As intuitive as Google Forms. Creating requests is simple, fast, and easy.
Collect with ease.
Autosaving without login. Client-friendly checklists a 9-year-old can follow.
Less on your plate.
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 more chasing.
Send checklists to clients with automatic reminders. No matter the stakeholders involved.
Enhance productivity.
Automate it all and spend more time focused on what’s most important to your business.
Reduce errors.
No more confusing email trails with wrong info and missing attachments. Less stress guaranteed.
“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! ”
“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. ”
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.
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, andmore. At OkaySend, we're dedicated to continuously enhancing your experience.
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.
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.
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.
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.
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 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.
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.