Articles tagged "document-collection"
Tips, guides, and best practices for client intake, document collection, and professional services.
Partner With Intake: One Tool Every Client Needs
Help businesses modernize? Intake is the one document-collection tool every client needs. Become a referral partner and earn on every business you bring.
Kill the Print-Sign-Scan Loop
Auto shops, landlords, contractors, clinics: if customers still print, sign, and scan your PDFs back to you, there's a faster way. Here's what it looks like.
We're Document Collection, Not a CRM (and That's the Point)
We dropped our price to $19/month, tripled the free tier, and shipped external IDs, upserts, and one-call deal dispatch. Here's why we're betting on being the best-connected document collection tool instead of another platform.
5 Signs You've Outgrown Email for Document Collection
Still using email for document collection from clients? Here are five warning signs it's costing you time and peace of mind, plus what to use instead.
How to Collect Mortgage Documents from Borrowers
Loan officers waste hours chasing borrowers for pay stubs and bank statements. Here's the system that gets you a complete file faster with less back-and-forth.
How to Collect Tax Documents from Clients Fast
Stop chasing clients for tax documents over email. Learn a simple system to collect W-2s, 1099s, and receipts without the back-and-forth.
Why We Built Intake
We built Intake because collecting client documents shouldn't mean endless email threads. Here's the problem we set out to solve and how we're doing it.