Start with the dashboard. Use focused tools when you need them.
The member workspace is the central record. These calculators and organizers help you work through specific 1099 decisions and preparation tasks.
1 Set aside $1,800 more for taxes
2 Set a monthly retirement goal
3 Upload renewed malpractice policy
Integrated Member Dashboard
Run the Monthly Checkup, review tax-savings items, build your CPA Packet, upload documents, manage reminders, and ask the assistant from one account-based workspace. Optional wealth tracking is available when you want it.
Work through income and compensation questions.
1099 Shift Income Calculator
Estimate monthly gross income, annual income, an amount to set aside for taxes, and the cash remaining afterward.
Calculate income →W-2 vs 1099 Physician Calculator
Compare W-2 compensation and benefits against 1099 income, expenses, and tax set-aside assumptions.
Compare compensation →Monthly 1099 Checkup
Review income, money set aside for taxes, retirement goal progress, readiness, deadlines, and next actions.
Run checkup →Tax Savings Estimator
Estimate a rough value to discuss with your CPA for business deductions, mileage, simplified home office, and itemized deduction documents.
Estimate savings →Prepare cleaner records before someone asks for them.
CPA Packet Builder
Organize income, deductions, mortgage interest, entity records, retirement items, documents, and CPA questions.
Build CPA packet →Credentialing Document Organizer
Track licenses, DEA or CDS, malpractice, CME, CV, contracts, and hospital documentation.
Organize credentials →1099 Checklist Builder
Create a personalized organization checklist from your work structure and current priorities.
Build checklist →Stop reconstructing your 1099 life from scratch.
Use one connected workspace for your monthly checkup, tax-savings review, CPA Packet, documents, reminders, deadlines, and next actions. Optional wealth history and graphs are there when you are ready for deeper tracking.