Physician Finance & Tax tools for Family Medicine

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

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
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
Doctors Student Loan Care
Doctors Student Loan Care
Physician Finance & Tax
Doctors Student Loan Care provides personalized student loan repayment strategies and guidance for physicians and dentists, aiming to maximize financial flexibility and forgiveness opportunities.
Freemium
Cube
Cube Software
Physician Finance & Tax
Cube is an AI-powered financial intelligence platform that supercharges FP&A teams where they work best—across spreadsheets, browsers, chats, and beyond. It offers a no-code solution for budgeting, forecasting, and financial modeling, integrating with Excel and Google Sheets.
Custom
Taxaroo
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
Intuit
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
Fundrise
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
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
Tiller Money
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
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
PeopleJoy
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
Gelt
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.
CalFin.ai
California Financial Consulting
Physician Finance & Tax
CalFin.ai offers AI-driven retirement income and annuity planning tailored for high-income physicians, utilizing advanced modeling to simulate financial scenarios and optimize tax outcomes. The platform focuses on strategic financial decisions for long-term security, addressing the unique challenges faced by medical professionals.
Contact for pricing
FP Alpha
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
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.
Doc2Doc Lending
Doc2Doc Lending
Physician Finance & Tax
Personal Loans for Healthcare Providers up to $100,000^ Apply Online in 5 Minutes Check Your Eligibility with No Impact to your Credit Score* Fast Funding No Prepayment Penalties.
Aprs range from 9.99% to 30.72%. loan amounts range from $5,000 to $100,000.
Doc Wealth
Doc Wealth
Physician Finance & Tax
Doc Wealth offers specialized tax planning and preparation services for physicians and medical professionals, leveraging a tech-forward platform and expert team to optimize tax strategies and build long-term wealth.
Subscription
Clasp
Clasp
Physician Finance & Tax
Clasp connects healthcare students and professionals with employers offering direct student loan repayment benefits, enhancing talent acquisition and retention in critical healthcare fields by linking employment to student loan repayment.
Variable, employer-sponsored programs
Holistiplan
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.
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.
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.
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
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
Range
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.
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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)
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