Intake
7.9#1 in client intake softwareFrom $19 a monthFree planAndroidiOSWebAPI
VisitIntake vs Portico
What both publish
| Fact | Intake | Portico |
|---|---|---|
| Form builder | The drag-and-drop builder supports text, email, phone, SSN and dropdown fields, validation and conditional fields. | The builder supports multi-step forms, conditional logic, required fields, validation and automatic saving. |
| Integrations | The maker says Intake can connect with Make.com, Zapier, CRMs, Claude and GPT. | Official integration pages name QuickBooks Online, Xero, HubSpot, Pipedrive, Slack, Gmail, Zapier and Make. |
| Payments | Stripe-connected requests can collect retainers, deposits or fees; Intake charges a 1% platform fee per successful payment. | Stripe-powered payment steps collect deposits, retainers or fees without Portico taking a payment percentage. |
| Reminders | Automated email reminders continue until requested materials are complete. | Users can configure item-specific email reminders, while SMS reminders are offered on Pro and higher plans. |
| REST API | The API uses the hosted base URL https://dointake.com/api/v1 and JSON requests and responses. | The REST API is described as providing CRUD operations for onboardings, templates, clients and files with JSON, token authentication and rate limiting. |
| 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 security page states that stored data is encrypted with AES-256, data in transit uses TLS 1.2+, and audit events are cryptographically linked using SHA-256 hashing. |
| Security encryption | The maker states that data is encrypted in transit with TLS/SSL and documents are encrypted at rest. | Portico states that stored data uses AES-256 encryption and data in transit uses TLS 1.2 or higher. |
Intake plans
- FreeFree
- Professional$19 a month
- Team$49 a month
- EnterprisePriced on request
Portico plans
- FreeFree
- Starter$29 a month
- Lifetime Solo$49, paid once
- Pro$59 a month
- Lifetime Practice$119, paid once
- Business$119 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 Portico if…
Portico is presented for service businesses such as agencies, accountants, bookkeepers, legal practices, consultants, coaches, and freelancers. It suits teams that want forms, documents, signatures, and payments in a guided client onboarding process.