Bookkeeping for Canada's Unincorporated Physicians
Bookkeeping for Canada's Unincorporated Physicians
Setup in 10. Autopilot forever.
Setup in 10 — right from your phone
Setup in 10. Autopilot forever.
Your financial health shouldn't be a mystery
Most physicians can see what hits their bank account — but not how it splits into:
Business expenses
Tax obligations
Actual take-home income
HelixMD gives you that picture in real time, not just in April.
Stop leaving deductions on the table.
Missed parking, mileage, CMPA dues, CME costs — expenses are easy to miss when you're not tracking them.
HelixMD helps catch every eligible expense
— saving you thousands.
Stop leaving deductions on the table.
Missed parking, mileage, CMPA dues, CME costs — expenses are easy to miss when you're not tracking them.
HelixMD helps catch every eligible expense — saving you thousands.
Your financial health shouldn't be a mystery
Most physicians can see what hits their bank account — but not how it splits into:
Business expenses
Tax obligations
Actual take-home income
HelixMD gives you that picture in real time, not just in April.
How it works
Connect your accounts
Securely link your bank accounts through Plaid. Your transactions are automatically pulled in.
Read-only connection. Bank-grade security. Nobody can move your money.
Transactions are automatically categorized
HelixMD auto-applies Physician specific categories like CMPA, OHIP, licensing fees and more to your transactions.
Review the handful of remaining transactions and create a rule with one click.
Result: Your bookkeeping is on autopilot.
Numbers update in real-time
Your dashboard updates automatically as transactions come in. Income, expenses and taxes — all in one place.
HelixMD calculates your recommended quarterly tax instalments.
Check in occasionally
After initial setup, tag any one-off expenses and log mileage.
Lower your CRA tax bill.
Export to your accountant
Download a CRA-aligned excel file with your income, expenses, and vehicle logs.
No more messy spreadsheets.
Pricing
Simple & deductible
14 day free trial — cancel anytime
Flex - Billed Monthly
$30/month
Auto-categorization
Dynamic tax estimator
Unlimited connected accounts
Vehicle logs
Financial dashboard
Mobile app with receipt matching (coming soon)
1 click accountant-ready export
Pro - Billed Annually
$25/month
Everything in flex
1 click accountant-ready export
HelixMD pays for itself.
Time saved:
Avg. time spent bookkeeping
Deductions:
Avg. extra expenses found
Clarity:
Priceless
Knowing your financial picture
Built for unincorporated
Canadian doctors.
Trusted & secure.
I used to spend 3 days every April compiling data in a spreadsheet. Now, I hit the export button and save a weekend every year. Setup is so easy a child can do it.
Dr. Marcus
Family Physician - BC
I thought I was on top of my finances, but HelixMD caught thousands in missed parking, mileage and other little expenses that I usually miss. They add up.
Dr. Rowden
Locuming ER - ON
I hated dealing with finances and just ignored them. I'd over/under pay my tax instalments and it was always a surprise bill. Its nice to feel in control now.
Dr. Narula
Hospitalist - ON
Stop leaving deductions on the table.
Missed parking, mileage, CMPA dues, CME costs — expenses are easy to miss when you're not tracking them.
HelixMD helps catch every eligible expense — saving you thousands.
Your financial health shouldn't be a mystery
Most physicians can see what hits their bank account — but not how it splits into:
Business expenses
Tax obligations
Actual take-home income
Get that picture in real time, not just in April.