Pricing
Transparent tiers. No "contact us" pricing games.
Free for 14 days. Then $99 through Sep 15.
Intake, return delivery, and 8879 e-sign included in every tier. Module 2 (data extraction + Excel) available as an add-on. One flat monthly price. No per-return fees.
Activates full Module 1 access through Sep 15.
SOLO
Up to 500 clients
$399
per month
Best for solo CPAs and small practices.
POPULAR
GROWING
501–600 clients
$599
per month
For firms scaling past their first ceiling.
ESTABLISHED
601–1,000 clients
$799
per month
Mid-market firms with mixed-language books.
LARGE
1,001–1,500 clients
$1,249
per month
Multi-CPA shops, complex 1040 volume.
ENTERPRISE
1,500+ clients
Custom
contact sales
White-label, multi-tenant, SLA.
Free for 14 days. Then $99 through Sep 15.
Full Module 1 access. No credit card required to start.
Activates full Module 1 access through Sep 15.
Pricing FAQ
Common pricing questions
- How does the free trial and Sep 15 promo work?
- Start free for 14 days — no credit card required. After your trial, choose the tier that matches your client count ($399/mo for up to 500 clients). Until September 15, 2026, a one-time $99 activation gives you full Module 1 access through the filing deadline instead of standard monthly pricing.
- Is there a setup fee?
- No setup fee. The $99 promo activation is the only charge during your trial period. It unlocks full Module 1 access through September 15. After Sep 15, your plan moves to standard monthly pricing based on your client count tier.
- What's included in Module 1 during the promo?
- Everything in Module 1: AI intake chat in any language, smart checklist generation, prior-year document comparison, client reminders, document upload and classification, and the CPA briefing. No limits on client invites or conversations during the promo period.
- Can I switch tiers as my client count grows?
- Yes. Tiers are based on your active client count. As you grow, you move to the next tier. We'll notify you before any tier change takes effect. No long-term contracts.
- What happens after September 15?
- Your account moves to standard monthly pricing based on your client count tier (Solo $399/mo, Growing $599/mo, etc.). Module 1 stays fully active. You'll receive advance notice before any charge.
- Do you offer annual discounts?
- Yes. Annual billing saves approximately 15% vs month-to-month. Contact us at info@with-nila.com to switch to annual.
- What's the difference between Module 1 and Module 2?
- Module 1 is the intake core: client chat, checklist, prior-year comparison, document collection. It's included in every tier. Module 2 adds AI data extraction from uploaded documents and structured Excel export formatted for Drake and Lacerte. Module 2 is an add-on priced separately. Contact us for Module 2 pricing.