Conversational Intake
NILA replaces the long organizer with a guided chat: life changes, income, deductions, prior-year confirmation, and a final catch-all. One question at a time, about eight to twelve exchanges, with progress saved automatically.
Your firm charges $300–$2,000 per return.
How much are you losing on intake?
Every hour your staff spends chasing documents, sending organizers, and decoding client emails is an hour you can't bill. NILA replaces your tax organizer with an AI conversation your clients will actually complete — in any language.
The real cost of manual intake
0
clients
0
min each
0+
hours lost
At $40/hour blended staff cost, that's $4,000–$6,000 in unbillable admin work. Every tax season. Before you even open the first return.
How NILA works
Six steps. Most of the work happens while you sleep.
Create a Client
You open the dashboard, add the client with name, email, filing status, and any known businesses. NILA creates the record and sends an invitation email automatically — so you are not copying links by hand.
Upload Prior Year Return
Drop in last year’s 1040 as a text-based PDF. NILA extracts employers, businesses, rentals, K-1 entities, and filing status, then drafts a checklist tailored to that client’s real situation — not a generic organizer.
Send Intake Access
Publish the checklist and NILA emails the client secure login credentials. On first login they set a new password and land in the intake experience — clear, guided, and ready to go.
Client Chats with NILA
NILA greets them by name and walks through life changes, income, deductions, and prior-year confirmation — one question at a time, in whatever language they type. They can pause and finish later; progress saves automatically.
Client Uploads Documents
After intake, the client uses the checklist tab. Each upload is classified, matched to the right row, and checked for mismatches. Unsure items can be marked “Doesn’t Apply to Me” for your review.
CPA Reviews the Intake Results
Open the Intake Results panel: urgent flags first, then signals with confidence levels and the client’s exact words. Add to the checklist, mark optional, or update the entity profile in a click — then move on with a structured briefing.
Built for the intake conversation itself
Entity Discovery
When a client mentions a rental, side business, K-1, or change in household, NILA treats it as profile-level discovery — not a stray checkbox. You get action items with their exact words, including structured rental address capture when it applies.
Multilingual Support
Clients write in Spanish, Farsi, Tagalog, Hindi, Arabic, Chinese, Korean, Vietnamese, or any other language — including romanized scripts. NILA does not ask them to switch to English. Your briefing stays in English.
Year-Over-Year Intelligence
After a text-based prior-year PDF is uploaded, NILA seeds the conversation from last year’s profile. Instead of blank W-2 questions, NILA asks what changed — so clients feel recognized and you get a real year-over-year diff.
Smart Document Checklist
Uploads are classified, matched to checklist rows, and checked for tax year mismatches before you see them. Clients can mark “Doesn’t Apply to Me” when they are unsure, routing those lines to you for approval.
Never Gives Tax Advice
NILA gathers facts only. If someone asks for deductibility or filing strategy, NILA defers to you with a consistent, compliance-safe response — your authority stays intact.
Before and after
Without NILA
Send organizer → client half-fills it → chase 3 follow-up emails → decode messy answers → realize they have a rental you didn't know about → start over.
With NILA
Client opens a chat → AI guides them in their language → discovers the rental → builds the checklist → client uploads docs → you get a briefing with confidence scores and client quotes.
Don't take our word for it.
Spend 2 minutes as a client. See exactly what your clients would experience — in English, Spanish, or Farsi.
We'll email you a private demo link. No signup, no credit card.
Pricing
Coming soon
Flexible tiers designed for firms with 200 to 1,500+ clients. Book a call to discuss pricing for your firm.
Book a call to discuss pricingThree bad options CPAs face today
Most firms still choose between paper organizers, digital form products, or a heavy practice suite where intake is one module among many. Those paths are familiar — but they all struggle with the same gaps when clients think in stories, not checkboxes, and when English is not their first language.
| Criterion | Paper organizers | Digital forms | Practice suites | NILA |
|---|---|---|---|---|
| Approach | Static packets clients fill out on paper or PDF | Structured web forms with uploads | Broad platforms with intake as one module | Guided intake conversation plus checklist |
| Adapts to client responses | No | Limited conditional paths | Depends on configuration | Yes |
| Multilingual conversation | No | No | Usually English-first | Yes |
| Entity discovery | No | No | Not a core strength | Yes |
| Setup time | Low direct cost, high staff time | Template setup | Often a heavier rollout | Focused intake setup |
| Built specifically for intake | No | No | No | Yes |
The two things no competitor does well: any-language conversation, and entity discovery. Both are built into NILA by default.
Estimated annual ROI for a 5-person firm
~$3,000+ saved
150 hours of staff time recovered • fewer missed documents • faster return turnaround • clients who actually complete their intake