Before You Start

Before you jump into the tasks ahead, here are a few helpful things to know.

  • Intake123 is a web-based application that works in most web browsers, which means you don't need to download or install any software on your computer. To be sure Intake123 works properly in your browser, you should enable cookies, pop-ups, and JavaScript.
  • It’s important to note that when you create an Intake123 account, you agree to comply with our Terms of Use.
  • We offer a number of online resources to provide help and insights about our tools and features. Check out our searchable Knowledge Base if you want to learn how something works, or if you run into any trouble.

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