IntakeKit is a client onboarding platform. You create forms and document requests, share one secure link, and track completion in real time.
No. Clients use token-based links to access their portal directly without signup or passwords.
Yes. The free plan includes 3 projects and 10 clients total. You can upgrade at any time.
Yes. You can send reminders to clients who have not completed their intake steps yet.
Data is encrypted in transit and at rest. Access is controlled through secure tokens and authenticated admin sessions.
Yes. There are no long-term contracts. You can manage billing and cancel from your account settings.
Still have questions? We typically respond within 24 hours.
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