Pricing

Simple pricing based on your client book.

Firm-level pricing based on the clients you serve. Choose annual billing to save 20%, or pay monthly and cancel anytime.

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Save 20%, billed annually. Cancel your renewal anytime.

SOLO

Up to 150 active clients

$1,200/yr

As low as $8/client/year

Effective cost at full plan capacity

Entity returns included

Intake through return delivery included
Firm-level pricing based on your client book
Guided Launch included

Smaller practices with up to 150 active clients.

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GROWTH

Up to 500 active clients

$3,600/yr

As low as $7.2/client/year

Effective cost at full plan capacity

Entity returns included

Intake through return delivery included
Firm-level pricing based on your client book
Guided Launch included

Growing practices with up to 500 active clients.

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PRACTICE

Up to 1,500 active clients

$7,200/yr

As low as $4.8/client/year

Effective cost at full plan capacity

150

Entity returns included

Intake through return delivery included
Firm-level pricing based on your client book
Guided Launch included

High-volume practices with up to 1,500 active clients.

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Entity returns

Complexity does not automatically cost more

Each plan includes entity returns equal to 10% of its client capacity. Entity returns include S-Corp (1120-S), C-Corp (1120), Partnership (1065), and LLCs filing an entity return.

Schedule C and Schedule E clients count as active clients and do not incur an additional entity-return charge.

Additional entity returns: $30/year each

Need a little more room?

Add 100 active clients and 10 included entity returns for $450/year. If the next block reaches the following tier, we automatically recommend that tier instead.

Pricing calculator

Find the least expensive fit for your client book.

Enter your total active clients and entity returns. We’ll account for included capacity, expansion blocks, and entity overages.

Total active clients

Include individual, Schedule C/E, and entity clients.

Entity returns

Enter 1120-S, 1120, 1065, and LLC entity filings.

Estimate only. Contact us if your client mix or rollout needs a more tailored option.

Your estimated NILA plan

SOLO + 3 client blocks

Capacity: 450 clients

SOLO base$1,200

3 × 100-client blocks$1,350

45 entity returns included$0

15 additional entity returns$450

Estimated total$3,000/year

Effective cost: $7.5 per active client/year

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Guided Launch

Easy to set up. Supported through rollout.

Guided Launch is included with every paid plan. NILA can be set up quickly; we help your firm introduce it to real clients with a controlled rollout.

Step 1

Start together

Meet with us to confirm your intake workflow and prepare your first client list.

Step 2

Pilot with real clients

Run a focused pilot with up to five clients and review the experience before expanding.

Step 3

Roll out with confidence

Get administrator guidance and 30 days of launch support as your firm adopts NILA.

Need bulk import help, additional staff training, integration testing, or a phased rollout plan? Contact us for white-glove options.

Optional advanced capabilities

The core NILA plan handles intake through return delivery.

Insights, Validate, and Connect are optional modules for firms that want deeper analysis, document-level validation, or tax-software workflows.

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 and approval, and structured Excel export.

Connect

Requires Validate

$800/yr

Generate approved Smart ZIP and Lacerte GL Bridge export packages from reviewed data.

Larger or specialized firm?

Let’s price your exact client book.

We can create a custom capacity, entity mix, onboarding, or rollout option for firms with more than 1,500 active clients.

Security in every plan

Built for sensitive tax data.

Mandatory 2FA, encrypted cloud storage, full audit trails, and no model training on client data are included across NILA.

Review NILA security

7-Day Free Trial

Try NILA with up to five real clients. No credit card required.

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Pricing FAQ

Common pricing questions

How does the 7-day free trial work?: Try NILA with up to five real clients for seven days — no credit card required. NILA is paid software with a trial, not a separate free plan.
Is there a setup fee?: No mandatory setup fee. Guided Launch is included with every paid plan. If your firm needs bulk data cleanup, additional training, integration testing, or a tailored rollout, contact us for white-glove options.
What's included in every tier?: Multilingual client-facing intake chat, smart checklist generation, prior-year document analysis, document upload and classification, client reminders, return delivery, 8879 e-sign, the CPA briefing agent, and Guided Launch. The firm-facing workflow and output are in English. Entity returns are included up to 10% of your purchased client capacity.
What are the add-ons?: Insights adds year-over-year comparisons and practice dashboards. Validate adds box-level document extraction, a human review queue, and structured Excel export. Connect, which requires Validate, generates approved Smart ZIP and Lacerte GL Bridge export packages. The base plan already handles intake through return delivery; these modules are optional.
How do 100-client blocks work?: A block adds 100 active clients and 10 included entity returns for $47 per month or $450 per year. Blocks are available only while they stay below the next plan tier. If another block would reach or pass the next tier, we recommend that tier instead.
What counts as an entity return?: S-Corp (1120-S), C-Corp (1120), Partnership (1065), and LLCs filing an entity return. Schedule C and Schedule E clients count as active clients but do not incur an additional entity-return charge. Additional entity returns are $3.13 per month or $30 per year each.
What's the difference between monthly and annual billing?: Monthly plans are billed each month and can be canceled anytime. Annual plans save 20%, are billed once per year, and can have renewal canceled anytime. Annual payments are not prorated when canceled during the term.
What does Guided Launch include?: We help confirm your intake workflow, prepare your first client list, pilot NILA with up to five real clients, and support your administrator during the first 30 days of rollout. Additional implementation help is available for firms with more complex needs.
Can I contact NILA even if the calculator recommends a self-serve plan?: Yes. Every estimate includes an option to contact us. We can discuss unusual client mixes, seasonal rollout, onboarding needs, or a custom plan for firms above 1,500 active clients.