Frequently Asked Questions – NextGen efile Access

Keep things simple as you learn to use our NextGen eFile Access

How To View File Status | NextGen efile Access

In this video, Heidi shows us how to view file status on the new NextGen efile Access. Please check out our other tutorials to learn how to navigate different areas of the website.

How To Upload a File | NextGen efile Access

In this video we show you how to upload a file to the new NextGen efile Access.

Login and Dashboard | NextGen efile Access

In this video we detail the login process and Dashboard navigation on the new NextGen efile Access.

How To Upload Desk Audit Files | NextGen eFile Access

In this video we show you how to upload Desk Audit files in the new NextGen eFile Access.

To view a written tutorial, click here.

Desk Audit Files | How To View Status and Upload Corrections

In this video we show you how to view the status and upload corrections for desk audit files in the new NextGen eFile Access.

To view a written tutorial, click here.

How To Change Your Password | NextGen efile Access

In this video we detail the process of how to change your password on the new NextGen efile Access.

To view a written tutorial, click here.

How To Upload a Correction Request | NextGen eFile Access

In this video we show you how to upload a correction in the new NextGen efile Access.

Where To Find Compliance Forms | NextGen efile Access

In this video we go over where to find Compliance forms on the new NextGen efile Access.

How To Use Instant Chat and Contact Support Features

In this video Heidi explains our instant chat feature and contact support feature on NextGen eFile Access.

How To Customize List Views

In this video, Heidi explains how to customize list views on the new NextGen eFile access.

Frequently Asked Questions

How do I navigate the Dashboard?
We understand that using a new website can be tricky, so we have created a video tutorial (click here) and a written tutorial (click here) that will guide you through each portion of the login and Dashboard pages on NextGen.
How do I upload a new file?
Uploading a file to NextGen is as easy as 1,2,3! To view a “How To” video tutorial, click here. To view a written tutorial, click here.
How do I view the status of a file?
We have created handy step by step tutorials to help you find the status of any file. Click here to view a video tutorial. Click here to view a written tutorial.
How do I view a Correction Request?
Please click here for a written tutorial on how to view a Correction Request.
How do I upload a requested correction for review?
Once you have completed all corrections, you will want to upload those to the website for approval. To learn where to upload corrections click here for a video tutorial or click here for a written tutorial.

Where do I find Compliance Forms?
NextGen features a Compliance Forms Library equipped with all Preferred and State Compliance forms. To learn how to view/print these forms click here for a video tutorial or click here for a written tutorial.

What if I forget My Password?
To learn how to change your password click here for a video tutorial or click here for a written tutorial.

If you were unable to find the answer to your question above, please click here to contact a member of our team.