A client portal is a secure, branded space where your clients can view requests, upload documents, submit responses and track progress.

Unlike public forms (like Google Forms), each portal is private and unique to a specific client.

What is a client portal?

Clients can upload or view files, complete requested forms, view task statuses, act on your revision requests, and communicate directly through comments or messages, all in one place.

What can clients do inside the portal?

Absolutely. All data transfers are encrypted in transit and at rest. Access links are secure and unique to each client, ensuring privacy and compliance.

Is the client portal secure?

Yes. You can see real-time activity from your dashboard, including when a client opens their portal, uploads a document, or completes a request. You can also enable notifications and review detailed activity logs.

Can I track when clients view or complete requests?

You can resend their access link anytime. Each link remains unique and secure, so clients will still see their existing progress when they return.

You can also lock or revoke access to a portal at any time from your dashboard.

What happens if a client loses their portal link?

No. Portals remain active unless you manually delete or archive the document request.

Do portals expire or get deleted automatically?

If you need a custom feature, we’ve got you covered. Join as an enterprise customer, and we’ll work with you to build a solution tailored to your business needs.

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Client portals

Collect with ease.

Provide your clients with a seamless, professional way to upload files and share information.

Simplified file collection.

End confusion from emails. Let clients share files and information in one place.

Private and
Secure.

Protect sensitive files with encrypted uploads and controlled access.

Collect 80%
faster.

Centralized document sharing helps you receive what you need faster.

Trusted by businesses like yours

Racheal Graham

Everything your business needs.

Integrations

Branded URLs

Legally-binding eSignatures

Set up client portals in no time.

Sculpt forms the easy way. Drag, drop, and edit with our no-code editor. Collect any type of data from simple text to large files. Easily request just about anything, in minutes.

Brand your client portals.

Personalize the look and feel of your client portals to reflect your brand. Add your logo, color themes, or set up a white-label client portal with your own custom domain. Your branding, your way.

No login for clients.

Offer a seamless experience to your clients with private forms that don't require login. OkaySend sends clients unguessable links for immediate access and enables a frictionless experience that they'll thank you for.

Auto-save progress.

Your clients don't have to complete forms in one go. Responses are saved automatically, allowing them to pick up where they left off when they return. This flexibility is especially helpful if clients don't have all the answers at once, making the process less intimidating.

Tailored to work on any device.

Build responsive client portals that are intuitive and look perfect on any device. Enable clients to fill out forms and upload documents from their phones.

Secure by design.

OkaySend uses unguessable links to access secure portals, employing advanced encryption protocols (HTTPS/TLS). This ensures a seamless client experience, ensuring confidentiality and trust.

Your questions and concerns.

Have more questions?

What is a client portal?

What can clients do inside the portal?

Is the client portal secure?

Can I track when clients view or complete requests?

What happens if a client loses their portal link?

Do portals expire or get deleted automatically?

My company needs a custom feature that’s not yet supported. What should I do?

Client portals

Collect with ease.

Provide your clients with a seamless, professional way to upload files and share information.

Simplified file collection.

End confusion from emails. Let clients share files and information in one place.

Private andSecure.

Protect sensitive files with encrypted uploads and controlled access.

Collect 80%faster.

Centralized document sharing helps you receive what you need faster.

Trusted by businesses like yours

Racheal Graham

Everything your business needs.

Integrations

Branded URLs

Legally-binding eSignatures

Set up client portals in no time.

Sculpt forms the easy way. Drag, drop, and edit with our no-code editor. Collect any type of data from simple text to large files. Easily request just about anything, in minutes.

Brand your client portals.

Personalize the look and feel of your client portals to reflect your brand. Add your logo, color themes, or set up a white-label client portal with your own custom domain. Your branding, your way.

No login for clients.

Offer a seamless experience to your clients with private forms that don't require login. OkaySend sends clients unguessable links for immediate access and enables a frictionless experience that they'll thank you for.

Auto-save progress.

Your clients don't have to complete forms in one go. Responses are saved automatically, allowing them to pick up where they left off when they return. This flexibility is especially helpful if clients don't have all the answers at once, making the process less intimidating.

Tailored to work on any device.

Build responsive client portals that are intuitive and look perfect on any device. Enable clients to fill out forms and upload documents from their phones.

Secure by design.

OkaySend uses unguessable links to access secure portals, employing advanced encryption protocols (HTTPS/TLS). This ensures a seamless client experience, ensuring confidentiality and trust.

Your questions and concerns.

Have more questions?

What is a client portal?

What can clients do inside the portal?

Is the client portal secure?

Can I track when clients view or complete requests?

What happens if a client loses their portal link?

Do portals expire or get deleted automatically?

My company needs a custom feature that’s not yet supported. What should I do?

Private and
Secure.

Collect 80%
faster.