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Module 7: Advanced Tools & Integrations

Module 1.1 – Account Settings

IntakeQ offers a “setup guide” with steps to however, we recommend going through the videos in Module 1 to set up your account.


Navigate to Home > More > Account to adjust your basic account settings and input your basic business information (this will be important for billing). Here you will be able to create a HIPAA BAA and GDPR agreement, enable 2 factor authentication, adopt a signature, and enable a vanity URL.

Module 1.1 - Account Settings

Helpful links: