LET'S TALK

Book a Consultation.

30 minutes with our team. No pitch. No pressure. Just a conversation about your firm's workflow and how Sophicor™ might fit.

How to Reach Us

Pick the path that fits. Book a call, or leave your contact info and we'll come to you.

📅 Schedule a Call

30-minute discovery call. We'll walk through Sophicor, answer your questions, and discuss whether it fits your firm.

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What to Expect

On the Call

  • Introduction and background on Sophicor
  • Overview of your firm's current workflow
  • Live demo of Sophicor Pro or Sophicor Forge
  • Q&A and fit assessment
  • Next steps (walkthrough, pilot onboarding, etc.)

To Prepare

  • Know your firm size and annual return volume
  • Have your current software stack handy
  • Identify your biggest workflow pain point
  • List 1-2 questions you want answered
  • Make sure your internet connection is stable (video call)

Common Questions

How long is a consultation call?

Typically 30 minutes. We respect your time. If you have follow-up questions or want to dive deeper, we can schedule another call.

What if I'm not ready yet?

No problem. Bookmark this page and reach out whenever you're ready. We're available to talk at any stage of your evaluation.

Do I have to commit to anything?

No. A consultation is just a conversation. We'll discuss whether Sophicor is a good fit, and you make the decision. If you're interested, we'll send a video walkthrough and book a longer call together.

Can I include other team members on the call?

Absolutely. Include anyone from your team (practice manager, tax lead, IT person, etc.). The more perspective, the better the conversation.

What's the difference between a consultation and a walkthrough?

A consultation is a conversation focused on fit. A walkthrough is a live demo of the product hosted by the founder. Most firms do both: consult first to ask questions, then book a walkthrough to see Sophicor in action.

Or Reach Out Directly

hello@sophicor.com

2828 N Central Ave, Ste 1000 #3060

Phoenix, AZ 85004

We respond to all inquiries within 24 hours.

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