Intake
Intake is secure client document collection for accounting, legal, and compliance firms. One portal, encrypted uploads, 120 templates, and a 14-day trial.
Intake launched on April 21, 2026 with 6 votes, #1,677 of 21,248 launches that month and more than 75% of that year's launches.
What it does
Intake gives firms one secure portal to collect documents, answers, approvals, and signatures without making clients create an account. Your team gets 120 reusable templates for workflows across 12 industries, structured review, password or OTP access, encrypted uploads, and one audit-ready request record. Reeve adds AI help for drafting, metadata-based submission review, and completion summaries where supported.
Intake gives accounting, legal, advisory, and compliance teams one branded portal for documents, answers, signatures, and delivery. Clients complete the request without creating an account; your team gets encrypted uploads, item-level review, and activity history. Intake turns client requests into a clear action queue: what is overdue, what is due soon, what is ready for review, and what changed today. See overdue requests, due-soon work, submitted items, and recent client activity before your team opens email. They open the secure portal, see exactly what is missing, upload files, sign, and return from the same link. Approve items, request revisions, capture delivery evidence, and keep the…from intakerequest.com
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