SOPHICOR™ PRO

Practice Management In Your Own Cloud.

Sophicor Pro: software for tax firms, set up in the firm's own Google account. One price for your whole firm. Every user is included.

Book a consult See Pricing
PRODUCT WALKTHROUGH

See Sophicor™ Pro in action

Six-Step Workflow

From document upload to tax software export in one integrated pipeline

01 📄

Upload

Clients or staff upload documents securely

02 👁️

Extraction

Blank, with the reason — never a guess

03 👨‍💼

Review

Nothing moves forward until the preparer approves it

06 📈

ROI

Track time saved and verification trail per return

Sophia AI Intelligence Layer

Document intelligence that supports, never replaces, professional judgment

Four Capabilities

  • Auto-ID: Document classification and field location mapping
  • Variance Verification (In Development): Variance engine flags suspicious values, duplicate entries, and outliers
  • Logic Checks: Validates relationships between fields and calculated totals
  • Correction Capture: Your edits are logged with the document, forming an audit-friendly correction trail over time

Sophicor does the checking. You make the final call.

Sophia AI
Guided by Sophia AI

Why Private Cloud

With Sophicor™ Pro

By design, a client's name, Social Security number and documents never reach Sophicor's servers. They stay in the firm's own Google account, and documents are read there by Google Cloud Vision.

Flat Pricing

One annual fee sized to your client count. No per-seat, no per-document, no surprise billing. Upgrade only when your firm outgrows its tier — never because a vendor wants to meter another action.

Pricing

Sophicor Pro is available. Every firm is set up on a call with the founder. One price for your whole firm — every user included.

Setup call

with the founder

  • Every firm is set up on a call with the founder
  • No obligation
Book a consult
Starter
$800

a year

  • up to 100 clients
  • every user included
Professional
$1,800

a year

  • 101 to 300 clients
  • every user included
Business
$3,600

a year

  • 301 to 600 clients
  • every user included
Above 600 clients
$600

a year for each further 100 clients

Book a consult

Your first filing season and extension season are on us, up to 100 clients.

Every firm, any size, receives $800 off its introductory period—the annual price of Starter.

A season counts when your firm is set up by March 15 for filing season, or by September 15 for extension season. Your introductory period ends November 30 or April 30, after your second season.

Regular annual pricing begins the next day, December 1 or May 1, based on your firm's client count.

For example, a firm with 150 clients that joins in November pays $1,000 through November 30 of the following year instead of $1,800, then $1,800 per year.

No automatic charges or plan upgrades without your approval.

A client is a person or household you prepare a Form 1040 for. A married couple filing jointly is one client. A client counts once its first document is uploaded for the tax year.

30-day money-back guarantee, from the date of payment.

If you pass your plan, Sophicor tells you and offers an upgrade. Nothing is blocked, and nothing is charged automatically. No automatic charges or plan upgrades without your approval.

// LOW-RISK BY DESIGN

If you ever leave, you can export every client and document.

Frequently Asked Questions

What document types does Sophicor Pro support?

Sophicor extracts field values from the tax forms clients bring in, with the supported set expanding as extraction is refined. Upload any PDF or JPG; extraction runs automatically.

How is Sophicor Pro priced?

Sophicor Pro is priced per firm, per year, and every user is included. Starter covers up to 100 clients ($800), Professional 101 to 300 ($1,800), Business 301 to 600 ($3,600), and each further 100 clients adds $600 a year. Every firm, any size, receives $800 off its introductory period—the annual price of Starter—which covers one filing season and one extension season. The period ends November 30 or April 30, depending on when the firm is set up, and regular annual pricing begins the next day. For example, a firm with 150 clients that joins in November pays $1,000 through November 30 of the following year instead of $1,800, then $1,800 per year.

How do you count a client?

A client is a person or household you prepare a Form 1040 for. A married couple filing jointly is one client. A client counts once its first document is uploaded for the tax year.

What happens to my data if I cancel?

Your data is always yours. On cancellation, you have 30 days to export all client data and documents. We provide a complete data dump in standard formats (CSV, PDF, etc.).

How does §7216 compliance work?

With Sophicor Pro: By design, a client's name, Social Security number and documents never reach Sophicor's servers. They stay in the firm's own Google account, and documents are read there by Google Cloud Vision.

Ready to Automate Your Practice?

Watch the walkthrough above or book a 30-minute guided demo with the founder.

Book a consult Book a Walkthrough