Built by a practitioner
"I didn't read about this problem — I lived it. Years inside the tax software, at a working firm. So I built the tool I wished I'd been handed."
Yatin Miglani · Enrolled Agent · Founder · Phoenix, AZ
Every document is read. Every field is verified by a professional. It flows straight into your tax software — inside your firm’s own cloud, where client data never leaves your walls.
"I didn't read about this problem — I lived it. Years inside the tax software, at a working firm. So I built the tool I wished I'd been handed."
Guided by Sophia AI, document intelligence surfaces every field from the W-2s, 1099s and the rest — fast, and confidence-scored.
Values are cross-checked against the source, not simply trusted.
Verified data flows into your tax software — no re-typing, no swivel-chair.
A licensed professional signs off on every field before it’s ever trusted.
The same W-2s, 1099s and K-1s, re-typed return after return — hours your team never gets back.
Per-return and per-seat fees that climb every year your firm grows — you pay more for succeeding.
Client information on a shared server you've never seen, under terms that can change next month.
Your client data stays in your own Google Workspace — never transmitted to Sophicor. No shared tenants. No mystery data centers. Audit trails, encryption, and access — all yours.
Sophia AI handles exceptions, classification, and acceleration. Your professionals remain in control. Sophia augments judgment — she never bypasses it.
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.
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.
Guided by Sophia AI, Sophicor's document intelligence surfaces every field from the documents your clients hand you — the W-2s, the 1099s, the statements — in seconds, each one confidence-scored. Nothing is trusted on that signal alone. A licensed professional reviews and verifies every value before it's used on a return. Machine speed, human judgment — never one without the other.
Sophicor Pro is shipping. Explore the interactive demo — no sales call, just your name and email.
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.
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.
// OR BUY INDIVIDUALLY
Practice management, client intake, document extraction, intelligent validation, and filing export. The firm's brain — browser-based, inside your Workspace.
Explore Sophicor ProLocal 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 ForgeShipping now · Pilot onboarding by appointment
Tax as a workplace benefit. Employees file, employers deploy — same private-cloud architecture, new audience.
Learn more → ROADMAPTax filing for individuals. A direct-to-consumer experience with the same ownership and privacy philosophy as the rest of Sophicor.
Learn more →AES-256 encryption, private cloud residency, zero data sharing. Built for §7216 — client data is never transmitted to Sophicor.
OCR, classification, and entity extraction, guided by Sophia AI. W-2s, 1099s, K-1s, 1098s, and all standard IRS forms. Every field is confidence-scored and surfaced for professional review — exception-based, never unattended.
Intake → Extraction → Validation → Review → Export. Zero manual handoffs. Integrates with leading tax preparation software and legacy systems. API-first.
Powered by Sophia AI
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 | Never transmitted to us | 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.
Start with a discovery call. 30 minutes. No pitch. Just a conversation about your firm's workflow.
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.