A future Sophicor product. Employer-deployed employee tax preparation integrated with payroll. Same private cloud architecture as the rest of Sophicor. Building toward launch — this page is a preview of where we are going.
Sync will let employers offer tax preparation as an employee benefit, similar to HSA or 401k administration. Sophicor will handle the infrastructure. Employers will set the policy.
Employees will access tax preparation tools inside their own Google Drive. Free at the point of use — the employer covers licensing. The data will stay with the employee, never with Sophicor.
Six capabilities planned for the Sync product when it ships. Subject to change as we build.
Planned: automated W-4 withholding optimization. Track year-to-date earnings and adjust federal and state withholding in real-time as life events change.
Planned: guided 1040 filing with multi-state support. W-2 data flows in directly from the employer's payroll system — no manual entry.
Planned: log charitable contributions, medical expenses, education costs throughout the year. Sync will track and categorize automatically.
Planned: year-round view of effective tax rate, marginal bracket, and refund projection. Employees will see how life events move the numbers — before filing day.
Planned: employees will be able to book a one-on-one tax planning call with a Sophicor-vetted EA or CPA. Retirement contributions, equity comp, dependents, multi-state moves.
Planned: file 1040, 1040-NR, and state returns directly with the IRS from the employee's own drive. No third-party filing service in the middle.
Sophicor Sync is on the roadmap — we will build it after Pro and Forge reach their first cohort of firm customers. Leave your contact info and we will reach out when there's something to demo.
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