The best Spanish-speaking tax intake tool for CPA firms

If a meaningful share of your clients are more comfortable speaking Spanish than English, you already know the cost: longer intake calls, paper organizers in English that come back half-empty, follow-ups that get lost in translation. NILA is the only AI intake tool that chats with clients in Spanish natively, and outputs structured English for your team.

Why Spanish-native intake matters

In Southern California, South Florida, Texas, the Pacific Northwest, and across the country, the CPA firms that grow fastest are the ones whose clients feel comfortable. Right now, the intake stack is mostly paper organizers in Spanish (manual to maintain), a bilingual staff member on a 30-minute call, or a Google Form that translates literally but misses tax-specific nuance.

NILA replaces all three. The AI conversation runs in Spanish, references prior year returns, asks about life changes (new rental, side business, new dependent), and uploads documents, without your team on the call.

How NILA's Spanish intake works

  1. Client gets a text or email with a login link, in Spanish if you've flagged the client's preference.
  2. Client chats with NILA in Spanish. "¿Tienes algún ingreso por alquiler este año?" The AI handles slang, regional variants (Mexico vs Caribbean vs South American Spanish), and tax-specific vocabulary.
  3. NILA references last year's return. "El año pasado reportaste un W-2 de Insight Global. ¿Sigues trabajando ahí?"
  4. Client uploads documents from their phone. No app download.
  5. Your team sees the briefing in English. Always. The output is normalized so your CPAs and EAs can review without speaking Spanish themselves.

What no other tool does

  • TaxDome, English-only forms.
  • Soraban, English questionnaire.
  • Canopy, English portal.
  • NILA, native Spanish conversation, regional dialect-aware, structured English output.

Best fit firms

  • 2–10 staff CPA / EA firms
  • 200–1,500 clients with significant Spanish-dominant share
  • Geographies with concentrated Latino communities (Southern California, South Florida, Texas, NYC outer boroughs, Chicago, etc.)
  • Pain: bilingual staff burnout, paper-organizer mess, missed income discovery

Pricing

Same as standard tiers. No language surcharge. $399/mo up to 500 clients. Free for 30 days. Then $99 through Sep 15. Full Module 1 access. No credit card required to start.

Start with NILA today.

Free for 30 days. Then $99 through Sep 15. No credit card required to start.

Full Module 1 access. No credit card required to start.

Activates Module 1 at Solo tier through Sep 15.

Start the free trial. If you don't recover at least 30 minutes per Spanish-speaking client in the first 10 returns, we'll refund the activation fee.

Start free trial