NILA works with your tax software.

NILA fits into the workflow you already have. Today: structured Excel export for Drake and Lacerte. Included in every tier: 8879 e-sign for every entity type. On the roadmap: direct API push for ProSeries and more.

Current integrations

What works today — no separate add-on for core export or 8879 e-sign.

Drake Tax

  • Structured Excel export formatted for Drake import
  • CPAs validate extracted fields once, then import

Drake integration details

Lacerte

  • Same Excel export pattern for Lacerte workflows
  • CPAs review AI-extracted fields in NILA before export

Lacerte integration details

8879 e-signature (included — not a separate integration)

Every NILA tier includes 8879 e-sign and return delivery. This is built into the product, not a third-party connector.

  • Form 8879 individual (1040, Schedule C/E)
  • Form 8879-CORP (S-Corp)
  • Form 8879-PE (Partnership 1065)
  • Form 8879-F (Fiduciary/Trust 1041)
  • Form 8879-EO (Exempt Org 990)
  • Federal return delivery (1040, State, Amended, Extension)

On the roadmap

We list these honestly so you can plan — they are not available yet.

  • ProSeries direct integration
  • Direct API push (no Excel step)
  • Additional tax software TBD based on customer demand

Roadmap items are not yet available. If your software isn't listed, contact us — customer demand drives our integration priority.

How the Excel export works today

  1. NILA extracts fields from uploaded documents (Module 2 add-on for AI extraction; intake and checklist in Module 1).
  2. CPA reviews and validates fields in NILA.
  3. Downloads structured Excel formatted for tax software import.
  4. One validation step, then import into Drake or Lacerte.

No unreviewed AI data enters the return. Your team approves extracted fields before export.

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