Intake
7.9#1 in client intake softwareFrom $19 a monthFree planAndroidiOSWebAPI
VisitIntake vs Onvoy
What both publish
| Fact | Intake | Onvoy |
|---|---|---|
| Client access | Clients use a link without creating an account, and the portal supports mobile uploads and camera capture. | Clients can complete a guided sequence through one link without creating an account. |
| Data retention | The privacy policy says account data is deleted within 30 days after account deletion, uploaded documents are permanently deleted, and backup copies may persist for up to 90 days. | Deleted onboardings and uploaded files may remain recoverable for up to 30 days, while account deletion removes uploaded files without that recovery period. |
| Forms and signatures | Its form builder supports conditional fields and validation, and clients can complete and sign fillable PDFs in a browser. | The service collects structured answers, uploaded files and legally binding e-signatures. |
| Integrations | The maker says Intake can connect with Make.com, Zapier, CRMs, Claude and GPT. | Official pages name Stripe, Claude, ChatGPT, OAuth and MCP as connected services or connectors. |
| Payments | Stripe-connected requests can collect retainers, deposits or fees; Intake charges a 1% platform fee per successful payment. | Onvoy supports deposits, retainers and invoices through Stripe inside the onboarding flow. |
| Purpose | Intake collects client forms, signed PDFs, documents, and payments through a single request link. | Onvoy combines intake questions, file uploads, e-signatures, and deposit payment in one branded client-onboarding flow. |
| Reminders | Automated email reminders continue until requested materials are complete. | Automatic email follow-ups remind clients about stalled onboarding steps. |
| Security | The site says data is encrypted in transit and at rest using 256-bit encryption; its privacy policy also lists TLS/SSL encryption, access controls, authentication, and regular security assessments. | Onvoy states that it uses encryption in transit, access controls, secure password hashing, and reputable infrastructure providers. |
Intake plans
- FreeFree
- Professional$19 a month
- Team$49 a month
- EnterprisePriced on request
Onvoy plans
- FreeFree
- Starter$29 a month
- Pro$79 a month
Pick Intake if…
It is intended for businesses collecting client information, including tax and accounting, mortgage and lending, real estate, immigration, and bookkeeping workflows. It suits teams that want clients to submit forms and documents through a link without creating an account.
Pick Onvoy if…
Onvoy suits freelancers and small agencies that want a branded onboarding flow for collecting client details, files, signatures, and payments. Its plans also address growing freelancers and multi-seat agency teams.