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)

PhysicianWealth

Physician Finance & Tax

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

Freemium (free, pro, premium)

ProjectionLab

Physician Finance & Tax

ProjectionLab is a professional-grade financial and retirement planning tool that lets DIY planners model their entire life, run “what if” scenarios, and plan for retirement. It's used by hundreds of thousands of households who have modeled more than $250 billion in assets on the platform.

Freemium

Quadratic

General Productivity (AI Assistants)

Quadratic provides an AI-powered tax preparation tool to automate year-round expense tracking and streamline tax filing.

Free, pro, business, enterprise

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.

Savi

Savi Solutions PBC

Physician Finance & Tax

Savi is an AI-driven platform that assists healthcare professionals and other employees in managing student loan debt by identifying optimal repayment and forgiveness plans, automating enrollment, and offering insights into retirement savings, often provided as an employee benefit.

Free and paid tiers available

SoFi Student Loan Refinancing

SoFi

Physician Finance & Tax

SoFi provides student loan refinancing solutions tailored for medical and dental professionals, offering competitive rates, flexible terms, and specialized discounts to help manage and reduce educational debt.

Variable rates based on creditworthiness and loan terms.

Solver

General Productivity (AI Assistants)

Subscription-based, per user per month or year.

Strata

Strata Health Solutions Inc.

Physician Finance & Tax

Syntellis Axiom, now part of Strata, provides integrated financial planning and performance management solutions for healthcare organizations.

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.

Taxaroo

General Productivity (AI Assistants)

Taxaroo is a comprehensive tax practice management software designed to streamline workflows, enhance client experience, and automate administrative tasks for tax professionals.

Starts at $79/month

TaxDome

Physician Finance & Tax

TaxDome is an all-in-one, AI-powered practice management platform for tax, bookkeeping, and full-service accounting firms. It helps streamline workflows, manage clients, and organize documents, offering a unified system for firms and a seamless experience for clients.

Paid annual plans per user.

TaxGPT

General Productivity (AI Assistants)

TaxGPT is an AI tax assistant that provides tax research, preparation, and general tax assistance for professionals, businesses, and individuals, including physicians.

Paid, subscription-based service

The Real Estate Physician

Physician Finance & Tax

The Real Estate Physician connects healthcare professionals with commercial real estate investment opportunities and provides education on real estate financials and passive income streams. It aims to empower physician investors to achieve greater financial independence.

Free

Tiller Money

General Productivity (AI Assistants)

Tiller Money automatically tracks your financial life in Google Sheets and Excel, providing flexible templates and top-rated support for personal and solo business finances.

$79/year

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.