Drake integration
NILA collects client tax information through AI conversation, then generates a Drake-ready Excel export mapped to Drake screen codes. Your team opens Drake, references the export, and preps the return. No re-keying. No chasing missing documents.
The problem
Every tax season, your clients send documents. Your staff reads them, opens Drake, and types the same numbers in manually. W-2 wages. 1099-INT. Dividends. Schedule C income.
NILA collects all of that through AI conversation before prep begins, in the client's language, and hands it to you in a format that maps directly to Drake. You verify, you prep, you file. The data entry is already done.
How it works with Drake
You send your client a link. NILA guides them through intake in their language, English, Spanish, Farsi, or Hindi. NILA asks follow-up questions, finds the Schedule C they forgot to mention, and collects every document on their checklist.
NILA's validation tab shows you every extracted field with a confidence score. You approve, correct, or skip. High-confidence fields are pre-approved. You only touch what needs your judgment.
Once validated, NILA generates a Drake-ready Excel workbook. One tab per screen code. Column A: screen code. Column B: field name. Column C: extracted value. Open it alongside Drake and prep the return.
What's in the Drake export
Wages, withholding, employer info
Source in NILA
W-2 document extraction
Dividend income by type
Source in NILA
1099-DIV extraction
Interest income
Source in NILA
1099-INT extraction
Government payments, unemployment
Source in NILA
1099-G extraction
Miscellaneous + nonemployee compensation
Source in NILA
1099-MISC / 1099-NEC
Social Security benefits
Source in NILA
SSA-1099 extraction
Schedule C business income + expenses
Source in NILA
AI entity discovery + conversation
Rental income, K-1 passthrough
Source in NILA
AI entity discovery + document
S-Corp and Partnership K-1s
Source in NILA
K-1 document extraction
Capital gains transactions
Source in NILA
1099-B extraction
Depreciation (assets, date, cost, method), date, cost, method
Source in NILA
AI conversation + prior year
Pricing
At $399/month for up to 300 clients, NILA costs less than the time your team spends manually entering data for a single complex return.
| Plan | Clients | Monthly |
|---|---|---|
| Solo / Small Practice | Up to 300 | $399/mo |
| Growing Firm | 301–600 | $599/mo |
| Established Firm | 601–1,000 | $799/mo |
| Large Practice | 1,001–1,500 | $1,249/mo |
Start with a 30-day pilot for $1,000, fully credited toward your annual contract. Test the Drake export format with real clients before you commit.
Book a Demo to Start Your PilotFrequently asked questions
Book a 15-minute demo. We'll show you a completed intake and the Drake export, on a real client file.