Extract tax data from documents. Verify the data. Populate your tax software automatically. No copy/paste. No manual data entry. One click, fully populated.
Extract → Verify → Populate Your Tax Software
Upload tax documents (W-2s, 1099s, etc.)
Review and correct extracted data
Sophicor Forge automatically fills your tax return
Sophicor Forge is laser-focused on tax software automation. Nothing else. Sophicor Pro is the full practice management suite. Sophicor Forge fits firms that already have practice management covered.
Sophicor Forge starts at $2,999/yr. Pair with Sophicor Pro for the Sophicor Pro+Forge flagship — or buy Sophicor Forge standalone if you only need tax software population.
Sophicor Forge connects directly to your tax software via XML import. No API key required. Works with your existing workflows. No retraining needed.
Flat annual fee, sized to your return volume. Upgrade as your firm scales.
30-min · founder-hosted
per year
per year
built for your firm
*Above tier cap: $20 / return, billed on overage. Most firms upgrade tier before hitting cap.
Lock in your rate and prepay for the long term.
Get the full pipeline — practice management plus tax-software automation — at roughly 20% off buying Sophicor Pro and Sophicor Forge separately.
Pro+Forge tiers have no per-return overage. Return counts describe fit, not a metered cap.
Sophicor Forge currently integrates with leading tax preparation software via XML import, with additional integrations on the roadmap. Contact our support team to confirm compatibility with your specific setup.
Sophicor Forge is optimized for W-2s, 1099s (all variants), K-1s, and 1098s. Other tax documents can be extracted and reviewed, but may require additional manual mapping to your tax software forms.
Yes. In fact, we recommend it. Sophicor Pro handles practice management and document intake. Sophicor Forge handles the tax software export. Together, they form Sophicor Pro+Forge — our flagship pipeline with the Variance Engine. Pro+Forge pricing is available.
No per-return billing within your tier. Each Sophicor Forge standalone tier includes a generous annual return allowance (150 / 400 / 1,000, Enterprise unlimited). If you exceed your Forge tier cap mid-year, additional returns are $20 each — or you can upgrade tier at a prorated rate.
Pro+Forge tiers are different. Sophicor Pro+Forge has no per-return overage at any tier. If you're close to your return cap or want the peace of mind of a truly flat annual fee, the flagship Pro+Forge removes that variable entirely.
Watch the walkthrough above or book a 30-minute guided demo with the founder.
Book a DemoForge is the firm's hands — the local automation agent that populates your existing tax software. Pair it with Sophicor Pro and the Variance Engine compares two independent calculation paths on every return. Verification, not vendor trust.