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.
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.
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.
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.
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.