Collecting Documents,
Made Easy.

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


Get started—try for free

Drag and
drop.

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

OkaySend's Drag and drop editor.

Collect with
ease.

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

OkaySend's client-friendly checklists.

Less on your
plate.

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

OkaySend's automated follow-ups.


We make collecting information from clients easier than ever.

Automate onboarding: Spend 71% less time gathering info.

Collect documents without hassle.

No more
chasing.

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

OkaySend's automated reminders.

Enhance
productivity.

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

Save time with OkaySend.

Reduce
errors.

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

Reduce errors with OkaySend's validation checks.






OkaySend's testimonial from AMVLAW logo

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.

Additionally, speaking with Haseeb has always been a pleasure. He and his team are extremely helpful. There are a number of additional features on the roadmap that will make the product even better. Great job!

Aaron Viscichini, AMVLAW PLLC





OkaySend's testimonial from Newman Web Solutions logo

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/software your business desperately needs.

Sam Newman, Newman Web Solutions

Automatically move a project along with the right content.




Demo: Try it out for yourself

No sign up—no credit card required



Choose file or drag a file here

Drag, drop, and edit.

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

Demo—try out for yourself



Streamline client uploads.

Private portals that don't require login and auto-save progress. Make it effortless for your clients to submit documents, providing them with a smooth and professional experience.

Demo—see what your clients will see



Send automatic emails.

Automate the polite nudging needed to remind them to upload their remaining documents. Send automatic email reminders using your templates and business email address.





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 files are successfully submitted, you can easily view, download, and export files in various formats. Plus, take advantage of automatic exports with seamless integrations to cloud storage services like Google Drive and Dropbox.





Invite and collaborate.

OkaySend is the all-in-one solution for teams of any size to collaborate efficiently, with controlled access for each member. Say goodbye to scattered emails and clunky, disconnected systems.





So much more.

Unlock a world of integrations with Zapier, personalized branding, virus and malware scanning, daily data backups, webhooks, and more. At OkaySend, we're dedicated to continuously enhancing your experience.

OkaySend


Secure by design.

Your data’s security and integrity are as important to us as they are to you. With industry-leading encryption, regular audits, and compliance with the latest privacy standards, we ensure your information is always safe and secure.



Learn more about security

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.



Learn more

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 Zapier, Google Drive, and Dropbox, with more integrations on the way. Connect your favorite apps, tools, and cloud storage systems to automate repetitive tasks and streamline your workflow.



See our Zapier integration documentation

Customize how your requests appear.

Make your client portal truly yours by customizing the look and feel with your logo, color themes, and branding. Create a professional experience that reflects your business identity.

Customize how your requests appear.

Make your client portal truly yours by customizing the look and feel with your logo, color themes, and branding. Create a professional experience that reflects your business identity.

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.



Get started—try for free

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.



Contact sales

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.



Contact sales

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.

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.





14-day free trial

Enjoy full access with a 14-day free trial.
No credit card required.

Sign up—collect with ease


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 14-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 14 days. After the free trial, OkaySend costs a one-time fee (for lifetime users).

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.



Automate away the laborious task of collecting client information and documents.

Times have changed—trade in your manual workflows and swap the back-and-forth emails with OkaySend. Start your 14-day trial, today!



Get started—try for free

Psst, OkaySend is a web app and doesn't need to be installed (via a CD or otherwise).