Back to overviewTry preview first

Create a private planning account

Start a private planning workspace for deductible timing decisions.

Sign up with email/password or Google. We’ll set up your profile and household workspace so you can move straight into planning.

Already have an account? Sign in here.

Your tailored setup

We'll tailor the planner around a movable procedure or imaging decision for the whole household.

Start with a real document and verify extracted accumulators.

Built for solo and small-firm families managing their own premium and deductible math.

Imaging or procedureUpload an EOB or plan PDFWhole householdSolo Attorney Family Plan
  • • Focus the first forecast on a movable procedure or imaging decision.
  • • Show a recommendation calibrated for the whole household.
  • • Keep the upload path front-and-center so you can confirm OCR results before acting.

Save document reviews, extracted assumptions, and reminder timing in one private workspace.

Create your account

Start your family planning workspace

Use email and password to create a private family workspace.

We only save documents and planning changes when you choose to continue. Your deductible timing workspace stays private by default. Use at least 12 characters with a mix of letters, numbers, or symbols.