Unlimited clientsYou can add unlimited clients or contacts. A Client is the recipient (a person or organization) you share your Checklist or Request (for information) with.
Unlimited remindersSend unlimited automated reminders to your Clients about approaching deadlines and to remind them to provide information.
Unlimited upload areas, questions, and fieldsNo limit to the number of items in your Checklists.
Pre-made templatesPick form an array of templates, covering most industry niches, that suit your needs. You can personalize or save your own templates as well.
No login required from clientsDrafts (of Requests) are saved automatically and your Client's progress restored (so they don't have to complete the checklist in one go).
Response approval systemOur software makes it easier for you to ask for redos from your Clients if the Response to a question (or field) is unsatisfactory.
Data encryption at rest and in transitData is stored and fetched using industry standard and current encryption protocols for HTTPS. We also encrypt your data at rest.
LanguagesChange the default language for your reminders and client portals. We support up to 9 languages, including: English, French (Français), German (Deutsch), Hungarian (Magyar), Indonesian/Malaysian (Bahasa), Japanese (日本語), Portuguese (Português), Russian (Русский), and Spanish (Español).
Real-time virus & malware scanningFiles, documents, and attachments you collect are automatically scanned for viruses and malware. With our built-in anti-virus, we'll alert you if any suspicious or malicious files uploaded by your clients are detected.
5 usersYou can invite 4 additional members of your team to access your OkaySend Account.
50GB storageUpto 50GB of data can be collected and archived.
Custom brandingYou can customize the look and feel of your Requests, remove the OkaySend branding, add your logo, customize emails, edit the success screen, and more.
Create unlimited requestsRequest is the form or client-portal you create.
You can create unlimited requests throughout your lifetime.
Unlimited clientsYou can add unlimited clients or contacts. A Client is the recipient (a person or organization) you share your Checklist or Request (for information) with.
Unlimited remindersSend unlimited automated reminders to your Clients about approaching deadlines and to remind them to provide information.
Unlimited upload areas, questions, and fieldsNo limit to the number of items in your Checklists.
Pre-made templatesPick form an array of templates, covering most industry niches, that suit your needs. You can personalize or save your own templates as well.
No login required from clientsDrafts (of Requests) are saved automatically and your Client's progress restored (so they don't have to complete the checklist in one go).
Response approval systemOur software makes it easier for you to ask for redos from your Clients if the Response to a question (or field) is unsatisfactory.
Data encryption at rest and in transitData is stored and fetched using industry standard and current encryption protocols for HTTPS. We also encrypt your data at rest.
LanguagesChange the default language for your reminders and client portals. We support up to 9 languages, including: English, French (Français), German (Deutsch), Hungarian (Magyar), Indonesian/Malaysian (Bahasa), Japanese (日本語), Portuguese (Português), Russian (Русский), and Spanish (Español).
Real-time virus & malware scanningFiles, documents, and attachments you collect are automatically scanned for viruses and malware. With our built-in anti-virus, we'll alert you if any suspicious or malicious files uploaded by your clients are detected.
10 usersYou can invite 9 additional members of your team to access your OkaySend Account.
100GB storageUpto 100GB of data can be collected and archived.
Custom brandingYou can customize the look and feel of your Requests, remove the OkaySend branding, add your logo, customize emails, edit the success screen, and more.
Create unlimited requestsRequest is the form or client-portal you create.
You can create unlimited requests throughout your lifetime.
Unlimited clientsYou can add unlimited clients or contacts. A Client is the recipient (a person or organization) you share your Checklist or Request (for information) with.
Unlimited remindersSend unlimited automated reminders to your Clients about approaching deadlines and to remind them to provide information.
Unlimited upload areas, questions, and fieldsNo limit to the number of items in your Checklists.
Pre-made templatesPick form an array of templates, covering most industry niches, that suit your needs. You can personalize or save your own templates as well.
No login required from clientsDrafts (of Requests) are saved automatically and your Client's progress restored (so they don't have to complete the checklist in one go).
Response approval systemOur software makes it easier for you to ask for redos from your Clients if the Response to a question (or field) is unsatisfactory.
Data encryption at rest and in transitData is stored and fetched using industry standard and current encryption protocols for HTTPS. We also encrypt your data at rest.
LanguagesChange the default language for your reminders and client portals. We support up to 9 languages, including: English, French (Français), German (Deutsch), Hungarian (Magyar), Indonesian/Malaysian (Bahasa), Japanese (日本語), Portuguese (Português), Russian (Русский), and Spanish (Español).
Real-time virus & malware scanningFiles, documents, and attachments you collect are automatically scanned for viruses and malware. With our built-in anti-virus, we'll alert you if any suspicious or malicious files uploaded by your clients are detected.
Google Drive & Dropbox integrationConnect OkaySend with your cloud storage to automatically export collected documents and files.
WebhooksListen to events in your OkaySend account through your webhook endpoint, enabling your integration to automatically trigger reactions.
Email supportHave a question or are stuck?
Happy to help you at every step of the way! Please write to us at help@okaysend.com.
Experience it, risk-free, for 60 days.
14-day free trial
Enjoy full access with a 14-day free trial. No credit card required.
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60-day money-back guarantee
Love it, or get a full refund within 60 days of purchase if you're not satisfied.
Co-founder Haseeb Zahid
You're in good company
“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.”
As intuitive as Google Forms. Creating requests is simple.
Collect with ease.
Client-friendly checklists a 9 year old can follow.
Less on your plate.
Automate the back and forth. Less clutter, more work.
Your questions and concerns.
We’re fully committed to the long-term success and development of the platform. Our team has a clear roadmap in place to continuously improve and support the service for years to come. You can view it here: https://okaysend.com/roadmap.
We understand that investing in software this way can feel uncertain. Lifetime access is a way for us to reward early adopters and loyal customers while maintaining a strong commitment to ongoing development, updates, and support.
If you have any specific questions about our roadmap or plans, we’d be happy to share more details with you. Please reach out to us at help@okaysend.com.
We’ll ask you for a few basic details to setup your Account.
No, OkaySend is a paid service. Paid plans are free for first 14 days. After the free trial, OkaySend's lifetime offer costs a one-time fee.
OkaySend offers competitive pricing and provides tangible value to your investment of time and money in us.
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.
Yes. You may upgrade or downgrade your plan at any time.
We pro-rate any fees paid. This means that when you upgrade, you only pay the difference.
No. Use our intuitive drag and drop editor to create requests. You can even start with one of our templates and personalize it as you go along.
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, you can cancel any time within the first 60-days of signing up.
Also, note that you start with a trial without ever paying a cent. Please log into your Account, click on your profile picture in the top right corner, then select settings. Go to billing to cancel your trial/purchase.
Yes. You can request a full refund within 60 days of purchase, no questions asked.
Additionally, you can try the service for free for 14 days without needing to provide your credit card.
If you have any more questions or concerns regarding refunds, please write to us at help@okaysend.com.
Yes, can trial the service for free for 14 days without having to put in your credit card.
Note: You can get a feel for the product and start creating checklists to send, instantly. However, in order to send actual requests for info, you'll need to be on a paid plan or on your free trial period.
At the end of your 14-day trial, you'll be prompted to upgrade to a paid plan, you can do so from the billing page in your account at any time during or after your trial.
Yes. You can invite as many team members as your plan allows.
Yes. You can change your payment method at any time in your billing settings.
When you reach the limit, you can still read, edit, and organize existing responses as usual, but you won’t be able to send new requests. However, you can delete existing requests to free up your storage.
