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 MiglaniEnrolled 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."
It was never that the work was hard. It's that the same work happens by hand, every season — a number found, re-typed, checked, fixed. A hundred returns deep. The software's job, quietly handed back to you.
Most tools stop at extract and call it automation. The time — and the risk — lives in the other three.
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.
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. Sophia is in active beta, refined every week.
Every rival runs your clients' most sensitive numbers through a cloud they own — mixed with hundreds of other firms, reachable by people you'll never meet. Sophicor runs inside your own environment. Not a policy you're asked to trust — a boundary you hold.
Your firm is bound by the FTC Safeguards Rule, IRS Publication 4557, IRC §7216, and Circular 230. Sophicor is built so its architecture works with those duties, not around them — because the safest place for a client's data is the environment you already control.
Sophicor runs inside your own Google Workspace. Client data never lands on shared servers or ours — it stays in your firm's environment.
Because it operates within Google Workspace, data is encrypted in transit and at rest on Google's infrastructure.
Sophia never signs anything. A credentialed professional verifies every field — the judgment Circular 230 places on your firm stays with your firm.
Because taxpayer data never leaves your environment, your disclosure surface stays minimal — you keep control of the information §7216 protects.
The architecture is designed to help you meet the Written Information Security Plan every preparer must maintain under the FTC Safeguards Rule and IRS Pub 4557.
Your data was always yours and always home. Leave whenever you like — there's no vendor vault holding it hostage.
Sophia extracts from uploaded documents; your preparer reviews and verifies every field before it's trusted.
Extraction and verification, then last-mile entry straight into your tax software. The whole workflow, end to end, under one roof.
Once data is verified, Forge handles the entry into your tax software — the boring, error-prone part, automated.
Sync & Direct are on the roadmap. Sophia is in active beta.
Inside your firm's own private cloud. Client data never moves onto shared servers or ours — it stays in the environment you already control.
No. Sophia AI extracts the data; a licensed professional reviews and verifies every field before anything is trusted on a return. Machine speed, human judgment.
No. Sophicor layers on top of the tax software your firm already uses. It removes the manual data entry — it doesn't replace your stack.
Sophicor runs inside your firm's own Google Workspace, so data is encrypted in transit and at rest on Google's infrastructure and never lands on shared servers. A licensed professional verifies every field, and the architecture is designed to support your WISP obligations under the FTC Safeguards Rule and IRS Pub 4557.
Flat and firm-wide. No per-return billing, no per-seat fees, and no vendor lock-in.
Yatin Miglani, an Enrolled Agent who spent years working inside tax software at a practicing firm — and built the tool he wished he'd been handed.
We're onboarding a small number of firms. If that's you, the door is open.