Intake

Intake is a secure client document request portal for professional firms, solving the problem of scattered email-based collection by providing a single branded portal for document requests, uploads, signatures, and delivery. It targets accounting, legal, advisory, and compliance teams in firms of all sizes, from SMBs to enterprises. The platform differentiates by requiring no client account, offering encrypted uploads, automated reminders, and a follow-up queue to track overdue items, all within one request record.

Key features

• Unlimited active requests
• Encrypted uploads (AES-GCM)
• No client account required
• Automated reminder policies
• Follow-up queue with overdue tracking
• Item-level review and approval
• Audit trail and activity history
• Recurring work support
• Delivery evidence capture
• Autosave for clients