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
NexFile™ Forge automatically fills your tax return
NexFile™ Forge is laser-focused on tax software automation. Nothing else. NexFile™ Pro is the full practice management suite. NexFile™ Forge fits firms that already have practice management covered.
NexFile™ Forge starts at $2,999/yr. Bundle with NexFile™ Pro for complete automation — or buy NexFile™ Forge standalone if you only need tax software population.
NexFile™ 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.
10 free returns · time-unlimited
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 NexFile™ Pro and NexFile™ Forge separately.
NexFile™ Forge currently supports Drake (2021 and later) via XML import, with additional tax software integrations on the roadmap. Contact our support team to confirm compatibility with your specific setup.
NexFile™ 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. NexFile™ Pro handles practice management and document intake. NexFile™ Forge handles the tax software export. Together, they automate the entire workflow. Bundle pricing is available.
No per-return billing within your tier. Each NexFile™ Forge tier includes a generous annual return allowance (150 / 400 / 1,000, Enterprise unlimited). If you exceed your tier cap mid-year, additional returns are $20 each — or you can upgrade tier at a prorated rate. The intent: flat predictable pricing for the returns you actually run, with a safety valve if you grow faster than expected.