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

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).

Nino

General Productivity (AI Assistants)

Nino is an AI-powered platform offering flat-fee tax and financial planning services, with options for human CPA and CFP support, designed to help individuals manage their finances and grow their net worth.

Flat annual fee

MedTax Retirement Calculator for Doctors

MedTax

Physician Finance & Tax

This free calculator helps physicians and medical practice owners compare different retirement plans like Individual 401(k) and SEP IRA to estimate potential contributions.

Free

Range

Physician Finance & Tax

An AI-powered all-in-one wealth management platform designed for high-income earners, including doctors, covering investments, taxes, and estate plans.

Flat-fee annual subscription with 0% aum for advisory services.

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)

Instead (formerly Corvee Tax Planning Software)

Instead

Physician Finance & Tax

Instead is an AI-powered tax management platform for individuals, businesses, and accounting firms, specializing in identifying tax strategies, automating documentation, and streamlining tax planning and filing to maximize savings.

Starting at $16/month for individuals, with specific tiers for businesses and accounting firms.

Intuit

General Productivity (AI Assistants)

QuickBooks is a cloud-based accounting software powered by Intuit Intelligence and AI tools to automate bookkeeping, invoicing, payroll, and financial reporting for businesses.

Starts at $19/month

Intuit ProConnect Tax

Intuit

Physician Finance & Tax

Intuit ProConnect Tax is a cloud-based tax solution for professionals, offering comprehensive form coverage, strong integration with other Intuit products, and features designed to streamline tax preparation for complex returns.

Paid

Keeper Tax

Double

General Productivity (AI Assistants)

Keeper is an AI-powered month-end close management software designed for accounting firms and internal finance teams to automate tasks and streamline financial processes.

LP Deal Analyzer Tool

Providers Properties and Performance

Legal, Compliance & Security

An AI-powered tool created by a physician to help limited partners, especially physicians, sift through real estate deal analysis and legal information, making it easier to process private placement memorandums and make informed investment decisions.

Paid

MedLoans Organizer and Calculator (MLOC)

Association of American Medical Colleges (AAMC)

Physician Finance & Tax

The MedLoans Organizer and Calculator (MLOC) is a free online tool from the AAMC designed for medical students and residents to organize, track, and calculate repayment options for their student loan debt.

Free for eligible users; $9.99 for non-premium users

MedTax Retirement Calculator for Doctors

MedTax

Physician Finance & Tax

This free calculator helps physicians and medical practice owners compare different retirement plans like Individual 401(k) and SEP IRA to estimate potential contributions.

Free

My Financial Coach

Physician Finance & Tax

My Financial Coach helps physicians create comprehensive financial plans, including cash-flow management, student loan repayment, and retirement planning, with access to CERTIFIED FINANCIAL PLANNER™ professionals.

Paid, subscription-based

Nino

General Productivity (AI Assistants)

Flat annual fee

NURP

Physician Finance & Tax

Nurp offers AI-powered algorithmic trading software for physicians and practice owners, enabling automated investment strategies in forex, gold, and cryptocurrency markets. The platform features algorithms like Midas and Argos, with performance verified on MyFXBook, aiming to provide a hands-off approach to wealth building. [2, 8, 9, 24]

Paid subscription

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.

Origin Investments

Physician Finance & Tax

Origin Investments offers physicians passive investment opportunities in private multifamily real estate for portfolio diversification, income generation, and tax efficiency.

Varies by fund and offering

Panacea Financial

Legal, Compliance & Security

Panacea Financial is a financial technology platform built by doctors for doctors, offering specialized banking, loans, student loan refinancing, practice funding, and contract review services with a focus on fee-free accounts and credit structures tailored for medical professionals.

Varies by service; banking services are largely fee-free.

PeopleJoy

Physician Finance & Tax

PeopleJoy is an AI-enhanced platform offering personalized student loan guidance and Public Service Loan Loan Forgiveness (PSLF) assistance, particularly beneficial for clinicians at nonprofit healthcare organizations.

Contact for pricing

Physicians Thrive Financial Management Services

Physicians Thrive

Physician Finance & Tax

Physicians Thrive offers specialized financial management services addressing the unique financial challenges doctors face, such as high student debt, complex tax situations, and retirement planning.

Contact for pricing