SOPHICOR PRO™

Practice Management In Your Own Cloud.

Guided by Sophia AI — document extraction and practice management, inside your firm's Google Workspace. Every extracted field is verified. Flat annual fee — no per-seat, no surprise billing.

Book a Demo 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

Documents read in ~30 seconds

03 ✅

Validation

Confidence scoring on every field

04 👨‍💼

Review

Preparer verifies flagged items only

05 📊

Export

Data populates to your tax software automatically

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

Sophia AI supports exception-based review. It does not replace your professionals — every decision stays under human control, with confidence scores and audit trails for all flagged items.

Sophia AI
Guided by Sophia AI

Three Engines Under the Hood

🛡️
THE VAULT

Security Layer

AES-256 encryption. Full SSNs are never stored — only the last four digits are retained, encrypted, for client identification. Private cloud residency. Built for §7216 — client data is never transmitted to Sophicor.

👁️
THE EYE

Document Intelligence

Google Vision AI for spatial field mapping. Reads W-2s, 1099s, K-1s, 1098s, and all standard IRS forms. Confidence scoring on every field. Variance verification (in development).

⚙️
THE ROBOT

Automation Engine

Orchestrates the full workflow. Populates your tax software automatically. Zero transcription errors. One-click export.

Why Private Cloud

Data Sovereignty

Your client data stays in your own Google Workspace — never transmitted to Sophicor. You control access logs and retention policies. No third-party data sharing.

§7216 Compliance

Built for §7216: client data is never transmitted to Sophicor. It stays in your own Google Workspace, so there's no third-party disclosure to govern.

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

Flat annual fee. No per-seat, no per-return. Pick the tier that matches your client count.

Walkthrough
Free

30-min · founder-hosted

  • Live product walkthrough
  • Sized to your firm
  • No obligation
Book a Walkthrough
Starter
$2,499

per year

  • 75 clients
  • 3 users
  • Sophia OCR on all doc types
  • Email support
Get Started
Professional
$4,999

per year

  • 250 clients
  • 8 users
  • Sophia OCR on all doc types
  • Priority email support
Get Started
Business
$8,999

per year

  • 600 clients
  • 15 users
  • Priority email support
  • Direct scheduling access
  • White Glove included
Get Started
Enterprise
Custom

built for your firm

  • Unlimited clients
  • Unlimited users
  • Custom SLAs
  • Named technical contact
Contact Sales

Save with Multi-Year

Lock in your rate and prepay for the long term.

  • 2-year prepay: 12% off
  • 3-year prepay: 22% off
  • White Glove onboarding: $999 (included in Business & Enterprise) · Purchase standalone →
// LOW-RISK BY DESIGN

Start with a 30-day free trial — the full product, no credit card. Every plan then carries a 30-day money-back guarantee (full refund, no questions asked), and if you ever leave you can export every client and document. Your money back and your data out.

Frequently Asked Questions

What document types does Sophicor Pro support?

Sophicor Pro supports all standard tax documents: W-2s, 1099s (all variants), K-1s, 1098s, and other IRS forms. Upload any PDF or JPG; extraction runs automatically, each field returned with a confidence score.

How long does extraction take?

Typically 30 seconds per document. High-volume batches are processed in parallel, so uploading 100 documents processes in under 2 minutes.

Can I integrate with my existing tax software?

Sophicor Pro exports directly to your tax preparation software via the Forge add-on (currently supporting leading tax preparation software, with more integrations on the roadmap). API access is available for custom integrations. Contact our support team for integration support.

Are there limits on clients, users, or documents?

Sophicor Pro tiers are sized by client count: Starter (75), Professional (250), Business (600), Enterprise (unlimited). Each tier includes a set number of user seats and unlimited document uploads within that tier. No per-seat, no per-return, no per-document fees — upgrade only when your firm grows past the client cap.

How do you count a client?

One client = one filing relationship, regardless of filing status. Married filing jointly counts as one client — one return, one engagement. A linked entity that files its own separate return (1065, 1120, 1120-S, or 1041) counts as a second, distinct client, because it has its own EIN-based filing. A Schedule C sole proprietorship does not trigger a second client — it's a schedule on the same 1040.

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?

Sophicor Pro is built for §7216: client data is never transmitted to Sophicor — documents are processed under your own Google account and tax content stays in your firm's Workspace. You keep data residency, access control, audit trails, and AES-256 encryption.

Ready to Automate Your Practice?

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

Book a Demo Book a Walkthrough
// PAIR WITH FORGE · UNLOCK THE VARIANCE ENGINE

Run Sophicor Pro with Forge.

Pro is the firm's brain — the calculation engine, the organizer, the sovereignty layer. Pair it with Sophicor Forge and the Variance Engine compares two independent calculations on every return, every cycle. The path to becoming the platform of record across all return types.

See Sophicor Pro+Forge Compare Pricing