Our Mission

HelixMD exists so physicians spend less time on finances — and more time on everything else.

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Photo-of-the-Designer
Founder - Kunaal Chopra

HelixMD began as something personal. I met my wife in her first year of medical school — I've seen first hand how hard physicians work and how little time they have for everything else.


When I tried to help with her finances — income, expenses, and taxes — everything felt manual and fragmented.


After speaking with other physicians, the same issues kept coming up: missed deductions, unclear tax planning, and too much time wasted trying to stay organized.


With over a decade of experience in technology, most recently at a leading Sillicon Valley fintech company, I built HelixMD to simplify that — helping doctors save time, get financial clarity and keep more of what they earn.

Built on Trusted Infrastructure

HelixMD connects securely to your bank through Plaid—the same platform trusted by RBC, Wealthsimple, and over 12,000 banks globally.


  • Read-Only Access: Your account only views transaction data. It is impossible to move funds or modify your bank accounts through HelixMD.


  • Credential Security: Your banking passwords are never seen or stored by us. You maintain full control and can disconnect your accounts at any time.


  • Zero Data Sharing: Your data belongs to you. We will never sell your information. Period.

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Photo-of-the-Designer
Photo-of-the-Designer
Photo-of-the-Designer

Security & Privacy Commitment

Security isn’t a feature—it’s our foundation. We leverage the same rigor used by the world's leading fintech companies:


  • Enterprise-Grade Hosting: HelixMD is hosted on Google Cloud Platform, utilizing their world-class security protocols and SOC 2-compliant infrastructure.


  • Bank-Level Encryption: All financial data is encrypted at rest and in transit using AES-256 encryption.


  • Identity Protection: By using Google SSO, your login is protected by Google’s advanced multi-factor authentication

Ready to save time — and thousands at tax time?

Get in control of your finances

disclaimer

HelixMD provides bookkeeping software and financial insights for unincorporated physicians.

We do not provide tax, accounting, or legal advice. Please consult a professional for specific guidance.

© Copyright 2026 By HelixMD Financial®. All Rights Reserved.

disclaimer

HelixMD provides bookkeeping software and financial insights for unincorporated physicians.

We do not provide tax, accounting, or legal advice. Please consult a professional for specific guidance.

© Copyright 2026 By HelixMD Financial®. All Rights Reserved.