Built for the firms the big tools forgot.

NILA is an AI intake assistant for CPA firms. We replace the paper organizer, the intake call, and the Monday reminder with a single AI conversation that chats with clients in any language, finds the K-1s they forgot, and hands the CPA a return-ready briefing.

We built NILA alongside Financial Solutions Plus in Irvine, California — a 1,300-client firm where roughly a third of clients prefer to communicate in a language other than English. The product exists because no other tool handled that conversation natively.

NILA is built for the multilingual middle market — CPA and EA firms between 200 and 1,500 clients who serve immigrant communities, mixed-language books, and clients who text better than they fill out forms.

Explore how NILA compares, our Drake and Lacerte export workflow, or the tax organizer alternative built for firms tired of chasing half-finished forms.