Collect.


OkaySend provides an alternative to Collect, simplifying the process of gathering information from your clients through automated reminders.

Automated content and document collection for consultants, insurance providers, brokers, auditors, and more.


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First, What Makes Information Collection a Breeze?


Here's the scoop:

  1. Clear Objectives: Define your collection goals upfront for focused and relevant data.
  2. Time Savings: Time is money, so streamline your process to save both.
  3. Standardized Data: Get exactly what you need, in the right format, right when you need it. Trust us, it's a game-changer.
  4. Structured Forms: Organize your forms with relevant fields for systematic data capture.
  5. User-Friendly Interface: Keep it simple and intuitive for smooth data entry and navigation.
  6. Error Prevention: Implement checks to ensure accuracy while allowing flexibility in data formats.
  7. Progress Tracking: Keep tabs on submissions to maintain transparency throughout.
  8. Security and Compliance: Protect sensitive data and ensure compliance with regulations.
  9. Feedback Loop: Enable feedback for continuous improvement.
  10. Integration: Connect with other systems for seamless data transfer.
  11. Automation: Streamline repetitive tasks like reminders and validations for efficiency.




Is OkaySend the Right Solution for You?

OkaySend vs Collect: Streamline Your Client Document Collection Workflows


If you're considering a transition from Collect, OkaySend offers compelling reasons to make the switch. As we continue to add support for more languages and features like signature collection and an AI-assisted editor for lightning-fast request sending, OkaySend presents itself as a robust alternative.

While both platforms share similarities, OkaySend stands out with its special fields and AI assistant, ensuring a seamless process. If simplicity and efficiency are your priorities, OkaySend could be the perfect fit for your team.

Ultimately, the decision between OkaySend and Collect hinges on your unique project requirements and personal preferences.


A document workflow automation alternative for Collect.


OkaySend makes collecting information from clients easy!

Chasing down clients and collecting documents you need is like pulling teeth.

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.

Automatically move a project along with the right content.

Demo: try it out for yourself

Demo without signing up or putting down your credit card

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.

Demo—try out for yourself

Demo the editor

Demo the client portal

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.

Demo—see what your clients will see

One platform, thousands of use cases.

OkaySend is suitable for designers, accountants, lawyers, coaches, consultants, and more, from startups to growth stages and beyond, making the process of collecting information and documents from clients easy.

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





Accounting.

Accounting templates to streamline client onboarding for accountants. Easily gather responses to inquiries and collect necessary documents come tax season.

Legal.

Legal templates for lawyers and attorneys to create client intake forms and collect necessary documents, files, and other receipts to initiate work on their cases.

Design.

Design templates tailored for agencies to streamline client onboarding, send questionnaires, and effortlessly collect ad copies, assets, website content, graphics, and more.

Marketing.

Marketing templates to efficiently onboard clients, gather crucial insights, and streamline the creative process with marketing assets.

Financing.

Financing templates tailored for your financial endeavors. From client onboarding forms to questionnaires, to collecting essential financial documents for investments and loans, our templates are designed to set you up for success.

Client Onboarding.

Client Onboarding templates to streamline the process by sending comprehensive forms, collecting essential information, and ensuring a smooth transition for your clients.

+ Browse all templates

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

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



Call to Action—Get started

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





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Or click here to learn more about how OkaySend is an alternative document collection tool that you should consider in 2024.

Also, explore our Zapier and Make comparisons to see how OkaySend compares to these both no-code automation tools.





Automate your document collection to eliminate the back-and-forth emails.


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