# Zentake Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Zentake the right Forms Automation solution for you? Explore 48 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/170525/Zentake/reviews --- Zentake 4.9 (48) [View alternatives](https://www.capterra.com/p/170525/Zentake/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated July 9th, 2026 # Reviews of Zentake Ease of use 4.9 Customer Service 5.0 ## Pros and Cons in Reviews EB Erica B Office ManagaerMedical Practice, 2 - 10 employeesUsed the software for: 1-2 years. “Customer service quick response and the fact that everything is paperless“ March 13, 2025 AT Angie T Office AdministratorHealth, Wellness and Fitness, 11 - 50 employeesUsed the software for: 1-2 years. “I also don't love how it integrates with Elation because it allows for duplicate accounts.“ September 12, 2023 JE Jamie E Licensed Massage TherapistHealth, Wellness and Fitness, Self-employedUsed the software for: Less than 6 months. “Also, their customer service is amazing (and fast). “ December 27, 2024 SD Sandra D Patient experience directorHealth, Wellness and Fitness, 2 - 10 employeesUsed the software for: More than 2 years. “Easy set up for new patients and the fact that the forms integrate with our EMR :) saving the front desk a step“ August 15, 2023 MH Maria H OwnerMedical Practice, 2 - 10 employeesUsed the software for: 1-2 years. “Saves paper, money and is readily available.“ October 4, 2022 ## Showing most helpful reviews Showing 1-25 of 48 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use NK Nicole K. Physician Medical Practice Used the software for: Less than 6 months ### "Zentake review" April 22, 2025 5.0 Amazing. Whenever we have an issue, they are quick to respond and help out. Product is very easy to use and understand. Pros It allows us to streamline many aspects of our workflow and is highly customizable. It is great for forms sent to our patients and for internal forms that we use amongst ourselves. Cons Cannot control the reminders that get sent to patient's easily. It would be great to be able to specify whether reminders get sent with particular forms. Review Source Response from Zentake April 23, 2025 Hi Nicole, Thank you for your review!! As for " It would be great to be able to specify whether reminders get sent with particular forms." you can do this by selecting the form and then settings. PK Paige K. Co-founder Health, Wellness and Fitness Used the software for: Less than 6 months ### "Super happy with Zentake " August 14, 2025 5.0 10/10. Super happy with it. Simple and easy to use. Really great value. Customer service has been great! Pros Zentake is super simple to use and intuitive. It’s made our processes run much smoother. Great service!! Cons No complaints. Everything works well and the value is really good. We’ve had a great experience with it Review Source CD Caitlin D. Office Manager Hospital & Health Care Used the software for: 2+ years ### "Zentake " September 11, 2023 4.0 It has been very good to our business. Despite the few things that need done better (here and there), the overall system has made things much easier for us all at a growing practice. Pros It has become very easy to use. We do not need to reach out to our rep as much since we can update and change the forms easily as needed. Cons It seems to take a while for the ball to get rolling on features that are coming out to users. I am unsure if it is on a massive list and there is only so much that can come out at a time but calculating scales took about 2 years from when we heard it would be done. Review Source EB Erica B. Office Managaer Medical Practice Used the software for: 1-2 years ### "Office Manager" March 13, 2025 5.0 \[sensitive content hidden\] our representative is the best. I always get same day response and fixes any issues we have. Pros Customer service quick response and the fact that everything is paperless Cons I don't have anything that we dislike about Zentake. Review Source TH Tasha H. PMHNP-BC Mental Health Care Used the software for: 6-12 months ### "Thank you Zentake" March 8, 2025 5.0 Really good! They respond quickly when you need them. Pros I love Zentake! They have made my intake process smooth, quick, and easy! Cons I really don't have a con. They are cool. Review Source BO Brittany O. Clinical Reserach Supervisor Medical Practice Used the software for: 6-12 months ### "Great Product!" November 8, 2024 5.0 Great experience! really helped streamline our new patient process Pros being able to send via email or text as an option Cons I dont have any negatives about zentake at this time Review Source MV Manolo V. Practice Manager Health, Wellness and Fitness Used the software for: Less than 6 months ### "Great Product for Forms Automation" July 30, 2024 5.0 I recommend Zentake to anyone looking for Form Automation. It's very easy to create/customize forms, for the patients to complete the forms and for us to receive the forms back. Great customer service. It's been a Great Experience overall! Pros What I like about the product is: - It's very easy to create forms from scratch or customize the forms after being created. - User-friendly. You don't need extensive training to start