Intake
7.9#1 in client intake softwareFrom $19 a monthFree planAndroidiOSWebAPI
VisitIntake vs PlatoForms
PlatoForms
7.7#2 in client intake softwareFrom $10 a monthFree planAndroidWebAPI
VisitWhat both publish
| Fact | Intake | PlatoForms |
|---|---|---|
| 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. | Free and trial accounts have a fixed three-month retention period, while premium plans can choose retention from seven days to forever. |
| Integrations | The maker says Intake can connect with Make.com, Zapier, CRMs, Claude and GPT. | Native connections include Slack, Google Drive, Dropbox, OneDrive, Box, Stripe, PayPal and Square, while Zapier and Make provide broader app connectivity. |
| Payments | Stripe-connected requests can collect retainers, deposits or fees; Intake charges a 1% platform fee per successful payment. | Stripe, PayPal, and Square payments can be collected directly in forms, and PlatoForms states it charges no additional transaction fees. |
| REST API | The API uses the hosted base URL https://dointake.com/api/v1 and JSON requests and responses. | The REST API supports form and submission integrations, with quotas and plan eligibility requirements. |
| 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. | The Trust Center states that data in transit uses TLS 1.2 or higher with 256-bit encryption and stored data uses AES-256 encryption. |
Intake plans
- FreeFree
- Professional$19 a month
- Team$49 a month
- EnterprisePriced on request
PlatoForms plans
- FreeFree
- Bronze$10 a month
- Silver$30 a month
- Gold$80 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 PlatoForms if…
PlatoForms suits teams that need to turn PDFs into online forms, collect submissions or payments, and route documents through approvals. The company says it is used by healthcare providers, schools, legal teams, enterprises, and public-sector organizations.