A future Sophicor product. Sophicor Direct will be a tax filing experience for individuals — built on the same private-cloud architecture as the rest of Sophicor. Your documents, your return, your data — never on a vendor's server. Building toward launch; this page is a preview of where we are going.
Most tax-filing apps store your W-2s, SSN, and bank details on infrastructure you'll never see. Sophicor Direct will flip the model — the software comes to your drive, not the other way around.
Planned: returns, W-2s, 1099s, bank statements, and proof-of-deduction receipts living in your own Google Drive. No shared databases. No anonymized "training data." No hidden handoffs.
Planned: a plain-English filing flow that asks what matters, explains what it's doing, and never tries to upsell into a higher tier mid-return. You keep control of what you file and when.
Planned scope: W-2 wages, self-employment income, investments, crypto, itemized deductions, multi-state moves, student loans, retirement contributions — the edge cases most consumer apps charge extra for.
Planned: the same architecture as Sophicor Pro, scaled down to one filer. Your SSN will be stored in Google Cloud Secret Manager; your filing data will live in your own Drive.
A focused, honest filing flow — not a maze of upsells. Subject to change as we build.
Planned: drop a W-2, 1099, 1098, or brokerage PDF into your drive; Sophia OCR will extract fields and propose them for placement. Every extracted field will be reviewed by you before it enters your return.
Planned: a step-by-step interview covering income, adjustments, credits, and deductions — with plain-English explanations of every line and why it matters for your situation.
Planned scope: moved states mid-year, freelance income, RSUs or crypto, student loan interest. Sophicor Direct is being built to handle these without a "pro upgrade" paywall.
Planned: refund or balance-due updating in real time as you enter each item. See the math behind every number — no black box.
Planned: every supporting document attached to its line item in your drive. If the IRS ever asks, every receipt is already organized and citable.
Planned: file 1040 and state returns directly with the IRS from your own drive. No third-party "filing service" in the middle. No data handoff.
Sophicor Direct is on the roadmap — we will build it after Pro and Forge ship to their first cohort of firm customers. Leave your contact info and we will reach out the moment the waitlist opens. No spam, just the invite.
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