The fast, easy, and secure way to collect documents from clients.
No credit card required • 14-day free trial
Why use OkaySend?
Creating and sending requests for documents is simple and quick. You'll be surprised how easy it is to use our editor.
Simplify your workflow by accessing all your data in one place. Track your document requests with real-time updates and notifications.
Easily review and ask for redos with clear instructions. With a single click, approve or reject incorrect responses.
Provide your clients with a seamless, professional way to upload files and share information without confusion, clutter, or endless email chains.
Private portals that don’t require logins and automatically save progress. Create a seamless experience for your clients and customers.
Automate the polite nudging needed to remind clients to upload pending documents. Send on-brand emails using your templates and business domain.
All the features you need to accelerate workflows and keep your clients happy.
What’s included?
Your data’s security and integrity matter as much to us as they do to you. With industry-leading encryption, regular audits, and compliance with the latest privacy standards, we ensure your information stays private, safe, and secure.
AES-256 and HTTPS/TLS encryption
GDPR
compliant
Private by design
Single Sign-On (SSO)
Get fast, reliable help no matter your plan. Our entire support team comes from technical backgrounds and genuinely cares about your success. Whether you’re just getting started or already up and running, we’re here whenever you need us.
Deliver a seamless experience across email, SMS, mobile, and web.
Engage clients in their language with built-in support for 9 languages.
Stay confident with blazing performance, global accessibility, and five-nines reliability.
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“ I would absolutely recommend this as a content portal or a way to collect information from anyone ”
Green House Creative
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“ As an estate planning attorney, I have been looking for a simple and straightforward way to intake clients that doesn't involve PDFs and scanning documents. OkaySend is exactly what I needed. I would fully recommend the product to anyone in a similar professional situation. ”
AMVLAW PLLC
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“ As an agency, we're always looking for ways to improve our processes and provide a better user experience. Therefore, we always look for tools and software to help us. There are some excellent tools and software out there, and then there are some rare golden gems, and OkaySend is one of these rare gems.
From the first time we used it, OkaySend has elevated our user experience with our clients regarding collecting the information we need.
I can't say enough great things about OkaySend or the level of customer service I've received when I've reached out to their support team. If you're looking for a way to win more business while elevating your user experience with your clients, get started using OkaySend. It's the one tool your business desperately needs. ”
Newman Web Solutions
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“ I've been using OkaySend for about two years now and I'm really enjoying it ”
Type Away
No credit card required • 14-day free trial
Go to the Help Center
Or write to us at help@okaysend.com. We'll get back to you promptly.
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?
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.
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Let Me Search LLC. All rights reserved.
Dodge City, KS, 67801, USA
United States
