for CPAs, law firms & mortgage brokers
Send a link. They upload from their phone — no account, no password. You get reminded who's missing what, so you don't have to be.
No credit card. No contract. Cancel anytime.
What your client sees ↓
fileintake.app/r/8f2k-91xq
how it works
Pick what you need from a client — documents, signatures, whatever the engagement calls for.
One tokenized link, texted or emailed. It opens straight to their checklist. No login screen, ever.
Only the missing items get nudged, on a schedule that tapers off — never an indefinite nag loop.
built for firms like yours
W-2s, 1099s, receipts, prior returns — collected before the meeting, not during it.
Intake packets and signed documents in one place, without another portal to log into.
Pay stubs and bank statements from a phone, in the ten minutes a borrower actually has.
simple pricing
Unlimited clients, unlimited reminders, no setup call required.