using the program. - Ability to send individual forms or organize them on a packet. - Ability to have Required fields on the form. This will help to collect all the necessary information. - It's easy for patients to fill out the forms. No complaints from patients so far. - Customer Support - \[sensitive content hidden\] is our contact/support person. He always goes above and beyond to resolve any issues or answer questions we might have. - It will take less than a minute to send a form/packet to a patient. - HIPAA compliant In Summary: It's a great product for form automation, easy to use and customize. Customer service support has been great. Very responsive. Cons I have no Cons at this moment. So far so good. Any issues were fixed right away. Reason for choosing Zentake Price Easy to use and customize forms Satisfy our needs Review Source SH Stephanie H. Clinic Administrator Medical Practice Used the software for: 2+ years ### "Zentake is an incredibly useful data integration tool." April 27, 2023 5.0 Pros Zentake far exceeds all other integrated form platforms I have used. Its ease of use and customizable fields coupled with its price makes it hands down a go to product. Cons If I have to choose something to dislike about Zentake it would be that there is a learning curve to create forms. There are so many options and ways to manipulate how to present your forms that it takes time to learn the system and all it is capable of. Review Source MBC Mary Beth C. Nurse Practitioner Hospital & Health Care Used the software for: 1-2 years ### "Changed my practice! Exactly what I was looking for!" July 20, 2022 5.0 A game changer for my micro practice. The price is incredible for the product and the service I receive has been incredible. Pros I have a functional medicine practice which require detailed information from patients. I was struggling with making my micro practice easy and functional for the patient to complete all the laboriously required data either in advance of their consult or follow up appointments. Zentake was suggested to me and believe me, it has absolutely changed my practice in a positive direction. Fillable forms are easy for the patient. No limit to the characters. Dashboard is easy to use and interface with. My rep, \[SENSITIVE CONTENT\] couldn't be more responsive to my needs from designing any and all my forms to helping me design my own, now that we have the capability. Cons The only way I see this software being better is if it could integrate with my EMR. But outside of that, I wouldn't change a thing. Review Source Response from Zentake July 25, 2022 Thank you Mary Beth! KH Katherine H. Family Nurse Practitioner and Practice Owner Hospital & Health Care Used the software for: 6-12 months ### "Zentake for the Win" May 18, 2023 5.0 Fantastic to work with. Makes life much easier and paperless Pros That you can create custom forms, the data can migrate and populate to the discrete fields in the EMR. I love the customer support Cons The signature feature on an iPad is touch and hard for my elderly to do Reason for choosing Zentake Integrated with my EMR, Elation Health Review Source Response from Zentake June 7, 2023 🙌 Thank you Katherine! We will work on improving the signature on tablets. DP Devang P. Physician Medical Practice Used the software for: 6-12 months ### "Amazing Product and Service" August 19, 2022 5.0 Too numerous to count. I hope they keep innovating. Pros It integrates and puts the forms in the right chart and creates a chart in EMR. Cons Address verification through USPS formatted address would be nice. Integration with Stripe to collect credit card info securely would be nice to set up monthly subscription services. Review Source Response from Zentake August 24, 2022 Thank you for the kind words Devang, Stripe integration is coming soon! GB Griffin B. Registered Nurse Hospital & Health Care Used the software for: 1-2 years ### "Zentake is Great!" January 5, 2023 5.0 Zentake has been easy to use for clients. Forms are easy to complete and it is easy to customize the form to fit our needs. Pros Ease of sending and creating forms and patients. Stephen is always helpful and resolves any new forms/updates quickly. Love the ability to create specialized forms and packets for our clients. Cons Wish there was a way to automate reminder emails to clients. Review Source CL CORLETTE L. CEO Medical Practice Used the software for: 1-2 years ### "Why I love Zentake" April 14, 2021 5.0 Pros 1\. ease of use 2. the company listens and attempt to integrate additional items/ features the customer needs 3. There are no limitation to the amount of documents a customer account can have 4. Edits request are ALWAYS completed in a very timely manner. Cons All of my previous cons were updated to better features Review Source TS Tracy S. Health Coach Health, Wellness and Fitness Used the software for: Less than 6 months ### "Excellent system and super fast customer service!" July 10, 2019 5.0 FABULOUS. Pros They can do whatever we want! Checkboxes, columns, graphs...any detail we wanted on our questionnaire was met with a "no problem!" It sooo easy to use that everyone in the office figured it out in a matter of minutes. Changes