Who should buy Starter?
Starter is for accounting firms and agencies that need repeatable client document intake with less back-and-forth.
IntakeFlow Starter
Run repeatable document intake workflows you can ship with confidence.
IntakeFlow Starter is for teams that need structured outcomes, not ad hoc attachments and manual follow-up. Add local workflow customization, Console Sync, reusable workflow delivery, and optional Cloud catalogs when client projects need dynamic products, dates, slots, or member lists.
Starter plan: €21/month · 30-day money-back guarantee
Need delivery, not just a license?
Prepare the Pro runtime path. Start a pilot when you want the first workflow delivered with you.
The assisted path turns one real intake, reservation, catalog order, or payment-proof workflow into a working delivery before you standardize it for more clients.
Fast commercial route
- €21/month: Starter plan with WordPress export/activation and Cloud access.
- From €299: hosted workflow setup.
- From €790: client-site delivery and validation.
Ship faster
Turn the same intake pattern into a reusable workflow instead of rebuilding every cycle.
Reduce follow-ups
Give clients one checklist flow and reduce back-and-forth for missing documents.
Reuse data
Connect products, dates, service slots, and members through Cloud catalogs when the workflow needs live business data.
Who buys Pro
Built for teams that run recurring document intake.
🧾
Accounting and document-heavy teams
Before: Client files arrive late, incomplete, or scattered across channels during monthly and annual cycles.
After: Run one repeatable checklist flow and receive cleaner document sets from day one.
🏢
Agency serving accounting clients
Before: Your team keeps rebuilding similar intake pages and follow-up flows for each client account.
After: Reuse a proven intake structure and deliver a consistent kickoff experience faster.
🛠️
Operations team with recurring intake
Before: Manual relaunches and missing-file chases slow delivery every cycle.
After: Standardize intake once, then run the same process with better completion rates.
What Pro gives you
The important screens are already there.
Portal builder
Design your intake structure, steps, and logic visually.
Submission inbox
See incoming client submissions in one place instead of across email threads.
Submission detail
Open a submission and review answers, files, and progress in one screen.
What is included
Everything you need to deliver portals faster.
One Starter purchase unlocks the full runtime, local workflow customization, Console Sync, updates for your commercial add-on, and a clean upgrade path to Cloud catalogs.
Discuss Cloud plan
🧩
Build reusable portals
Create structured intakes once, then reuse them across client projects instead of rebuilding each time.
⚙️
Customize on the client site
Edit labels, choices, validation rules, colors, and messages from the client-site admin without rebuilding the workflow pack.
🔄
Sync from the Console
Pull workflow packs directly from your IntakeFlow Console instead of relying on manual ZIP handling for every update.
📎
Collect files properly
Use uploads, statuses, and structured steps to stop chasing missing documents after kickoff.
📚
Connect dynamic catalogs
Pair client-site workflows with Cloud catalogs for reusable products, options, slots, dates, and member lists when static choices are not enough.
🚀
Use specialized runtime features
Unlock richer guided flows and specialized capture only when the workflow actually needs them.
🔑
Starter license per site
One purchase covers one production client site, with updates included.
Starter (WordPress + Cloud)
Custom portals with Cloud integration
Visual Builder online (limit to 3 projects), WordPress export & activation + Cloud access like Cloud PRO. 100 submissions/month & 100 MB secure cloud storage.
- Visual Builder online (limit to 3 projects)
- WordPress ZIP export & activation
- Cloud access like Cloud PRO
- 100 submissions per month
- 100 MB secure cloud storage
- Updates included
30-day money-back guarantee. Questions? hello@intakeflow.dev
Monthly Plan
€21
per month.
Buy IntakeFlow StarterDirect sales are managed through secure checkout.
FAQ
Common questions.
Can I use it on client sites?
Yes. The Starter license covers one production client site per subscription.
Do I need to code the portals?
No. The builder is visual. If you can install IntakeFlow and publish an embed, you can use IntakeFlow Starter.
What does Starter unlock?
Starter adds the full runtime, advanced field types, local workflow customization in the client-site admin, Console Sync, automatic updates, and the license for one production site.
Is €21/month a subscription?
Yes. It is a monthly subscription, which includes WordPress export & activation, Cloud access (100 submissions/month, 100 MB secure storage), Visual Builder access (limit to 3 projects), and client-site runtime features.
What if it is not a fit?
You are covered by a 30-day money-back guarantee. If it does not fit your workflow, email hello@intakeflow.dev within 30 days.
If you want cleaner onboarding, Starter is the fastest path.
Use it to standardize client intake, collect files properly, and deliver a more professional workflow experience from the start.