PRIVATE-CLOUD TAX AUTOMATION · BUILT BY A PRACTICING EA

Tax Automation You Actually Own.

Sophicor™ runs inside your own private cloud — client data never leaves your firm. Sophia AI reads the documents, a professional verifies every field. No shared servers. No per-seat billing. No vendor lock-in.

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Your cloud, not ours · §7216 by architecture · Every field verified by a licensed pro
THE REAL COST

It's not that the work is hard.
It's that the same work happens by hand, every season.

Keyed by hand

The same W-2s, 1099s and K-1s, re-typed return after return — hours your team never gets back.

Metered forever

Per-return and per-seat fees that climb every year your firm grows — you pay more for succeeding.

Data you can't see

Client information on a shared server you've never seen, under terms that can change next month.

THE THESIS

Intelligence without trust
is just noise.

01
YOUR DATA STAYS

Private cloud residency.

Client data never leaves infrastructure you control. No shared tenants. No mystery data centers. Audit trails, encryption, and access — all yours.

02
LAYER, DON'T REPLACE

Sophia as a support system.

Sophia AI handles exceptions, classification, and acceleration. Your professionals remain in control. Sophia augments judgment — she never bypasses it.

03
VERIFIED, NOT JUST FAST

Proof before automation.

Every number is checked by two independent engines before it becomes part of a return — and the licensed professional signs off. Not accuracy you're asked to take on faith. Proof you can hand an examiner.

04
FLAT PRICING

No per-seat surprises.

One flat annual fee, sized to your firm. No per-seat billing. No per-document charges. Upgrade only when you outgrow your tier — never because a vendor wants to meter every click.

SEE IT WORK

Not a pitch deck.
A live product.

Sophicor Pro is shipping. Explore the interactive demo — no sales call, just your name and email.

INTERACTIVE SHOWCASE Launch the Live Demo Opens in a new tab · Quick sign-in · No sales call ↗
Live product demo.sophicor.com Shipping 2026
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THE PLATFORM

The Sophicor family.

Two products that ship today. Two more on the roadmap. The recommended path is to run Pro and Forge together — that's where the Variance Engine lives.

// THE COMPLETE FIRM · RECOMMENDED PATH

Sophicor Pro+Forge

Pro keeps your data sovereign. Forge automates your existing tax stack. Run them together and the Variance Engine starts comparing two calculations, every cycle — the foundation for becoming the platform of record across all return types.

$4,499
Starts at / yr
Zero
Per-return overage
Pro+Forge only
Variance Engine
Explore Sophicor Pro+Forge See All Pricing

// OR BUY INDIVIDUALLY

Sophicor Pro

Practice management, client intake, document extraction, intelligent validation, and filing export. The firm's brain — browser-based, inside your Workspace.

Explore Sophicor Pro

Sophicor Forge

Local automation agent. Extracts tax data from documents and populates your existing tax software directly — no copy/paste, no manual keying. The firm's hands.

Learn About Sophicor Forge

Shipping now · Pilot onboarding by appointment

ROADMAP

Sophicor Sync

Tax as a workplace benefit. Employees file, employers deploy — same private-cloud architecture, new audience.

Learn more → ROADMAP

Sophicor Direct

Tax filing for individuals. A direct-to-consumer experience with the same ownership and privacy philosophy as the rest of Sophicor.

Learn more →
PRIVATE
CLOUD Architecture Single-tenant per firm. No shared SaaS database.
HUMAN
VERIFIED Workflow Document-level verification before automation. Audit-logged.
SECRET
MANAGER SSN Handling SSN values in Google Cloud Secret Manager. Never in your data sheet.
$0 Per-Seat Fees Flat annual pricing — users included in every tier
UNDER THE HOOD

Three engines.
One architecture.

THE VAULT

Security & sovereignty.

AES-256 encryption, private cloud residency, zero data sharing. §7216 disclosure restrictions satisfied by architecture — not policy.

THE EYE

Document intelligence.

OCR, classification, and entity extraction powered by Sophia AI. W-2s, 1099s, K-1s, 1098s, and all standard IRS forms. Anomaly detection and validation — without human review on routine cases.

THE ROBOT

Workflow automation.

Intake → Extraction → Validation → Review → Export. Zero manual handoffs. Integrates with leading tax preparation software and legacy systems. API-first.

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WHY SOPHICOR

A different architecture,
not a different brochure.

How Sophicor compares to legacy tax automation stacks — without naming names.

Capability Sophicor Per-Return Pricing Platforms Legacy Practice Suites
Per-return fees Flat annual fee, tier-based $3–8 per return Variable / bundled
Private cloud residency Yes — your infrastructure No — shared SaaS No — shared SaaS
§7216 compliance posture Architectural Policy-based Policy-based
Practice management + extraction Integrated Extraction-only Practice-only
Tax software automation Native (Forge) API integration API integration
Workflow customization API-first Limited Limited

Categories, not competitors. We don't sell against names — we sell against architectures.

THE FOUNDER
Yatin Miglani, Founder & Enrolled Agent, Sophicor

Built by Yatin Miglani, EA.

A practicing Enrolled Agent who still reviews returns. He built the tool he always wanted — then made it something any firm can run for itself. Not a services shop. Not an outsourced team. A product you own.

"Obsession beats talent. Every time."

Read the philosophy →
NEXT STEP

Ready to own
your tax automation?

Start with a discovery call. 30 minutes. No pitch. Just a conversation about your firm's workflow.

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SOPHICOR INSIGHTS

Get each new essay by email.

A practitioner essay most weeks on tax-practice architecture, verification, and the AI shift — written for EAs and CPAs. Get each new essay the day it goes live — one email, nothing else.

No spam. Unsubscribe anytime. Your email stays with Sophicor.