Tax intake chat for Spanish-speaking clients, built for CPA firms

Give Spanish-speaking clients a guided intake conversation in Spanish without changing the English workflow your firm uses. Clients answer questions and upload documents in the browser; your team receives a structured English briefing for review.

Spanish for the client. English for your firm.

The multilingual capability applies to the client-facing intake conversation. NILA's firm dashboard, onboarding, support, review workflow, and structured output are currently in English.

This is not a fully Spanish-localized version of the NILA application. It is a multilingual client-intake experience designed for CPA and EA firms whose clients are more comfortable answering tax-intake questions in Spanish.

A Spanish client-intake example

NILA

El año pasado reportaste ingresos de alquiler. ¿Todavía tienes esa propiedad?

Cliente

Sí, y compré otra propiedad en agosto.

NILA records the response, adds the newly mentioned rental to the checklist, and presents the relevant fact in English for the firm to review. It does not give the client tax advice.

How Spanish client intake works

  1. Your firm invites the client to complete intake in the browser.
  2. The client answers guided questions in Spanish and uploads documents from a phone or computer.
  3. NILA can reference prior-year information and ask follow-up questions about changes such as a new job, rental, business, or dependent.
  4. Your team reviews the resulting checklist, document status, and briefing in English.
  5. A CPA approves information before generating any supported export.

Best fit

  • CPA and EA firms serving Spanish-speaking households
  • Firms that currently depend on bilingual staff for repetitive intake calls
  • Practices replacing English-only organizers with guided conversation
  • Teams that want one consistent English review workflow

Pricing

There is no language surcharge. Plans start at $125/month or $1,200/year for up to 150 active clients. 7-day free trial. No credit card. No credit card required.

Start with NILA today.

7-day free trial. No credit card.

No credit card required.

Try the client intake conversation in Spanish. Your firm setup and reviewer workflow remain in English.

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