PRIVATE-CLOUD TAX AUTOMATION · BUILT BY A PRACTICING EA

Stop Re-Keying. Start Advising.

Every document is read. Every field is verified by a licensed professional. Verified data flows into your tax software — and Sophicor never receives your client data, because the software runs inside your firm’s own Google Workspace.

No servers to manage. We set it up with you in one guided session.

Yours
Private-cloud residency
Verified
Every field, by a professional
Flat
No per-seat · No lock-in
SCROLL
Your cloud, not ours·Built for §7216·Every field verified by a licensed pro·Extract·Validate·Transfer·Verify·Private Cloud·EA-built·Software-native·Your cloud, not ours·Built for §7216·Every field verified by a licensed pro·Extract·Validate·Transfer·Verify·Private Cloud·EA-built·Software-native·
Yatin Miglani
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
02 — The Method

Four Movements. One Unbroken Chain.

i.

Extract

Guided by Sophia AI, document intelligence surfaces every field from the W-2s, 1099s and the rest — fast, and confidence-scored.

ii.

Validate

Values are cross-checked against the source, not simply trusted.

iii.

Transfer

Verified data flows into your tax software — no re-typing, no swivel-chair.

iv.

Verify

A licensed professional signs off on every field before it’s ever trusted.

Sophia AI
Sophia · Document Intelligence

Meet Sophia.

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.

Sophia is in active beta, refined every week.

Not a pitch deck.
A live product.

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

Explore Sophicor Pro in Detail

The Sophicor family.

Two products ship today. The recommended path is to run them 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

// OR BUY INDIVIDUALLY

Shipping now · Pilot onboarding by appointment

Two more are on the roadmap for 2027 — Sophicor Sync and Sophicor Direct. Neither is available today.

ZERO Sophicor servers Your documents are read inside your own Google Workspace. We don't operate a cloud they pass through.
ONE Environment Your client data lives in one place — yours. Not a shared pool, not a vendor's tenancy.
FOUR Steps, in order Extract, validate, transfer, verify. Most tools do the first one and call it automation.
$0 Per-return fees Flat annual pricing on Pro+Forge. Filing more returns for the clients you have never raises it.
See exactly how that works

Ready to own
your tax automation?

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

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.

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