For accountants and bookkeepers tired of chasing clients
Request. Remind. Receive. All automatic.
Intekta replaces messy email threads with one branded link. Every document, right where it belongs — automatically.
PROBLEM
Chasing documents isn’t your job — but it feels like it.
Endless follow-ups
Clients forget, reply late, or attach the wrong file. You chase — again.
Zero visibility
Email threads, spreadsheets and Drive folders make it impossible to see what’s done.
Effort with no return
You burn hours on admin instead of client work — and it costs you revenue.
SOLUTION
Stop chasing. Start collecting — automatically.
Requests that get done
One simple link shows clients exactly what’s needed — so you get the right files, the first time.
Reminders, handled for you
Intekta keeps clients accountable with gentle automated nudges. You stay on top, without doing a thing.
Organized by default
Every file, automatically tracked and stored. No email clutter, no confusion.
FEATURES
Your document intake, fully on autopilot.
Branded client portals
Each client gets a simple, professional space to upload exactly what you’ve requested — no confusion, no clutter.
Magic upload links
Share one secure link per request. Clients upload instantly — no logins, no excuses.
Automatic reminders
Stop chasing. Intekta keeps clients accountable with gentle, built-in follow-ups.
Smart tracking
See what’s uploaded, missing, or overdue at a glance. Stay in control without inbox chaos.
Organized storage
Files land neatly sorted by client and request. Everything you need, exactly where it should be.
Fast setup
Invite your first client and collect files in minutes — no training, no IT required.
HOW IT WORKS
Collecting documents, made refreshingly simple.
From ask to organized, without the back-and-forth.
Create a request
Choose what you need — invoices, receipts, statements — and send one branded link. Clients know exactly what to upload, no confusion.
Clients upload in seconds
No logins, no signups. They drag, drop, and mark items complete — Intekta handles the reminders.
Review and download
See everything in one organized view. Nothing lost, nothing late — just smooth, stress-free collection.
VALUE
Less chasing. More billable work.
Reclaim 5+ hours every week, save $40,000 a year in billable time, and get client documents back twice as fast.
* Based on a billing rate of $200/hr.
PRICING
Built for small firms. Ready to scale.
From freelancers to growing practices, Intekta makes document collection effortless — without the admin load or enterprise price tag.
Solo
Dead-simple document collection for freelancers.
- Branded client portal
- Up to 25 active clients
- Up to 10 templates
- Automated reminders
- 5GB secure storage included
- Email support
Team
Streamlined document intake for growing teams.
- Everything in Solo
- Up to 250 active clients
- Up to 50 templates
- Up to 10 team members
- 50GB secure storage included
- Detailed audit logs
- Priority support
Enterprise
For established firms managing many staff and clients.
- Everything in Team
- Unlimited active clients
- Unlimited templates
- Unlimited team members
- API integrations
- 250GB secure storage included
- Single Sign-On (SSO)
- SLA-backed support response
- Dedicated success manager
INTEKTA'S FUTURE
Just document collection — done right.
Every update, every detail, every pixel exists to make one thing effortless: getting the files you need, on time, without the chase.