productivity (AI Assistants)

HelloBooks.ai offers AI-powered bookkeeping to automate financial management for small businesses, potentially assisting physicians with practice finances.

Free plan: $0/month; pro: $20/month; business: $80/month; partner program: free to join.

UAS Connect (by TSI)

TSI (Transworld Systems Inc.)

Physician Finance & Tax

UAS Connect is a cloud-based SaaS platform for private student loan and personal loan servicing, offering automation across the loan lifecycle. It can be utilized by healthcare professionals for managing their student debt.

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)

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

Ease

Ease Tax Relief

General Productivity (AI Assistants)

Ease Agent is an AI-powered tax automation tool designed to simplify tax preparation and filing for physicians.

Varies by service, average tax relief solution costs between $1,000-$4,500.

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

Fundrise

Physician Finance & Tax

Fundrise allows physicians to passively invest in diversified private real estate portfolios with a low minimum investment, offering an alternative for wealth building and portfolio diversification.

Paid

Gelt

Physician Finance & Tax

Gelt is an AI-native tax firm combining human expertise with AI to provide data-driven tax strategies and year-round tax optimization for physicians and healthcare practices. They offer proactive tax planning, compliance, and a tax management platform to help clients maximize savings and navigate complex tax situations.

Starts at $1,500/year for individuals; $2,500/year for business owners or multi-entity clients. tax strategy is scoped separately based on complexity, starting at $3,500.

Grace AI

My Plan Keeper

Physician Finance & Tax

Grace AI by My Plan Keeper is a conversational AI tool for retirement planning that remembers user situations, detects planning gaps, and provides personalized insights, suitable for physicians preparing for retirement. It helps users understand their options, spot patterns, and surface gaps in their retirement plans through interactive conversations.

Paid

H&R Block

H&R Block, Inc.

Physician Finance & Tax

H&R Block is a leading provider of consumer tax preparation and related financial services, primarily serving clients in the United States through a multi-channel delivery model. The company offers assisted tax preparation services through a nationwide network of company-owned and franchise retail offices, as well as Do-It-Yourself (DIY) digital tax preparation solutions delivered via online, mobile, and desktop platforms.

Starts at $0 for simple federal and state returns; paid plans range from $35 to $130 for federal filing, plus state fees.

Healthcare Finance.AI

Physician Finance & Tax

Healthcare Finance.AI provides cutting-edge AI solutions to transform healthcare revenue cycles, enhancing efficiency and financial precision.

HelloBooks.ai

General Productivity (AI Assistants)

HelloBooks.ai offers AI-powered bookkeeping to automate financial management for small businesses, potentially assisting physicians with practice finances.

Free plan: $0/month; pro: $20/month; business: $80/month; partner program: free to join.

Hive Tax AI

Physician Finance & Tax

Hive Tax AI is an AI tax assistant tool trusted by tax professionals, offering a curated database of tax resources, personalized tax planning insights, and an agentic workflow for research and client guidance.

Paid

Holistiplan

Physician Finance & Tax

Holistiplan is an award-winning AI-powered software for financial advisors that automates tax planning, estate, and insurance analysis, enabling optimized financial strategies for clients.

Paid subscription with annual billing, offering different tiers based on features and household capacity.

Income Lab AI Tools

Income Lab

Physician Finance & Tax

Income Lab offers AI-powered tools for financial advisors to streamline retirement income planning, automating client intake, plan creation, and providing real-time support. The platform focuses on dynamic, tax-smart retirement plans with guardrails-based spending strategies, moving beyond traditional probability-based approaches.

Paid