How it Works
Connect your Accounts
Securely connect all your bank accounts and credit cards through Plaid
HelixMD automatically pulls in your your transactions
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Explore
Dynamic Tax Estimator
Dynamic Tax Estimator
Toggle between Current Income and Year-End Projections to see exactly how tax brackets impact your take-home pay:
Toggle between Current Income and Year-End Projections to see exactly how tax brackets impact your take-home pay:
Toggle between Current Income and Year-End Projections to see exactly how tax brackets impact your take-home pay:
Smooth Your Taxes: Anticipate marginal rate jumps to avoid surprise bills.
Smooth Your Taxes: Anticipate marginal rate jumps to avoid surprise bills.
Smooth Your Taxes: Anticipate marginal rate jumps to avoid surprise bills.
Safe-to-Spend: Know precisely what to set aside for the CRA.
Safe-to-Spend: Know precisely what to set aside for the CRA.
Safe-to-Spend: Know precisely what to set aside for the CRA.
No Guesswork: Real-time visibility into your true after-tax income.
No Guesswork: Real-time visibility into your true after-tax income.
No Guesswork: Real-time visibility into your true after-tax income.
Doctor Specific Categories
Doctor Specific Categories
HelixMD uses categories aligned with what the CRA and firms like MNP expect — OHIP, CME, medical supplies and more. No more generic SMB labels.
HelixMD uses categories aligned with what the CRA and firms like MNP expect — OHIP, CME, medical supplies and more. No more generic SMB labels.
HelixMD uses categories aligned with what the CRA and firms like MNP expect — OHIP, CME, medical supplies and more. No more generic SMB labels.
Smart Tagging
Smart Tagging
Categorization that gets smarter over time
Categorization that gets smarter over time
Categorization that gets smarter over time
Set a rule once and HelixMD automatically categorizes all past and future transactions.
Set a rule once and HelixMD automatically categorizes all past and future transactions.
Set a rule once and HelixMD automatically categorizes all past and future transactions.
Financial Dashboard
Financial Dashboard
Always-up-to-date financial clarity:
Always-up-to-date financial clarity:
Always-up-to-date financial clarity:
Income
Income
Income
Business vs Personal expenses
Business vs Personal expenses
Business vs Personal expenses
Monthly breakdown
Monthly breakdown
Monthly breakdown
Average Monthly metrics
Average Monthly metrics
Average Monthly metrics
Net income and cashflow
Net income and cashflow
Net income and cashflow
Accountant-Ready Export
Accountant-Ready Export
When your ready, click the export button for a CRA-aligned. Accountant approved file.
When your ready, click the export button for a CRA-aligned. Accountant approved file.
When your ready, click the export button for a CRA-aligned. Accountant approved file.
Excel format
Excel format
Excel format
Tab for Income, Expenses & Mileage
Tab for Income, Expenses & Mileage
Tab for Income, Expenses & Mileage
Zero cleanup required
Zero cleanup required
Zero cleanup required
Vehicle Logging
Vehicle Logging
Log your business mileage and track using either CRA method:
Log your business mileage and track using either CRA method:
Log your business mileage and track using either CRA method:
Actual vehicle expenses or
Actual vehicle expenses or
Actual vehicle expenses or
CRA per-kilometre rate
CRA per-kilometre rate
CRA per-kilometre rate
Mobile App + OCR
Mobile App + OCR
Download on IOS or Android:
Download on IOS or Android:
Download on IOS or Android:
Capture receipts on the go
Capture receipts on the go
Capture receipts on the go
HelixMD automatically attaches them directly to transactions — perfect for meals, parking, and conferences.
HelixMD automatically attaches them directly to transactions — perfect for meals, parking, and conferences.
HelixMD automatically attaches them directly to transactions — perfect for meals, parking, and conferences.