General
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 active projects and unlimited clients. No credit card required. You can upgrade at any time.
Features
Yes. You can send reminders to clients who have not completed their intake steps yet.
Yes. The drag-and-drop form builder lets you add text fields, file uploads, checkboxes, dates, and more. Conditional logic shows or hides fields based on previous answers.
On the Pro plan, yes. Your logo, your colors, your fonts — the portal looks like it's yours. Clients see your brand, never ours.
Security & Billing
Data is encrypted in transit and at rest. Access is controlled through secure tokens and authenticated admin sessions. Files are stored with signed URLs that expire.
Yes. There are no long-term contracts. You can manage billing and cancel from your account settings.
Absolutely. You can switch between Free and Pro at any time from your billing settings. Upgrades take effect immediately, and downgrades apply at the end of your current billing period.
We accept all major credit and debit cards (Visa, Mastercard, American Express) through Stripe. All payments are processed securely.
No. All plans are month-to-month. There are no annual contracts, no cancellation fees, and no minimum commitment. You can start on Free and upgrade only when you're ready.
Yes. You can export all client data, submissions, and files at any time. Your data is yours.
Still have questions? We typically respond within 24 hours.
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