NEXFILE PRO

Practice Management In Your Own Cloud.

AI-powered document extraction and practice management. Tax content stays in your firm's Google Workspace. Verification-required for every extracted field. Flat annual fee — no per-seat, no surprise billing.

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Six-Step Workflow

From document upload to tax software export in one integrated pipeline

01 📄

Upload

Clients or staff upload documents securely

02 👁️

Extraction

AI reads documents in 30 seconds

03 ✅

Validation

Confidence scoring on every field

04 👨‍💼

Review

Preparer verifies flagged items only

05 📊

Export

Data populates to your tax software automatically

06 📈

ROI

Track time and accuracy gains per return

Sophia AI Intelligence Layer

Document intelligence that supports, never replaces, professional judgment

Four Capabilities

  • Auto-ID: Document classification and field location mapping
  • Variance Verification (In Development): Variance engine flags suspicious values, duplicate entries, and outliers
  • Logic Checks: Validates relationships between fields and calculated totals
  • Adaptive Learning: Improves accuracy from your corrections over time

Sophia supports your professionals. She does not replace them. Every decision remains under human control, with confidence scores and audit trails for all flagged items.

Sophia AI
Guided by Sophia AI

Three Engines Under the Hood

🛡️
THE VAULT

Security Layer

AES-256 encryption. Full SSN values stored in Google Cloud Secret Manager — your data sheet holds only secret resource references. Private cloud residency. §7216 compliant by architecture.

👁️
THE EYE

Document Intelligence

Google Vision AI for spatial field mapping. Reads W-2s, 1099s, K-1s, 1098s, and all standard IRS forms. Confidence scoring on every field. Variance verification (in development).

⚙️
THE ROBOT

Automation Engine

Orchestrates the full workflow. Populates your tax software automatically. Zero transcription errors. One-click export.

Why Private Cloud

Data Sovereignty

Your client data never leaves your infrastructure. You control encryption keys, access logs, and retention policies. No third-party data sharing.

§7216 Compliance

Private cloud deployment satisfies disclosure restrictions by design. Data never leaves your environment. No vendor policy changes can affect your compliance posture.

Flat Pricing

One annual fee sized to your client count. No per-seat, no per-document, no surprise billing. Upgrade only when your firm outgrows its tier — never because a vendor wants to meter another action.

Pricing

Flat annual fee. No per-seat, no per-return. Pick the tier that matches your client count.

Walkthrough
Free

30-min · founder-hosted

  • Live product walkthrough
  • Sized to your firm
  • No obligation
Book a Walkthrough
Starter
$2,499

per year

  • 75 clients
  • 3 users
  • Sophia OCR on all doc types
  • Email support
Get Started
Professional
$4,999

per year

  • 250 clients
  • 8 users
  • Sophia OCR on all doc types
  • Priority support
Get Started
Business
$8,999

per year

  • 600 clients
  • 15 users
  • Dedicated Slack channel
  • White Glove included
Get Started
Enterprise
Custom

built for your firm

  • Unlimited clients
  • Unlimited users
  • Custom SLAs
  • Named technical contact
Contact Sales

Save with Multi-Year

Lock in your rate and prepay for the long term.

  • 2-year prepay: 12% off
  • 3-year prepay: 22% off
  • White Glove onboarding: $999 (included in Business & Enterprise) · Purchase standalone →

Frequently Asked Questions

What document types does Sophicor Pro support?

Sophicor Pro supports all standard tax documents: W-2s, 1099s (all variants), K-1s, 1098s, and other IRS forms. Upload any PDF or JPG, and Sophia AI will attempt extraction with a confidence score.

How long does extraction take?

Typically 30 seconds per document. High-volume batches are processed in parallel, so uploading 100 documents processes in under 2 minutes.

Can I integrate with my existing tax software?

Sophicor Pro exports directly to your tax preparation software via the Forge add-on (currently supporting leading tax preparation software, with more integrations on the roadmap). API access is available for custom integrations. Contact our support team for integration support.

Are there limits on clients, users, or documents?

Sophicor Pro tiers are sized by client count: Starter (75), Professional (250), Business (600), Enterprise (unlimited). Each tier includes a set number of user seats and unlimited document uploads within that tier. No per-seat, no per-return, no per-document fees — upgrade only when your firm grows past the client cap.

What happens to my data if I cancel?

Your data is always yours. On cancellation, you have 30 days to export all client data and documents. We provide a complete data dump in standard formats (CSV, PDF, etc.).

How does §7216 compliance work?

Sophicor Pro meets §7216 requirements by design: data residency (stays in your infrastructure), access controls (you manage), audit trails (complete logging), and encryption (AES-256). No third-party vendor access to client data.

Ready to Automate Your Practice?

Watch a Loom demo or book a 30-minute walkthrough with the founder.

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// PAIR WITH FORGE · UNLOCK THE VARIANCE ENGINE

Run Sophicor™ Pro with Forge.

Pro is the firm's brain — the calculation engine, the organizer, the sovereignty layer. Pair it with Sophicor Forge and the Variance Engine compares two independent calculations on every return, every cycle. The path to becoming the platform of record across all return types.

See Sophicor Pro+Forge Compare Pricing