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Send one link. Clients upload receipts, invoices, and statements. AI organizes everything. You get notified when they're done.
Set up in 2 minutes. No credit card required.
See how it works in 60 secondsThree simple steps to stress-free month-end
Create custom document checklists with our drag-and-drop builder. Upload fillable W-9s and authorization forms for e-signature. Clone requests monthly to save time.
Your client receives a simple link - no account needed. They upload statements and receipts, snap photos of paper receipts, and see their progress. Works beautifully on any device.
Documents are automatically classified by AI - bank statements, credit card statements, receipts, invoices. Watch progress in real-time and get notified when everything's complete.
Built for busy bookkeepers who value their time
Build custom intake forms in minutes. Text, email, phone, SSN, dropdowns - with built-in validation for common formats.
Upload any PDF. Intake detects existing form fields or lets you place your own. Add signature fields. Clients fill and sign in the browser.
Upload a document, and our AI instantly knows if it's a bank statement, credit card statement, receipt, or invoice. 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.
REST API, webhooks, and native MCP server. Let Claude, GPT, or your custom agent manage the entire intake workflow programmatically.
Add your logo and brand colors. Clients see your brand on the portal and every email — not ours. Build trust from the first click.
256-bit encryption protects your clients' sensitive documents and information in transit and at rest.
Preview PDFs, images, and signed documents right in your browser. No downloading needed — review everything in one place.
One plan. Everything included. No surprises.
Set up in 2 minutes. No credit card.
Got questions? We've got answers.
Our AI correctly identifies bookkeeping document types (bank statements, credit card statements, receipts, invoices) 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 for busy business owners.
Absolutely. We use 256-bit encryption for all data in transit and at rest. We never share or sell data. Financial documents are stored securely and you control retention policies.
Absolutely! Create a template once, then clone it each month. Same document checklist, fresh upload links. Your clients get a familiar process every time.
Yes! You can use Intake for free with up to 3 clients. When you need to add more, upgrade to our Professional plan at $49/month for unlimited clients and all features.
Absolutely. We dedicate significant resources to integrating with QuickBooks, Xero, and other accounting systems you use. Use the feedback button to submit your integration request and we'll prioritize getting it done.
Your clients have the documents. Set up Intake in 2 minutes and send your first request today.
Send Your First Request Free3 clients free forever. No credit card.