Join MedTax. Unlock Pacioli. Simplify Everything.

Tax support, reimagined for doctors. 

We built Pacioli to create a seamless process — a secure app that connects your bank data directly to MedTax, allowing us to streamline tax preparation and eliminate the need for statements, receipts, or manual paperwork.

Because your focus should be on patients — not paperwork.

Join MedTax. Unlock Pacioli. Simplify Everything.

Tax support, reimagined for doctors. 

We built Pacioli to create a seamless process — a secure app that connects your bank data directly to MedTax, allowing us to streamline tax preparation and eliminate the need for statements, receipts, or manual paperwork.

Because your focus should be on patients — not paperwork.

What is Pacioli?

Pacioli is a mobile app designed specifically for MedTax clients. It securely connects your bank and credit card transactions to our team — no paperwork, no uploading statements, no stress.

We named it after Luca Pacioli, the father of modern accounting, but we promise it’s a lot more modern than the 1400s.

Available now on iOS and Android.

What is Pacioli?

Pacioli is a mobile app designed specifically for MedTax clients. It securely connects your bank and credit card transactions to our team — no paperwork, no uploading statements, no stress.

We named it after Luca Pacioli, the father of modern accounting, but we promise it’s a lot more modern than the 1400s.

Available now on iOS and Android.

Why Doctors Love It:

Effortless Integration

Connect your bank and credit card accounts using Flinks (a secure platform backed by National Bank). Just log in and share your data — we’ll handle the rest.

No More Statements

Forget scanning PDFs or chasing monthly statements. Pacioli gives our team real-time access to your transactions (but never direct access to your accounts).

Smarter Tax Planning

Share both business and personal accounts so we can spot deductible expenses, optimize your tax return, and give better budgeting insights — all in one place.

Bank-Level Security

Only you control what’s shared. We can’t access your login credentials or make changes — we only see the data you authorize.

Why Doctors Love It:

Effortless Integration

Connect your bank and credit card accounts using Flinks (a secure platform backed by National Bank). Just log in and share your data — we’ll handle the rest.

No More Statements

Forget scanning PDFs or chasing monthly statements. Pacioli gives our team real-time access to your transactions (but never direct access to your accounts).

Smarter Tax Planning

Share both business and personal accounts so we can spot deductible expenses, optimize your tax return, and give better budgeting insights — all in one place.

Bank-Level Security

Only you control what’s shared. We can’t access your login credentials or make changes — we only see the data you authorize.

How It Works (for MedTax Clients)

Securely connect your bank and credit card accounts — no statements, no spreadsheets, no hassle.

You stay in control of what’s shared. We handle the rest, keeping your books current and your tax plan on track, quietly working in the background.

How It Works (for MedTax Clients)

Securely connect your bank and credit card accounts — no statements, no spreadsheets, no hassle.

You stay in control of what’s shared. We handle the rest, keeping your books current and your tax plan on track, quietly working in the background.

Become a MedTax Client & Start Using Pacioli Today

Say goodbye to tax season stress and bookkeeping headaches.
Say hello to Pacioli — only with MedTax.

Become a MedTax Client & Start Using Pacioli Today

Say goodbye to tax season stress and bookkeeping headaches.
Say hello to Pacioli — only with MedTax.

Have questions? Get your free, personal consultation.

☏ Or call us at (905) 815-6559

Have questions? Get your free, personal consultation.

☏ Or call us at (905) 815-6559