Client intake,
without the chase
Stop chasing clients for documents. Intakra sends the requests, follows up automatically, verifies what came in, and shows you exactly what's still missing.
No credit card required. Setup in 7 minutes.
The document chase is killing your productivity
You run the background check. Credit looks decent. Now you just need their W-2, bank statements, and a few other docs. Should take a day, right?
Three weeks later, you're still waiting. You've sent 8 follow-up emails. Half the docs that did come in are the wrong year, missing pages, or completely unreadable.
Accountants spend 5-10 hours per week during busy season just chasing documents. That's unbillable time you'll never get back.
Request. Receive. Verify.
One workflow that handles the entire document collection process automatically.
Send a packet
Pick a template or build your own checklist. Add your client's email. They get a magic link - no account needed.
Intakra follows up
Automatic email + SMS reminders on a smart schedule. Escalates as deadlines approach. You never lift a finger.
AI verifies uploads
Wrong doc type? Missing pages? Unreadable scan? Intakra catches it instantly and requests a re-upload automatically.
Everything you need to stop chasing
Built for the way professional services firms actually work.
Clients see exactly what's needed, what's done, and what's missing. Upload from phone or desktop. No login required.
Email + SMS sequences that adapt based on client behavior. Pause after uploads. Escalate near deadlines.
Automatically detects wrong doc types, wrong years, missing pages, and unreadable scans. Catches problems before you waste time.
Every reminder sent, every upload received, every action taken. Timestamped proof that you followed up.
Pre-built packets for tax, bookkeeping, onboarding, and more. Or build your own and reuse.
Approved docs automatically flow to Google Drive, OneDrive, or Dropbox. Your existing folder structure, preserved.
"Getting documents from clients is still the biggest workflow issue in accounting. Nearly half of firms report delays of several days just collecting missing paperwork."
- 2025 State of Accounting Workflow Report
Built for professionals who collect documents
Tax organizers, W-2s, 1099s, bank statements
Case documents, IDs, financial records
Tenant applications, paystubs, proof of income
Policy docs, claims evidence, compliance forms
Simple pricing. No per-user fees.
SMS included on all plans. Cancel anytime.
For firms ready to stop the chase
- ✓Client portal (magic link)
- ✓Templates + packet builder
- ✓Email + SMS reminders
- ✓Dashboard + due/overdue views
- ✓Audit trail
- ✓Export zip + packet summary
For firms that want it to run itself
- ✓Everything in Core, plus:
- ✓AI Quality Checks (wrong doc, wrong year, missing pages)
- ✓Review queue (1-click approve/re-request)
- ✓Smart automation (bundled reminders, escalations)
- ✓Branded portal + custom messaging
- ✓Storage sync (Drive/OneDrive/Dropbox)
For teams that need full control
- ✓Everything in Pro, plus:
- ✓Workflow routing (auto-assign by type)
- ✓Multiple portals/departments
- ✓Webhooks + Zapier/Make triggers
- ✓Advanced roles/permissions
- ✓Priority onboarding + support
All plans include unlimited team members and unlimited clients.
Ready to stop chasing?
Set up in 7 minutes. Send your first packet today. See why firms are switching from email + spreadsheets.
Start your free trial