Without NILA
Manual intake work piles up
- Staff chase clients manually
- Clients email messy files
- Documents are sorted by hand
- Missing items live in spreadsheets
- Data is typed into tax software manually
WHY NILA
Built for how tax intake actually fails
The real cost isn't in your software. It's in the hours your team spends chasing what clients forgot.
Before and after NILA
From intake chaos to CPA-reviewed handoff
NILA changes intake from scattered emails, uploads, and spreadsheets into a guided workflow your team can review and export.
With NILA
Intake becomes a reviewable workflow
- Clients complete guided intake
- Files are uploaded in one pile
- Documents are classified and routed
- Missing items are visible by entity
- CPA validates fields before export
Operational ROI
Recover staff time before preparation even begins
NILA is built around the intake work firms repeat every season: chasing documents, sorting files, tracking missing items, and typing extracted fields.
Example mid-market firm
~250 hours
could be recovered from document chasing and intake follow-up.
Illustrative seasonal value
~$16,000
could shift back toward review, prep handoff, and higher-value client work depending on firm volume and staffing.
How NILA compares
Built for the parts of intake generic tools miss
Static organizers and portals can collect files. NILA is designed to guide the intake conversation, organize documents by entity, and keep CPA review in control.
Static organizers
Collect answers, but clients still think in stories and emails.
Conversational intakeNo
Any-language client experienceNo
Taxpayer/spouse/business routingNo
Consolidated 1099 handlingNo
Missing document visibilityPartial
CPA validation before exportNo
Drake/Lacerte-ready structured Excel exportNo
Generic client portals
Useful for file exchange, but not built around tax intake logic.
Conversational intakeNo
Any-language client experiencePartial
Taxpayer/spouse/business routingPartial
Consolidated 1099 handlingNo
Missing document visibilityPartial
CPA validation before exportNo
Drake/Lacerte-ready structured Excel exportNo
Outsourced admin help
Can reduce chasing, but adds handoffs and still needs CPA review.
Conversational intakePartial
Any-language client experiencePartial
Taxpayer/spouse/business routingPartial
Consolidated 1099 handlingPartial
Missing document visibilityPartial
CPA validation before exportNo
Drake/Lacerte-ready structured Excel exportNo
NILA
Guides clients, organizes documents, and keeps CPA review in control.
Conversational intakeYes
Any-language client experienceYes
Taxpayer/spouse/business routingYes
Consolidated 1099 handlingYes
Missing document visibilityYes
CPA validation before exportYes
Drake/Lacerte-ready structured Excel exportYes
NILA is focused on intake operations: guided client answers, entity-aware document organization, CPA validation, and structured Excel export for Drake/Lacerte workflows.