Physician Finance & Tax tools for Family Medicine

50 physician finance & tax tools built for Family Medicine physicians.

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

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

Boldin AI

Physician Finance & Tax

Boldin AI is a comprehensive AI-powered retirement and financial planning software that helps users, including physicians, manage their finances, run scenarios, and receive personalized guidance.

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.

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.

ChatFin

General Productivity (AI Assistants)

ChatFin is an AI-powered financial analysis tool designed to help physicians understand and optimize their financial health.

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.

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.

PhysicianWealth

Physician Finance & Tax

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

Freemium (free, pro, premium)

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.

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.

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

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

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

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

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

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

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.

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%.

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

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.

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.

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

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More for Family Medicine:

Patient Engagement & Education (184) Practice Management & Scheduling (162) Clinical Decision Support & Reference (145) Medical Billing & RCM (108) Documentation & Scribing (105) Medical Education & Training (63) Medical Phone & Communication (63) General Productivity (AI Assistants) (61) Population Health Analytics (60) Prior Authorization (59) Legal, Compliance & Security (55) Practice Analytics & BI (48)