Lacerte integration
NILA collects client tax information through AI conversation, then generates a Lacerte GL Bridge export mapped to Lacerte screen codes. Built alongside a real Lacerte firm with hundreds of clients. Your team opens Lacerte, references the export, and preps the return.
Built with a real Lacerte firm
Most intake tools claim to "integrate with Lacerte." NILA's Lacerte GL Bridge was designed in collaboration with Financial Solutions Plus, a multi-hundred-client CPA firm in Irvine, California, that uses Lacerte as their primary tax software.
Every screen code mapping, every field, every export format was validated against a real Lacerte workflow. Not a test environment. Not a demo dataset. A real firm, a real tax season.
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.
Built alongside a real tax season at Financial Solutions Plus, a multi-hundred-client CPA firm in Irvine, California.
How it works with Lacerte
You send your client a link. NILA guides them through intake in their language, English, Spanish, Farsi, or Hindi. NILA asks follow-up questions, discovers the rental income they forgot to mention, and builds their complete document checklist.
NILA's validation tab shows every extracted field with a confidence score. High-confidence extractions are pre-approved. You review flagged items, correct if needed, and mark complete.
NILA generates a Lacerte-mapped Excel file. Each income source is mapped to its Lacerte screen code. Open it alongside Lacerte and complete the return without re-keying a single income figure.
Lacerte screen code mapping
W-2 wages, withholding, employer
Source in NILA
W-2 document extraction
Interest income
Source in NILA
1099-INT extraction
Dividend income
Source in NILA
1099-DIV extraction
State and local tax refunds
Source in NILA
1099-G extraction
Schedule C (business income) income
Source in NILA
AI entity discovery + conversation
Capital gains
Source in NILA
1099-B extraction
Schedule E (rental + passthrough) + passthrough
Source in NILA
AI entity discovery + document
Social Security benefits
Source in NILA
SSA-1099 extraction
S-Corp and Partnership K-1s
Source in NILA
K-1 document extraction
Also included: Data Conductor CSV for client demographic import (name, SSN, DOB, filing status, dependents).
Pricing
Plans scale with your client roster. Every tier includes Lacerte GL Bridge export and multilingual AI intake.
| 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 |
30-day pilot for $1,000, fully credited toward your annual contract. Lacerte firms validate the GL Bridge export against their real workflow during the pilot before committing.
Book a Demo to Start Your PilotFrequently asked questions
Book a 15-minute demo. We'll run a real client intake and show you the Lacerte export, screen code by screen code.