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)

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

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.

Wealthfront

Wealthfront Inc.

Physician Finance & Tax

Wealthfront is a robo-advisor that uses algorithms to create and manage diversified investment portfolios, with a strong tax-optimization service.

Subscription-based, aum-based fee

WebGeneric

TaxPilot

General Productivity (AI Assistants)

TaxPilotAI is an AI tool under development by WebGeneric, with details about its specific functionalities yet to be released.

Freemium with subscription tiers

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%.

You Need A Budget

You Need A Budget (YNAB)

General Productivity (AI Assistants)

YNAB is a personal finance application that helps users manage their money, reduce stress, and achieve financial goals through its 'Give every dollar a job' methodology.

$14.99/month or $109/year