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Head-to-head · Client Intake Software

Onvoy vs IntakeQ

  • Updated Oct 2026
  • Both researched from official sources
  • 7 checks side by side
Higher score Onvoy #4 in Client Intake Software 8.9/10 Free plan Free plan✓ 5 of 5 features Visit Onvoy
IntakeQ #5 in Client Intake Software 8.8/10 14-day trial Free trial✓ 5 of 5 features Visit IntakeQ

Onvoy leads on 2 checks, IntakeQ on 0, and 5 are even. Who comes out ahead on the 7 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreOnvoy · 8.9/10
  • Lowest starting priceOnvoy · $29/mo
  • Free planonly Onvoy
  • Free trialonly IntakeQ

Onvoy scores higher on our rubric for client intake software: 8.9 against 8.8 out of 10; our editors rank them #4 and #5.

Onvoy offers free plan; IntakeQ doesn't. Onvoy is cheaper to start at $29/mo against $29.90/mo. On workflow automation, IntakeQ gives you Conditional where Onvoy offers Template.

Onvoy is the better fit for small teams wanting free intake with payments. IntakeQ is the better fit for established practices needing structured intake.

  • Onvoy fits best

    Small teams wanting free intake with payments

  • IntakeQ fits best

    Established practices needing structured intake

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Side by side

Feature Onvoy 8.9/10 Visit ↗ IntakeQ 8.8/10 Visit ↗
At a glance
Editor score 8.9 8.8
Ranking #4 in Client Intake Software #5 in Client Intake Software
Best for Small teams wanting free intake with payments Established practices needing structured intake
Pricing model Free plan + paid Paid
Starting price $29/mo (best) $29.90/mo
Free plan ✓ (best) —
Free trial — 14 days
Deployment Cloud Cloud
Platforms Web Web
Support Email Phone, Docs
Compliance GDPR HIPAA, GDPR, 2FA
Integrations 5 integrations 1,500+ integrations
Built for Solo, Small business Solo, Small business, Mid-market
Features Onvoy 5/5 · IntakeQ 5/5
Client portal ✓ ✓
E-signatures ✓ ✓
Document uploads ✓ ✓
Payment collection ✓ ✓
Custom branding ✓ ✓
Specs
Workflow automation Template Conditional
Our review
Pros
  • Free plan includes forms, uploads, templates, and email reminders
  • Starter adds e-signatures, Stripe payments, branding, and AI templates
  • Client portals, progress tracking, analytics, and agent connectors are included
  • Conditional forms, e-signatures, attachments, and secure document sharing
  • Client portal, messaging, scheduling, payments, invoicing, and telehealth
  • REST API, webhooks, and integrations with Dropbox, Zapier, and practice systems
Cons
  • Workflow automation is template-based rather than fully configurable
  • The service is available on the web only
  • SMS reminders are listed as coming soon on the Pro plan
  • No free plan; the trial lasts 14 days
  • The lowest plan is limited to forms and low-volume use
  • Regular-plan pricing differs across published plan pages
Our verdict

Onvoy is client onboarding software for freelancers, consultants, agencies, and other service businesses. It brings intake forms, structured answers, file uploads, document signing, Stripe payment collection, reminders, progress tracking,…

Read the review →

IntakeQ is cloud-based client intake and practice-management software for clinicians, allied health practitioners, and healthcare practices. Its core workflow covers customizable online forms, conditional logic, electronic signatures, file…

Read the review →
  1. OnvoyClient Intake Software 8.9Free plan
  2. IntakeQClient Intake Software 8.814-day trial

Strengths and trade-offs

  • Onvoy — where it wins

    • Free plan includes forms, uploads, templates, and email reminders
    • Starter adds e-signatures, Stripe payments, branding, and AI templates
    • Client portals, progress tracking, analytics, and agent connectors are included

    Where it doesn't

    • Workflow automation is template-based rather than fully configurable
    • The service is available on the web only
    • SMS reminders are listed as coming soon on the Pro plan

  • IntakeQ — where it wins

    • Conditional forms, e-signatures, attachments, and secure document sharing
    • Client portal, messaging, scheduling, payments, invoicing, and telehealth
    • REST API, webhooks, and integrations with Dropbox, Zapier, and practice systems

    Where it doesn't

    • No free plan; the trial lasts 14 days
    • The lowest plan is limited to forms and low-volume use
    • Regular-plan pricing differs across published plan pages
  • Onvoy8.9/10 · Free plan

    A free-first client intake tool that adds payments, signing, portals, and analytics as plans grow.

    Visit OnvoyFull verdict →
  • IntakeQ8.8/10 · 14-day trial

    A broad intake and practice-management suite for established healthcare practices.

    Visit IntakeQFull verdict →

More comparisons

All client intake software comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update