are easily -- and quickly -- made as well. Cons The cost, as we are a tiny, poor office! But they were helpful in this area as well. Reason for choosing Zentake This was recommended by our EMR, plus it just seemed MUCH easier to use and autopopulated a lot of info into our EMR. Review Source SR Shairstin R. Director Medical Practice Used the software for: Less than 6 months ### "Love the customer service!" April 15, 2021 5.0 Zentake is great, very customizable and easy to use. The customer service is really great too. They are very attentive and respond quickly. \[SENSITIVE CONTENT HIDDEN\] was amazing and so easy to work with!! Pros It is a very user friendly and seamless system Cons I wish there was an option to add pictures to their profile. Like before and after pictures. Review Source LF Lindsay F. Executive Director Mental Health Care Used the software for: Less than 6 months ### "So helpful, easy to use " May 27, 2020 5.0 AWESOME! \[SENSITIVE CONTENT HIDDEN\] has been so helpful in helping me learn the software and in quickly uploading any new forms. Pros This software makes intake packets and forms easy to complete for the client, and easy for me to send and access as the clinician Cons The formatting makes the forms difficult to print for paper charts Review Source RC Robyn C. Admin Health, Wellness and Fitness Used the software for: 2+ years ### "5 Stars isn't enough" July 9, 2026 5.0 immediate response time when i had any questions or needed any forms added to our account. Highly advise on using them Pros The customer service is 10/10. Immedicate calls back when I reach out to our customer service rep. Very friendly Cons There is nothing I do not like about using this company. I have no complaints whatsoever. Best service Review Source DL Destinee L. MA, Manager Hospital & Health Care Used the software for: 2+ years ### "Our Rep rocks!" August 29, 2025 5.0 I think our rep has made my experience overall great. He has a quick response time, I want to say that he gets back to us daily. Pros I have been working for our company for over 4 years and \[sensitive content hidden\], our Zentake Rep has been amazing!! Cons I have not had any negative experiences, I know this section is to share opportunity for growth, but nothing on our side! Review Source JW Jenny W. Therapist Mental Health Care Used the software for: 1-2 years ### "Helpful product." September 29, 2025 5.0 Overall, Zentake has lived up to what we were told we would get. Help is easy and quick, and the packets save us so much time. Pros Zentake is easy to use for our office staff and clients. When we have problems, they are also resolved quickly. Cons Sometimes it won't let us download a packet as one file, and that is a pain to do each form individually. Alternatives considered [Docusign](https://www.capterra.com/p/121506/Docusign/) Reason for choosing Zentake The ease of creating and using forms and customer service. Review Source AP Ashley P. Surgical Office Manager Plastics Used the software for: Less than 6 months ### "Amazing Company!" June 24, 2026 5.0 Our overall experience has been smooth. Our rep has always been kind and responded quickly and efficiently. We have had a very smooth onboarding and experience so far. We are very pleased with our experience overall. Pros Customer support is AMAZING. Our rep always answers, helps, and expedites all our requests in a timely manner. Form creation is quick and easy! The system is very easy to use and navigate! Cons I honestly like everything about Zentake. The website is easy to use and navigate. Company is friendly and efficient! Reps are kind and knowledgeable. Review Source BW Brianna W. ARNP Health, Wellness and Fitness Used the software for: 1-2 years ### "Zentake takes all the effort needed behind the scenes " May 21, 2025 5.0 Let me tell you, this has been a great experience. I noted two needs that were needed and had a quick resolution with it the week. Well done. This is probably all for now, but I'll certainly think of other things that would be helpful for me and other providers or clinics or other businesses out there that use your platform Pros How it seamlessly adds the appropriate info to the location in the chart or note prep. Fillable PDF is great too. Cons Nothing yet! If anything I’d have a per clinic price and Not per provider . . . . Switched from [Elation](https://www.capterra.com/p/147889/ElationHealth/) Too much work as it did not AI analyze what’s there, it would add nonsense and clogged up our PMH section Review Source AK Abrie K. Clinical Director Health, Wellness and Fitness Used the software for: Less than 6 months ### "Couldn't Be Happier With Zentake" January 13, 2026 5.0 We are thrilled with how Zentake has improved our workflow - literally countless hours and headaches saved for our admin and clinical staff. Pros Ease of onboarding, speed and helpfulness of customer support, seamless integration with our EHR, flexibility and customizability, and generally making our lives SO much better. Cons I've felt like they have thought of most things and am so thankful they exist as they filled the gaps of what our EHR can't do on its own. Review Source JE Jamie E. Licensed Massage Therapist