Three Sophicor™ SKUs. One philosophy: predictable annual pricing, sized by client count, with the most-popular path — Sophicor Pro+Forge — carrying zero per-return overage at any tier.
Pro is the brain. Forge is the hands. Run them together for the Variance Engine and the strategic moat.
Browser-based practice management + AI extraction + calculation engine. Inside your Workspace.
Local automation agent for firms with established tax software workflows.
Pro + Forge + the Variance Engine. Zero per-return overage at any tier.
Tier sizing applies to client count. Pro+Forge tiers carry zero per-return overage at every level — client count is the only limit.
Pay annually if you want flexibility. Lock in multi-year if you want predictability.
2-year prepay — on any tier of any product.
3-year prepay — on any tier of any product.
Every tier is flat for the year. Filing more returns for the clients you have never raises it — Sophicor Pro+Forge has no per-return overage at any tier.
Sophicor Pro+Forge Professional is $8,999 a year, whatever you file. The same 250 clients on per-return automation run $6,750 to $11,250 at $27–45 a return — and that is before the second return for anyone with a business.
Put it another way. $8,999 is what 200 to 333 returns cost at those rates. Return 334 costs you nothing.
Per-return pricing scales with your work. That is the whole difference, and it is why a client with a 1040 and two entity returns is billed three times under a meter and once here.
Your client data stays in your own Google Workspace — never transmitted to Sophicor. AES-256 at rest, built for §7216.
All standard IRS forms. Confidence scoring. Variance verification (in development). No per-document fees.
Direct response from the team that built the product. Business and Enterprise tiers add priority and named contacts.
Pro and Pro+Forge start with 30 days of the full product, no credit card. Forge starts with 10 returns, no time limit. Request access to begin.
Full refund, no questions asked, within 30 days of payment. On multi-year prepay, year one is refundable; later years are cancelled, not refunded.
Cancel anytime. Standard CSV/PDF dump of every client and document. Your data is always yours.
User seats are included in tier sizing. Add preparers without changing your bill.
Every workflow is what an EA actually wishes existed in their own firm.
The first ten firms aboard get founding terms on any product, any tier: 25% off year one, plus 90 additional days on top of the paid year — 15 months of access for a 12-month price. Founding terms stack with multi-year prepay, so the founding + prepay path is genuinely the best price available.
In return: one 30-minute feedback call a month, and a testimonial once you're happy with the product. Presented when your trial converts. When ten firms are in, the program closes — the cap and the end date are the point, not a standing discount.
No pitch, no pressure. We talk through your client volume, current stack, and which tier of which product fits your firm best. If Pro+Forge isn't right for you, we'll say so.