PRIVATE CLOUD · TAX AUTOMATION · 2026

Tax Automation You Actually Own.

NexFile™ lives inside your own infrastructure — whether you're a firm managing hundreds of returns or an individual filing your own. No shared servers. No per-seat billing. No vendor lock-in.

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THE THESIS

Intelligence without trust
is just noise.

01
YOUR DATA STAYS

Private cloud residency.

Client data never leaves infrastructure you control. No shared tenants. No mystery data centers. Audit trails, encryption, and access — all yours.

02
LAYER, DON'T REPLACE

AI as a support system.

Sophia AI handles exceptions, classification, and acceleration. Your professionals remain in control. AI augments judgment — it never bypasses it.

03
FLAT PRICING

No per-seat surprises.

One flat annual fee, sized to your firm. No per-seat billing. No per-document charges. Upgrade only when you outgrow your tier — never because a vendor wants to meter every click.

SEE IT WORK

Not a pitch deck.
A live product.

NexFile™ Pro is shipping. Explore the interactive showcase — no login, no form wall.

INTERACTIVE SHOWCASE Launch the Live Demo Opens in a new tab · No login · No form ↗
Live product nexfile-pro-showcase.web.app Shipping 2026
Explore NexFile™ Pro in Detail
THE PLATFORM

The NexFile™ family.

Four products. One philosophy. Start with NexFile™ Pro. Extend with NexFile™ Forge. NexFile™ Sync and NexFile™ Direct on the roadmap.

NexFile™ Pro

Practice management, client intake, document extraction, intelligent validation, and filing export. The complete tax automation suite for mid-market and enterprise firms.

Explore NexFile™ Pro

NexFile™ Forge

Tax software data entry in seconds. Forge extracts tax data from documents and populates your return directly — no copy/paste, no manual keying.

Learn About NexFile™ Forge

Shipping now · Onboarding starts May 2026

ROADMAP

NexFile™ Sync

Tax as a workplace benefit. Employees file, employers deploy — same private-cloud architecture, new audience.

Learn more → ROADMAP

NexFile™ Direct

Tax filing for individuals. A direct-to-consumer experience with the same ownership and privacy philosophy as the rest of NexFile™.

Learn more →
99.9% Accuracy On extraction of standard tax documents
90% Touchless Of routine returns processed without review
30s Extraction From upload to validated data fields
$0 Per-Seat Fees Flat annual pricing — users included in every tier
UNDER THE HOOD

Three engines.
One architecture.

THE VAULT

Security & sovereignty.

AES-256 encryption, private cloud residency, zero data sharing. §7216 disclosure restrictions satisfied by architecture — not policy.

THE EYE

Document intelligence.

OCR, classification, and entity extraction powered by Sophia AI. W-2s, 1099s, K-1s, 1098s, and all standard IRS forms. Anomaly detection and validation — without human review on routine cases.

THE ROBOT

Workflow automation.

Intake → Extraction → Validation → Review → Export. Zero manual handoffs. Integrates with leading tax preparation software and legacy systems. API-first.

Powered by Sophia AI Sophia AI

WHY NEXFILE

A different architecture,
not a different brochure.

How NexFile™ compares to legacy tax automation stacks — without naming names.

Capability NexFile™ Per-Return Pricing Platforms Legacy Practice Suites
Per-return fees Flat annual fee, tier-based $3–8 per return Variable / bundled
Private cloud residency Yes — your infrastructure No — shared SaaS No — shared SaaS
§7216 compliance posture Architectural Policy-based Policy-based
Practice management + extraction Integrated Extraction-only Practice-only
Tax software automation Native (Forge) API integration API integration
Workflow customization API-first Limited Limited

Categories, not competitors. We don't sell against names — we sell against architectures.

ORIGIN

Built by a practicing EA.
Not a product lab.

Someone sat inside a CPA firm for ten years. Not selling software. Not pitching investors. Sitting in the chair, doing the work — preparing returns, chasing documents, watching the best tax professionals he knew burn their sharpest hours on tasks a machine should have handled by 2015.

The tools existed. They just weren't built for the person using them. Every platform metered every click — punishing firms for growing. Every one shipped client data to servers the firm couldn't see, couldn't audit, couldn't control. The software was built for the seller, never the user.

One night after filing season, he stopped complaining and started building. One year of nights and weekends. No funding. No team. Just obsession — and the belief that the people doing the work deserve technology designed around their interests, not a vendor's quarterly targets.

Per-seat billing. Shared-tenant data. Policy-based compliance. Sophicor was built to stop all three — because intelligence without trust is just noise.

— Yatin Miglani

Founder & Enrolled Agent · Phoenix, AZ

"Obsession beats talent. Every time."

NEXT STEP

Ready to own
your tax automation?

Start with a discovery call. 30 minutes. No pitch. Just a conversation about your firm's workflow.

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