The average agency spends 6+ hours per week chasing client documents.
Collect client information without the email chaos
Replace back-and-forth follow-ups with one secure link. Your clients complete intake in minutes, not days.
Free forever plan • No credit card • 2-minute setup
Setup time
~2 min
Client accounts needed
None
Plan limit
3 projects
Progress tracking
Live
What happens without a proper intake system
6+ hrs/wk
Average time spent chasing missing documents
30%
Clients who drop off mid-way through email chains
12+
Back-and-forth emails before all docs are collected
This is exactly what your dashboard will look like
No signup required to explore. Click each tab to see the agency and client experience.
Sample Project
Acme Corp
Completion
75%
Status
On Track
Want this for your own clients?
The problem with email-based intake
Every pain point, solved in one place
You already know how broken client intake is. Here's how we fix each piece.
How it works
1
Build your intake form
Drag-and-drop fields, add document requirements, set conditional logic. Start from a template or from scratch — takes about 2 minutes.
2
Send one link to your client
They open it in their browser — no login, no download. Everything is branded with your logo and colors.
3
Track, approve, and collect
See exactly what's submitted in real time. Approve items, request changes, and keep the project moving.
Built for service teams
Select your industry for a short story of the problem—and how a portal replaces the email chase.
Tax season without the document chase
During peak season, most of the work is not preparing returns—it is chasing W-2s, 1099s, and prior-year PDFs across long email threads. Clients send the wrong year, reply-all with partial attachments, or disappear until a week before the deadline.
IntakeKit gives each client one secure portal with a clear checklist: exactly what you need, in the format you need it. Automated reminders nudge them before key dates so your team is not manually re-sending the same request.
Everything stays organized by client and tax year. Your clients never create an account; they open a link, upload, and sign when required. You see completion at a glance instead of reconstructing status from inbox archaeology.
What you get with IntakeKit
- Collect tax documents securely
- Auto-remind before deadlines
- Organized by client and year
Simple pricing
Start free and scale as your client volume grows.
- 3 active projects
- 10 clients total
- Forms + document collection
- E-signatures
- Client messaging
- Unlimited projects
- Unlimited clients
- Templates + conditional logic
- Activity feed + messaging
- File storage (10 GB)
- Priority email support
- Everything in Pro
- Custom branding (logo, colors, fonts)
- Custom portal domain
- Advanced integrations (Zapier, webhooks)
- File storage (50 GB)
- Priority support
All plans include: SSL encryption • Row-level security • Email support
Frequently asked questions
No. Clients access their portal through a secure link. No passwords, no signup — they just open the link and complete what you've asked.
Yes. The free tier includes 3 active projects and 10 clients. No credit card required. Upgrade when you hit those limits.
On the Agency plan, yes. Your logo, your colors, your fonts — even your own domain. Clients see your brand, never ours.
Same core job — collecting client documents — but with conditional logic, built-in messaging, e-signatures, and a free tier. Content Snare starts at $35/mo; our Pro plan is $29/mo with more features.
You'll get a notification before you hit the limit. Your existing data is never deleted. You can upgrade anytime to keep adding projects or clients.
Yes. You can export all client data, submissions, and files at any time. Your data is yours.
Yes. Webhooks let you trigger actions in your existing systems when a client submits, completes, or is approved. Zapier and Make integrations are also available.
All data is encrypted at rest (AES-256) and in transit (TLS). We use Supabase with Row-Level Security so each organization can only access their own data. Files are stored with signed URLs that expire.
You can start fresh in minutes. Import your client list via CSV, and you're ready to go.
Your next client onboarding can be this simple
One link. One portal. Everything collected in one place. Start free — no credit card, no sales call.
Get Started Free