Give every client a branded, secure portal to submit documents and data. AI extracts and structures everything instantly — so your team can focus on work, not paperwork.
14-day free trial · No credit card required · Cancel anytime
Intake Jobs
Active submissions
Q1 Financial Review
Riverside LLC · 12 files
New Client Onboarding
TechVentures Inc · 7 files
Compliance Package
Harbor Medical · 24 files
Annual Audit Docs
Summit Group · 18 files
Trusted by forward-thinking teams
10M+
Files processed
500+
Active teams
99.9%
Uptime
What intakePortal does
From collecting client documents to delivering structured, ready-to-use data — fully automated.
View all featuresClient Intake
Give every client a branded, secure portal for document and data submission. Share a public link, send a unique email ID, or let clients log in directly — no friction, no back-and-forth.
Crestview CPA
ITR Filing 2025–26
AI Extraction
AI reads every uploaded document — PDFs, scanned invoices, handwritten forms, bank statements — and extracts exactly the fields you define. Zero manual data entry.
Workflow Automation
Set it once and let the platform handle the rest — reminders, recurring jobs, and real-time alerts fire automatically.
Work Management
A central project dashboard with custom stages, team assignments, activity timelines, and smart reminders — built for how professional firms actually work.
Simple by design
No professional services. No long onboarding. Just results.
Define the fields you need extracted. Use a pre-built template or build from scratch in minutes.
Send a branded link or email. Clients submit on any device — no account or app needed.
Every document is read automatically and your defined fields are filled instantly.
Download structured data or push it to your tools via webhooks and API.
Everything else you need
Powerful features across the full client lifecycle — templates, team access, CRM, deliverables, and more.
Services Engine
Standardize your processes once. Scale forever.
CRM-lite
All your clients, organized and accessible.
Access & accountability
Your team, aligned and accountable.
From intake to delivery
Complete every engagement in one place.
Operational visibility
Know exactly where your operations stand.
Make it yours
Make it work your way.
Enterprise-grade
Enterprise-grade security for client data.
Advanced / Premium
Run multiple firms or teams effortlessly.
Customer love
"We used to spend 3 hours per client manually pulling data out of onboarding packets. intakePortal cut that to 10 minutes. It's changed how we operate."
Marcus Chen
Operations Manager · Summit Advisory Group
"Our clients love having a dedicated portal instead of emailing files. The AI extraction is scary accurate — even on 30-year-old scanned documents."
Priya Sharma
Partner · Evergreen Law LLP
"We process thousands of insurance documents every month. Batch processing went live in a week and immediately saved 40 staff-hours per week."
Jordan Williams
Head of Claims Processing · Harbor Health Insurance
Pricing
14-day free trial on all plans. No credit card required to start.
Starter
For solo practitioners and small teams.
Basic
For growing teams handling more volume.
Growth
For high-volume teams with advanced needs.
Scale
For large operations with serious throughput.
Enterprise
Unlimited everything for complex orgs.
All plans include a 14-day free trial with Starter-level limits. No credit card required.
Join 500+ teams who've replaced email chaos with structured, automated intake workflows.