We can't find the internet
Attempting to reconnect
Something went wrong!
Attempting to reconnect
Send one link. Clients fill out your intake form and upload documents. AI organizes everything. You get notified when they're done.
Set up in 2 minutes. No credit card required.
Three simple steps to stress-free client onboarding
Create intake forms with our drag-and-drop builder. Add a document checklist. Combine both in a single client request - or use either separately.
Your client receives a simple link - no account needed. They fill out forms, upload documents, and see their progress. Works beautifully on any device.
Form responses are saved instantly. Documents are automatically classified by AI and matched to your checklist. Watch progress in real-time and get notified when everything's complete.
Built for busy professionals who value their time
Build custom intake forms in minutes. Text, email, phone, SSN, dropdowns - with built-in validation for common formats.
Upload a document, and our AI instantly knows if it's a W2, 1099, bank statement, or ID. No manual labeling needed.
Set it and forget it. Clients get gentle email reminders until everything is complete.
Clients fill forms and upload documents from any device. Snap photos directly from their phone.
Create form templates once, reuse them for every client. Clone requests to save time during busy season.
256-bit encryption protects your clients' sensitive documents and information in transit and at rest.
One plan. Everything included. No surprises.
Set up in 2 minutes. No credit card.
Got questions? We've got answers.
Our AI correctly identifies document types over 95% of the time. For the rare cases it's unsure, it flags the document for your quick review rather than guessing wrong.
No! Clients simply click the link you send them and start uploading. No account creation, no password to remember. Maximum simplicity.
Absolutely. We use 256-bit encryption for all data in transit and at rest. We never share or sell data. Documents are stored securely and you control retention policies.
Absolutely! Our drag-and-drop form builder lets you create custom intake forms with text fields, dropdowns, checkboxes, and more. Built-in validation handles common formats like SSN, EIN, phone numbers, and email addresses. Save forms as templates to reuse with every client.
Yes! You can use Intake for free with up to 3 clients. When you need to add more clients, upgrade to our Professional plan at $49/month for unlimited clients and all features.
We're working on integrations with popular tax software. Currently, you can easily download all collected documents in organized folders ready for import into your workflow.
Your clients already have their W-2s. Set up Intake in 2 minutes and send your first request today.
Send Your First Request Free3 clients free forever. No credit card.