IntakeQ review

IntakeQ started as an intake form tool and still sells forms on their own. Forms Only at $54.90 a month, or $29.90 on the low-volume plan capped at 10 submissions, gives unlimited branded form templates, attachments, client and provider e-signatures, form reminders, SOAP-style treatment notes, secure document sharing, PDF and Dropbox export, e-faxing and a HIPAA BAA. Practice Management at $84.90 adds appointment management, reminders, a booking widget, automated intake, a secure client portal, invoices and recurring payments, claims and superbills, task management, telehealth and phone support. The low-volume Practice Management plan costs $59.90 and allows 25 appointments and 25 client form submissions per 30 days per practitioner. Extra practitioners cost $10 to $30 depending on the plan. There is no contract, and the 14-day trial needs no credit card. Therapists who want a deep clinical EHR may find the notes lighter than in dedicated therapy systems.

Who it is for

Therapists whose biggest pain is paperwork and intake, with scheduling as a second need.

Price

Forms Only from $29.90 per month (low volume); Practice Management $59.90 low volume or $84.90 per month.

Forms Only low volume $ 29.90 / month
Quoted from the vendor pricing page on November 9, 2026.

Key features

• Unlimited branded form templates with client and provider e-signatures
• Treatment notes such as SOAP, secure document sharing and e-faxing options
• Appointment management, reminders, a booking widget and automated intake on Practice Management
• Payments, recurring payments, claims and superbills
• Telehealth included on Practice Management

Strengths and weaknesses

• Strength: No contract, cancel anytime
• Strength: HIPAA BAA on every plan
• Strength: Low-volume plans for new practices
• Weakness: Low-volume Practice Management caps appointments and forms at 25 per 30 days
• Weakness: Each extra practitioner costs $10 to $30
• Weakness: Scheduling is not in the Forms Only plans

Key facts

• Plans: Forms Only, Practice Management, plus low-volume versions
• Free trial: 14 days, no credit card
• Additional practitioner: $10 to $30 per month by plan

Where it ranks

IntakeQ is No. 8 in our Best Therapy Practice Management Software verdict.