Apps similar to WebIntake include Portico, which has a free version. Other options are Content Snare, FileChute Documents, GatherContent and FileInvite. In total there are five Form Builders like WebIntake for the web.
Unified onboarding platform for agencies, professionals, and freelancers combining forms, document upload, signatures, payments, reminders, field review, comments, white-labeling, multi-language support, portal access, and integration via API, Zapier, webhooks.
Content Snare is secure client onboarding and document collection software. It's used by accounting firms, bookkeepers, marketing agencies, law firms, mortgage brokers and more to gather tax documents, BAS, year-end workpapers, AML/KYC info, client briefs, and loan...
Australia
Collect client documents without the email chase. Send one branded link with a per-item checklist, auto-reminders, and no client login required.
GatherContent is an online collaboration tool that makes it painless and simple for web teams and their clients to plan, organise and work together on content, all in one place.
United Kingdom
FileInvite will transform the way you collect information from your clients – hassle free and on time! No longer do you have to receive multiple emails from clients, files that are too big, wrong files, late files and sometimes nothing at all.
