SOLO
Up to 150 active clients
$1,200
/year or $125/month
As low as $8/client/year
15
Entity returns included
Smaller practices with up to 150 active clients.
7-day free trial · No credit card required
Tax intake that runs itself.
Clients chat with NILA in their own language, like texting. NILA finds the K-1s they forgot, builds the checklist, organizes the docs, and hands your team a return-ready briefing.
- No credit card to start
- Setup in 60 seconds
- 2FA secured
- 8879 e-sign included
app.with-nila.com / client / intake
Client chat: Spanish
CPA briefing: live
✓W-2 · Bank of America
VERIFIED✓Schedule E · Property #1
VERIFIED!Schedule E · Property #2 (NEW)
REVIEW?1099-INT · Chase (missing)
CHASE✓Dependents · 2 (unchanged)
VERIFIEDMultilingual client intake
Clients can complete intake in their preferred language.
Españoles
中文zh
한국어ko
فارسیfa
Tiếng Việtvi
日本語ja
Firm workflow in EnglishThe real cost of manual intake
Eight workweeks. Gone to chasing documents.
Industry analysis of mid-market CPA firms found the average firm loses over 340 staff hours per tax season just collecting and organizing client documents. That's highly trained staff doing work that requires zero tax expertise.
340+
Staff hours lost
Per tax season, chasing missing documents and decoding incomplete organizers.
8
Full workweeks burned
On work that requires zero tax expertise and zero billable hours.
$55k
In unbillable staff time
Per season, per firm. The intake tax, paid in burnout and missed K-1s.
How NILA works
Three jobs. One continuous flow.
From client invite to CPA-reviewed export. NILA handles the repetitive part before prep starts, so your team's time goes to work that actually needs a CPA.
Multilingual client intake chat. Zero app downloads.
Clients open a link, complete the intake conversation in their preferred language, and upload documents from anywhere. Your firm manages the workflow and reviews the output in English.
- Client-facing intake conversation supports multiple languages
- Firm dashboard, review workflow, and output remain in English
- Drag-and-drop or ZIP upload. AI auto-classifies on upload
- SMS + email reminders. Nothing falls through.
app.with-nila.com (Mandarin)
你好，李先生！我看到您去年报税时申报了一份W-2。今年还在同一家公司工作吗？
是的，但去年12月换了部门，工资也涨了。
Got it. Same employer, role change in December. I'll flag that for your CPA to confirm.
↳ Auto-translated · checklist updated · CPA notified
Why CPAs switch to NILA
Paper organizer vs. portal vs. conversation.
Most intake tools digitize the same broken organizer. NILA replaces it with a chat that adapts to each client, in their language.
| Capability | Paper organizer | Soraban | TaxDome | BEST FITNILA |
|---|---|---|---|---|
| Multilingual client chat | No | English-only forms | English-only forms | Multiple client languages |
| Adaptive conversation | Static PDF | Smart questionnaire | Form fields | AI chat, branching |
| Discovers missed K-1s / rentals | No | No | No | Entity discovery |
| Prior-year intelligence | No | Pre-fills only | Pre-fills only | Compares & flags gaps |
| Reviewed export formats | Manual | Yes | Yes | Excel, Smart ZIP, Lacerte |
| Return delivery + 8879 e-sign | Manual / separate | Not included | Built-in | Included — all entity types |
| Setup time | Weeks (printing) | Onboarding session | Days of config | 60 seconds |
NILA saves us 45+ minutes per client on intake follow-up. Across hundreds of clients, that's a significant number of hours recovered every season.
Pricing
Simple pricing based on your client book.
Firm-level pricing based on the clients you serve. Pay annually and save 20%, or choose monthly billing and cancel anytime.
GROWTH
Up to 500 active clients
$3,600
/year or $375/month
As low as $7.2/client/year
50
Entity returns included
Growing practices with up to 500 active clients.
PRACTICE
Up to 1,500 active clients
$7,200
/year or $750/month
As low as $4.8/client/year
150
Entity returns included
High-volume practices with up to 1,500 active clients.
Effective client cost shown at full annual plan capacity. Compare monthly and annual pricing.
Entity returns
Complexity does not automatically cost more
Each plan includes entity returns equal to 10% of purchased client capacity. Schedule C and Schedule E clients count as active clients and do not incur an additional entity-return charge.
Additional entity returns: $30/year or $3.13/month eachNeed a little more room? Add 100 active clients and 10 included entity returns for $450/year or $47/month. If the next block reaches the following tier, we recommend that tier instead.
Optional add-ons
The core plan handles intake through return delivery.
Add deeper analysis, document validation, or approved export packages only when your firm needs them.
Insights
$800/year or $85/month
Year-over-year client comparisons, AI feedback on completed returns, and practice-wide dashboards.
Validate
$1,200/year or $125/month
Box-level extraction from every document, human review and approval, and structured Excel export.
Connect
Requires Validate$800/year or $85/month
Generate approved Smart ZIP and Lacerte GL Bridge export packages from reviewed data.
Example — 400 active clients, 60 entity returns
Least-cost annual estimate: SOLO with 3 client blocks
SOLO base$1,200
3 × 100-client blocks$1,350
15 entity returns over allowance (60 − 45)$450
Total$3,000
7-day free trial.
No credit card required.
Built for client data
Security that closes the objection.
Mandatory 2FA on every account. SOC 2 Type II in progress. Encrypted cloud storage for all client documents. We never train AI models on client data.
Mandatory 2FA
SMS-based 2FA enforced on first login. No exceptions.
SOC 2 in progress
Type II certification underway. Auditor engaged.
No model training
Client data never used to train any AI model. Period.
Audit trails
Every document action logged. Full traceability.
FAQ
The honest answers.
NILA's client-facing intake conversation supports multiple languages, including Spanish, Mandarin Chinese, Korean, Farsi, Vietnamese, and Japanese. The firm dashboard, onboarding, support, review workflow, and structured output are currently in English.
Today NILA provides three reviewed export formats: structured Excel, Smart ZIP, and Lacerte GL Bridge. These are export workflows, not native API interfaces for Drake, ProSeries, or CCH Axcess. Your CPA reviews extracted fields before generating any export.
NILA is built with explicit advice deferral. It gathers facts only. It never opines on filing status, deductions, or strategy. Every advice-adjacent question gets routed back to your team. This is intentional and non-negotiable.
About 60 seconds for the firm. Add your first client, upload their prior year return, and NILA auto-builds their checklist. The client gets a login email and 2FA setup. No app download, no training.
Mandatory 2FA on every account. Documents stored in encrypted cloud storage. AI runs in isolated environments with no model training on client data. SOC 2 Type II audit in progress. Full audit trails on every action.
Start with a 7-day free trial for up to five real clients — no credit card required. We'll review your request and email your login credentials within one business day. Paid tiers: Solo $125/month or $1,200/year, Growth $375/month or $3,600/year, and Practice $750/month or $7,200/year.
Stop chasing tax documents. Start free today.
7-day free trial. No credit card.
Intake, return delivery, and 8879 e-sign — all included.