Intake collects client documents and signatures in one secure, branded portal for professional firms. Plans from $19/month with a 14-day trial.
Researched and fact-checked by Bartu Cavusoglu · Updated October 26, 2026
Intake is a web-based portal that helps professional firms collect documents, answers, and signatures from clients and deliver files back through one branded request. It is aimed at accounting, legal, advisory, and compliance teams, with sector guides also covering real estate, recruitment, insurance, healthcare, education, and agencies. Each request keeps its uploads, comments, reminders, signatures, and activity history together, so the team works from one record instead of email threads.
Clients do not need an account. They open a secure link, see what is still missing, upload files, sign, and can return to the same link later because the portal autosaves. The product is operated by Greeff Digital Holdings (PTY) Ltd and ships with 120 built-in templates, plus guides and comparison pages that are public without signing up.
The workflow has five stages: build, send, portal, review, and record. A firm builds a request from a template or from scratch, choosing among 15+ field types such as file uploads, text, yes/no questions, dates, and tables. Conditional fields show clients only what applies to them, and the sender sets a due date, reminder policy, and access rules such as password, OTP, or end-to-end encryption.
After the client submits, the dashboard follow-up queue shows overdue requests, due-soon work, submitted items, and recent activity. Reviewers approve individual items or request revisions, with notes pinned to the item so the rest of the request keeps moving. On close, the request can produce a completion summary, signature certificates, and a downloadable close-out pack.
Security is central to the pitch. Files can be encrypted in the browser with AES-GCM before they leave the client device, stored as ciphertext with a wrapped key envelope, and decrypted locally during authorized review. Portal links are signed per request, and one-time codes are hashed, expire in minutes, and are marked used once verified. Intake also records who created, reviewed, or downloaded items, per user.
Follow-up runs on reminder policies stored on the request: pre-due reminders, overdue digests, and a cap after a set number of reminders with an unresponsive state. Other capabilities include recurring schedules, saved client groups, delivery items, native signatures, reporting with CSV export, and Reeve, an AI layer for in-app support, template guidance, submission review, and completion summaries, depending on plan.
Intake is a secure client document request platform for accounting, legal, advisory, and compliance firms. Clients upload files, answer questions, and sign through a branded portal without creating an account, while the firm reviews items and keeps an audit history.
Founder is $19/month or $199/year, Solo is $29/month, and Pro is $99/month. Founder pricing is limited to the first 100 approved firms. Intake says it does not charge per request or per client.
There is no free plan. Founder and Solo include a 14-day trial after checkout, while Pro starts billing as soon as checkout is confirmed. If you do not continue after the trial, data is retained for 30 days before permanent removal.
No. Clients receive a secure link, can upload files, answer questions, and sign, and can resume later from the same link. Team members, however, each need their own Intake account.
Zapier is live on Solo and Pro, using a Catch Hook URL from Webhooks by Zapier. Microsoft 365 sync is coming very soon, and Azure AD / Entra, Xero, QuickBooks, Clio, and Google Workspace are listed as planned.
Files can be encrypted in the browser with AES-GCM before upload and decrypted locally during authorized review. Portal links are signed per request, one-time codes are hashed and expire in minutes, and activity is logged per user.
It is aimed at small and mid-sized professional firms. Founder suits solo practitioners with one seat, Solo covers up to 3 seats, and Pro includes 10 seats expandable with paid add-ons.
Founder includes one seat, Solo includes 3, and Pro includes 10 with paid add-ons for more. Solo and Pro support Owner, Admin, Member, and Viewer roles.