Health, Wellness and Fitness Used the software for: Less than 6 months ### "Forms don’t have to be ugly & difficult for your clients/patients. Highly recommend." December 27, 2024 5.0 I have struggled for so long trying to find the perfect fit for intake forms and progress/SOAP notes that it isn’t even funny. No intake form had the right stuff on it, and other intake software didn’t take into account that my state requires a therapist signature as well. Or they were super clunky/ugly/ not client end friendly. (Just because it’s healthcare, doesn’t mean it has to be old and outdated looking). I also struggled with standard SOAP notes. Not anymore! A few of my clients (yes, I had clients who have zero problems telling me what they don’t like, test these) now joke that I have the best forms and form filling set up around 😅. I was even able to finally have the SOAP / Progress note set up that I have been searching for. Overall experience has been super positive, and they have for sure exceeded any expectations. Much appreciated. Adding here that I started with Square Contracts or paper/pen, and other software tested: PracticeQ/IntakeQ: both similar in pricing, but I couldn’t get past the client needing a password to fill a form (friction area for the client), as well as JotForm: therapist signature was friction for me, and the price increase as soon as HIPAA is mentioned were all a no thank you for my particular needs. Pros I really like the amount of options for customizing your forms. They have adaptable / conditional response options, showed me how to break up a form so it doesn’t seem so obnoxious, clients can pause and continue later.. etc. Clients can fill, then it goes to your main dashboard for any office use areas / practitioner signatures, etc. to be filled. Also, their customer service is amazing (and fast). I didn’t follow initial directions on having forms automatically import to a drive (after reading the easy to understand guide, it was super clear to me that I was the error, lol.) They were super cool about it and answered all the side questions I had. I needed a certain set up / importing order for a form, and they literally created a beta feature for me to test. That was amazing (and it works perfectly). I also really love that they don’t force password protection just to fill out a form as a client, since that would create a friction point for the client/ patient. The client side is super user friendly, aesthetically pleasing, easy flowing, and they have options for them as well as far as allowing downloads of the forms they filled, etc. (which you, the form creator can allow or not). They have quite a few integrations available as well. So glad I decided to test them. I now have the most functional (for me & easy for clients) forms in my area 😂. Internal forms, office use section, packets (multiple forms that can be sent), signatures, and all the things. They are all optimized for whatever device (phone, tablet, desktop) the person is using. Tablet / kiosk modes (I use those for in office form filling). They’re great and I do not regret choosing them at all. Cost wise.. I feel it’s mid to slightly lower than other similar software costs. (For all that you get, and the amazing team behind Zentake, I feel it’s worth the cost). Cons I haven’t found anything that I dislike, and if I did, I would simply contact them and ask, since their team is amazing. Review Source FS Fareed S. Business Manager Hospital & Health Care Used the software for: Less than 6 months ### "Business Manager" August 19, 2025 5.0 Form has all the features I needed. Creating the form is user friendly. Great customer support. Reasonable fee. Pros Overall great experience with the product and the company. Simple and customizable features. Great customer support. Cons Can't think of any at this point. May be I would like them to integrate with OneDrive so that we can directly safe the forms. Switched from [Jotform](https://www.capterra.com/p/158456/JotForm-4-0/) Easy of creating the forms. Log in restrictions Review Source AM Angie M. Operations Manager Medical Practice Used the software for: 1-2 years ### "form automation" August 25, 2022 5.0 Our experience has been great. \[SENSITIVE CONTENT\] has helped us from the start and continues to be very responsive when we make changes and add new locations. Pros Zentake interfaces without electronic medical record thus has significantly reduced our scanning Cons we have multiple clinic locations. Currently Email notifications of completed documents all go to 1 person who forward them to the appropriate clinic. Since the documents or packets identify clinic locations it would be great if the Zentake system sent each locations email notifications to a different email address but it's a minor inconvenience since the documents upload to our electronic medical record and it's just a notification. Switched from [Docusign](https://www.capterra.com/p/121506/Docusign/) it was very difficult to create your own documents and support was not very supportive Review Source Response from Zentake September 6, 2022 Thank you Angie! Always working to improve. love the feed back! 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