FLAGSHIP · THE COMPLETE FIRM · 2026

NexFile™ Pro+Forge The Complete Firm.

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.

Two products. One pipeline.

NexFile™ Pro is the firm's brain — every client, every document, every calculation. NexFile™ 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.

Document in. Return out. Variance tracked.

// 01 · INTAKE

NexFile™ Pro

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.

// 02 · AUTOMATION

NexFile™ Forge

The local agent populates your existing tax software automatically. Hands-free workflow. Zero transcription errors. One-click export.

// 03 · VARIANCE

The Engine

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.

Everything in Pro and Forge — plus the Engine.

The Vault

AES-256 encryption. SSNs stripped and stored in Google Secret Manager. Private cloud residency. §7216 compliant by architecture, not by policy.

The Eye

Sophia AI document intelligence. All standard IRS forms. Confidence scoring on every field. Fraud detection built in.

The Robot

Hands-free workflow automation. Local agent populates your tax software directly. Zero manual entry. One-click export.

Practice Management

Complete client organizer, intake, calculation engine. Multi-preparer with audit trail. Browser-based, runs in your Workspace.

Variance Engine

Pro+Forge exclusive. Compares Sophicor's calculation against your tax software on every return. The foundation for becoming the platform of record.

White Glove Onboarding

Business and Enterprise tiers include dedicated implementation. Your firm running on NexFile™ in days, not months.

Flat. Predictable. No overage.

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.

Starter

$4,499

per year

75 clients · 150 returns · 3 users. For solo practitioners and small teams starting their first season on NexFile™.

Get Started

Business

$14,999

per year

600 clients · 1,000 returns · 15 users. For scaled practices running multi-preparer workflows. White Glove onboarding included.

Get Started

Enterprise

Custom

built for your firm

Unlimited clients, returns, and users. Custom SLAs, named technical contact, priority roadmap input.

Contact Sales

Flat 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.

Pro alone. Forge alone. Pro+Forge together.

// THE BRAIN

NexFile™ Pro alone

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 →
// THE HANDS

NexFile™ Forge alone

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 →
// THE COMPLETE FIRM

Pro+Forge together

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 →

Ready to run
the complete pipeline?

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.