Structured Excel
Download reviewed values in a clear workbook for reference, reconciliation, or your firm’s existing process.
- Human-readable field labels and values
- CPA approval required before download
- Portable across firm workflows
Reviewed data, exported in the formats available today.
NILA currently provides three live export formats: structured Excel, Smart ZIP, and Lacerte GL Bridge. Your CPA reviews and approves extracted data before generating any export.
Live export formats
Three options. No inflated claims.
Smart ZIP
Download an organized document package with an income summary cover sheet and files sorted by entity and document type.
- Income summary cover sheet
- Documents organized by entity
- Ready for review and workpaper storage
Lacerte GL Bridge
Generate a Lacerte GL Bridge export for supported income items after reviewed data is approved in NILA.
- Mapped Lacerte fields for supported forms
- One-time local folder setup
- Designed for the Lacerte workflow
What “export” means at NILA
These are reviewed export workflows, not native API interfaces. NILA does not currently claim live Drake, ProSeries, CCH Axcess, or bookmarked-PDF integrations.
How exporting works
CPA review stays in control.
- NILA organizes intake answers and uploaded documents.
- Validate extracts fields for human review and approval.
- Your team chooses structured Excel, Smart ZIP, or Lacerte GL Bridge.
- NILA generates the approved export package.
Test the exports with a real client workflow.
Start a 7-day trial with up to five real clients. No credit card required.