Pro keeps your data sovereign. Forge automates your existing tax stack. Run both — and the Variance Engine starts comparing Sophicor's calculation against your tax software, every return, every cycle. The foundation for becoming the platform of record across all return types.
Sophicor Pro is the firm's brain — every client, every document, every calculation. Sophicor Forge is the firm's hands — populating your existing tax software without manual entry. Run them together and you get something neither product gives you alone: the Variance Engine, comparing the two calculations until your existing tax software is no longer load-bearing.
Sophia AI extracts every field from W-2s, 1099s, K-1s, 1098s, and all standard IRS forms. Inside your firm's own Google Workspace. Confidence-scored. Audit-trailed.
The local agent populates your existing tax software automatically. Hands-free workflow. Zero transcription errors. One-click export.
Sophicor calculates. Your tax software calculates. The Variance Engine tracks the delta — every return, every cycle. As variance approaches zero, the question of which platform is load-bearing answers itself.
The Variance Engine only exists when Pro and Forge run together. It is not sold separately. It is the strategic moat.
AES-256 encryption and private cloud residency — client data stays inside your firm's own environment, never transmitted to Sophicor. Built for §7216, not just a policy.
Sophia AI document intelligence. All standard IRS forms. Confidence scoring on every field. Variance verification (in development).
Hands-free workflow automation. Local agent populates your tax software directly. Zero manual entry. One-click export.
Complete client organizer, intake, calculation engine. Multi-preparer with audit trail. Browser-based, runs in your Workspace.
Pro+Forge exclusive. Compares Sophicor's calculation against your tax software on every return. The foundation for becoming the platform of record.
Business and Enterprise tiers include dedicated implementation. Your firm running on Sophicor in days, not months.
Pro+Forge tiers are flat — no per-return overage at any tier. Client count is the only limit. If you outgrow it, move up a tier.
per year
75 clients · 3 users · ~85 returns in a typical year. For solo practitioners and small teams starting their first season on Sophicor.
Get Startedper year
250 clients · 8 users · ~275 returns in a typical year. Designed for established firms that want flat, predictable pricing across the full pipeline.
Get Startedper year
600 clients · 15 users · ~660 returns in a typical year. For scaled practices running multi-preparer workflows. White Glove onboarding included.
Get Startedbuilt for your firm
Unlimited clients, returns, and users. Custom SLAs, named technical contact, priority roadmap input.
Contact SalesFlat at every tier. No per-return overage. No per-seat upcharges. No hidden vendor fees.
Save with multi-year prepay: 12% off at 2 years · 22% off at 3 years · applies to any tier.
You're evaluating a young company. So we made the terms do the reassuring — not a sales pitch.
The full Pro+Forge product for 30 days — no credit card to start. Request access and we'll set your firm up.
Full refund, no questions asked, within 30 days of payment. On multi-year prepay, year one is refundable; remaining years are cancelled rather than refunded.
Cancel anytime and take everything with you — a standard CSV/PDF export of every client and document. Your money back and your data out.
The first ten firms to come aboard get founding terms on any SKU, 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.
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.
How we count clients: one client = one filing relationship. Married filing jointly counts as one client. A linked entity that files its own return (1065, 1120, 1120-S, or 1041) is a separate client. A Schedule C sole proprietorship stays part of the same 1040 — not a second client. Return counts describe fit, not a metered cap.
Browser-based practice management with AI extraction and a calculation engine. Best for firms moving off legacy intake processes who want their own data sovereignty.
Explore Pro →Local automation agent for firms with established tax software workflows. Best for shops happy with their existing intake but tired of manual data entry.
Explore Forge →Everything in Pro + everything in Forge + the Variance Engine. Comparing two calculations every cycle until the platform of record question answers itself. The path to becoming the next-generation tax platform.
See Pricing →Start with a 30-minute discovery call. We'll walk through your current workflow, where Pro+Forge fits, and what the variance reading would look like for your firm in season one.