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
Client chat: Spanish
CPA briefing: live
Multilingual by design
NILA chats with your clients in any language.
The 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.
Staff hours lost
Per tax season, chasing missing documents and decoding incomplete organizers.
Full workweeks burned
On work that requires zero tax expertise and zero billable hours.
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 intake chat. Zero app downloads.
Clients open a link, chat with NILA in their own language, and upload documents from anywhere. No app, no portal training, no organizer PDFs.
- Native chat in any language your clients speak
- Output always normalized to structured 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 | Any language |
| 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 |
| Drake / Lacerte export | Manual | Yes | Yes | Yes (Excel) |
| 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 |
| Starting price | $0 + 340 hrs | $1,000+/mo | $800+/mo | $399/mo |
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
Pricing built for how your firm actually works.
Flat annual pricing that scales with your book. Business returns included up to 10% of your tier — only heavier-mix firms pay more.
FREE
Up to 5 clients
$0
30 days · Free tier*
Try it on a real slice of your book. No credit card.
SOLO
Up to 150 clients
$1,200
/yr
Solo EAs and single-owner CPAs.
GROWTH
Up to 500 clients
$3,600
/yr
Growing firms with 2–5 staff.
PRACTICE
Up to 1,500 clients
$7,200
/yr
Multi-partner firms, still self-serve.
ENTERPRISE
1,500+ clients
Custom
Let's talk
Book a call — we'll price your exact book.
*Free tier valid for 30 days from signup.
Beyond the included business returns
Business returns above your tier's allowance
Business returns (S-Corp, C-Corp, Partnership, LLC filing as corp) count as included up to 10% of your tier's client cap. Above that, each additional business return is billed at a flat rate — well below what you charge your own clients for a business return.
$30 per business return over allowanceSlightly over your tier cap on total clients? Add a block of +100 clients for $450/yr instead of jumping a full tier.
Add-ons
Add-ons — stack on any paid tier
Insights
$800/yr
Year-over-year client comparisons, AI feedback on completed returns, and practice-wide dashboards.
Validate
$1,200/yr
Box-level extraction from every document, human review & approve, canonical Excel export.
Connect
Requires Validate$800/yr
Push approved data straight into Lacerte or Drake — no more re-keying.
Example — Firm with 400 clients (60 business), Growth tier
30-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 AI can chat with clients in essentially any language they speak: Spanish, Mandarin, Arabic, Farsi, Hindi, Vietnamese, Tagalog, and many more. The output to your team is always normalized to structured English, so your CPAs review in one consistent format.
Today: structured Excel export for Drake and Lacerte workflows. CPAs validate extracted fields once, then import. Deeper direct integrations are on the roadmap.
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 30-day free trial — no credit card required. We'll set up your account and email credentials within a few hours. Paid tiers: Solo $1,200/yr, Growth $3,600/yr, Practice $7,200/yr. Prefer to start smaller? The free tier gives you up to 5 clients for 30 days at no cost.
Stop chasing tax documents. Start free today.
30-day free trial. No credit card.
Intake, return delivery, and 8879 e-sign — all included.