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
Sophia AI reads every document. A professional verifies every field. 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."
Sophia reads the W-2s, 1099s and the rest — pulling every field, fast.
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.
Client data never leaves infrastructure you control. 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.
She reads the documents your clients hand you — the W-2s, the 1099s, the statements — and pulls every field in seconds. She never signs anything. A licensed professional reviews and verifies each value before it's trusted 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. §7216 disclosure restrictions satisfied by architecture — not policy.
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.
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 | 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.
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.
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