One platform, thousands of use cases.

OkaySend is for all professionals, in any industry, for teams big and small, from startups to growth stages and beyond.

Accountants.

Onboard clients, gather responses to inquiries, and collect documents come tax season.

Legal.

Create client intake forms and collect necessary documents to initiate work on important cases.

Digital Agencies.

Effortlessly collect data, content, and other assets to finish projects on time.

Marketers.

Onboard clients, gather insights, and streamline the creative process.

Mortgage Brokers.

Collect essential financial documents and send proposals, faster.

Real Estate.

Collect completed paperwork and files from investors, tenants, and potential buyers.

Human Resource.

Organize your onboarding flow and collect legal documents for your new employees.

Consultants / Coaches.

Simplify your process and deliver a great experience to your clients.

Event Managers.

Get presentations from speakers and engage sponsors on time and without stress.

Schools.

Automate and scale enrollments for applicants, students, and teachers.

Client Onboarding / KYC.

Get business documents to open accounts and start working with new clients.

Start with a ready-made template—customize as needed.

+ Browse all templates

Your questions and concerns.

Getting started is easy. Please Sign up here.

We’ll ask you for a few basic details to setup your Account the first time you sign in.

Then, you can get a free 30-day trial upon choosing a plan.

Note: You can get a feel for the product and start creating checklists to send, instantly. However, in order to send requests for info, you'll need to be on a paid plan or on your free trial period.

No, OkaySend is a paid service.

All paid plans are free for first 30 days. After the free trial, OkaySend costs a monthly recurring fee.

OkaySend offers competitive pricing and aims to provide a solution that not only fits your budget but also adds substantial value to your business.

Plans, mainly, include limits on active requests, storage, and seats (team members). Following is a break down:

An active request is a request that was sent and is currently in progress, accessible to the client, and available to be filled out. Your billing plans are limited by the number of active requests at the same time.
Team members can create, view, and edit requests. Number of invites depends on your Account's selected billing plan.
The amount of storage available to you depends on your Account's selected billing plan. Note: Requests that are archived will still count against your storage quota.

You can create unlimited checklists to send, receive unlimited responses, and add unlimited people or organizations as recipients.

Think of a request as a form. It can have any number of questions, fields, and file upload inputs.

When you need some information, you send a request (for information). When you send a request to a person (or organization), OkaySend will periodically remind them to fill it out.

If you send another request to a (different or even the same) person, that will be considered as 2 separate Requests.

Once a request is completed, it no longer counts towards your plan limit.

Checklist in OkaySend is a list of the information you require from your clients. Checklists make it easier to follow and track progress and serve as a reminder of the information to be provided.

Note: Checklists and Requests are the same thing in OkaySend. Checklists become Requests once they are sent to your customer or client.

We send automated reminders to your clients for approaching deadlines and remind them to provide the information you require.

Learn more: What will a Reminder look like?

No! Automate routine collection tasks using our #nocode intuitive drag-and-drop editor and dashboard.

You can even start with one of our templates and personalize it as you go along.

Yes! Whether it's connecting with CRM software, file storage solutions, or other tools you use, our platform ensures a smooth integration process, enhancing collaboration and efficiency across your entire workflow.

Only you can see your data (or your team members you allow access to).

Your data is stored and fetched using industry standard and current encryption protocols for HTTPS. We also encrypt your data at rest.

Yes! We do not access any customer data as a strict matter of policy, unless you’ve given us explicit written approval to do so for support, migration, or for debugging any issues.

For more information about our privacy and security practices please read our Privacy Policy.

The security and integrity of your data is important to you and we understand the immense responsibility we have to safeguard your data and maintain your trust in us.

OkaySend is more secure than email. We’ve put in place industry-leading security and operational measures to keep your data safe when it resides on OkaySend systems.

All data exchanged between your systems and our system is encrypted in transit using industry standard and current encryption protocols for HTTPS. We use full disk encryption across our entire infrastructure, so data is encrypted at rest as well. For more information about our security practices please view: Security & Compliance.

Yes! OkaySend uses encryption across our entire infrastructure, is not susceptible to spam or phishing (unlike email), and (your) email addresses are not exposed or made public to strangers on the internet.

Try searching a topic over at our Help Center.

Or write to us at help@okaysend.com. We'll get back to you promptly.

Collecting Documents,Made Easy.

The fast, easy, and secure way to collect documents from clients.

Drag anddrop.

As intuitive as Google Forms. Creating requests is simple, fast, and easy.

Collect withease.

Autosaving without login. Client-friendly checklists a 9-year-old can follow.

Less on yourplate.

Automate the back and forth emails. Less clutter means more work.

We make collecting information from clients easier than ever.

Automate onboarding: Spend 71% less time gathering info.

Collect documents without hassle.

No morechasing.

Send checklists to clients with automatic reminders. No matter the stakeholders involved.

Enhanceproductivity.

Automate it all and spend more time focused on what’s most important to your business.

Reduceerrors.

No more confusing email trails with wrong info and missing attachments. Less stress guaranteed.

“...one of our smartest decisions...OkaySend has been a huge time and stress saver.”

Hira Rehman, Growth Manager, Gaper

Automatically move a project along with the right content.

Drag, drop, and edit.

Creating and sending requests is simple. If you've ever used Google Forms, you already know how to use the OkaySend editor.

Make clients happy.

Forms that don't require login and auto-save progress. Help your clients succeed and offer them a professional experience that delights.

Send automatic reminders.

Your clients are busy. Automate the polite nudging needed to remind them to upload the remaining documents. Send automatic reminders via email and SMS.

Approve responses.

Quickly review and ask for redos as if looking over a client’s shoulder. With a single click, approve or reject incorrect documents or responses when unsatisfied.

Download files.

Once all the required content is submitted successfully, view, copy, and download responses with ease. Simplify your workflow by accessing all your data in one place.

Work as a team.

With all your tools and data in one place, OkaySend is the all-in-one solution for teams of all sizes to work more efficiently. No getting lost in emails and separate, clunky systems.

So much more.

Get almost endless integrations, customized branding, standardized data, and ability to streamline your document collection processes. Kick-start projects with OkaySend.

Secure by design.

The security and integrity of your data is important to you. Us too. Get industry-accepted best security and operational practices, gated user permissions, and industry-standard encryption protocols.

Boost productivity.

Simplify and automate your document request process. Stop chasing after clients; instead, send out requests and witness documents flooding in—up to 80% faster than traditional methods.

Boost productivity.

Simplify and automate your document request process. Stop chasing after clients; instead, send out requests and witness documents flooding in—up to 80% faster than traditional methods.

Limitless possibilities with integrations.

OkaySend seamlessly integrates with your existing workflows. Connect with your daily third-party apps, tools, and cloud storage systems to automate repetitive tasks.

Customize how your requests appear.

Personalize the look and feel of your client portal, add your logo, color themes, or use your own custom domain. Your branding, your way.

Customize how your requests appear.

Personalize the look and feel of your client portal, add your logo, color themes, or use your own custom domain. Your branding, your way.

Don't drown in the back-and-forth.

Organize your content and document collection. Speed up your document transfer process without getting lost in emails and confusing follow-ups.

OkaySend is built for teams large and small.

Automate and scale your document collection at your organization. Create automated workflows that take care of repetitive information capturing and follow-ups in the background.