Solutions

Who is it for?

See all supported industries and use cases.

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Automate document collection: Spend 71% less time gathering info.

Collect information without hassle.

Reduce admin
work.

Fix the bottleneck. Get more billable hours back every week.

Multi-channel and
multi-lingual.

Engage clients in their language, across all channels.

Branded client
experience.

Deliver a professional experience with every touchpoint on-brand.

Responsive client
experience.

Clients can complete submissions seamlessly from any device.

Roles-based
access.

Define your team roles and control how data is accessed.

Secure and
private.

Encrypted end-to-end and completely private by design.

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Logo of Aurora Financials
Logo Wix Factory
Logo SCSU
Logo WH Solicitors
Logo AmeriEstate Legal Plan
reject individual files without affecting the rest of the submission

Financial services

Collect sensitive financial documents, statements, and tax returns through secure portals. Reduce back-and-forth with clients, accelerate claims, streamline onboarding, account opening, and application submissions.

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reject individual files without affecting the rest of the submission

Legal

Gather case files, agreements, and supporting documents from clients without the email chaos. Keep matter-related documents organized and follow-ups automatic.

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reject individual files without affecting the rest of the submission

Immigration

Request passports, visas, travel histories, proof of residence, and any other supporting paperwork through clear, itemized checklists. Make the process less stressful for clients no matter where they are in the world.

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reject individual files without affecting the rest of the submission

Logistics

Collect shipping documents, customs declarations, certificates of insurance, W-9s, SCAC codes, and other compliance documents from partners, carriers and clients.

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reject individual files without affecting the rest of the submission

Agencies and freelancers

Easily collect briefs, logos, copy, credentials, assets, and approvals to move projects forward. Reduce your admin work and get hours back every week.

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reject individual files without affecting the rest of the submission

Executive coaches

Intake speakers and sponsors, collect client info, assessments, and agreements easily or onboard new clients for your practice, smoothly, all in one place.

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Education

Collect enrollment forms, transcripts, certificates, and consent documents through a simple, login-free portal. Whether you're coordinating a campaign or managing an entire cohort, you'll never chase applicants, students, or parents for info again.

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reject individual files without affecting the rest of the submission

Real estate

Close deals faster with less document friction. Request proof of funds, ID documents, property images, rent deeds, tenancy agreements, and inspection reports from buyers, sellers, and agents, all in one place.

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reject individual files without affecting the rest of the submission

Human resource

Streamline employee onboarding by collecting contracts, ID copies, bank details, and policy acknowledgments through a clean, organized checklist.

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reject individual files without affecting the rest of the submission

Event management

Gather vendor contracts, permits, exhibitor forms, speaker bios, and sponsor materials without the inbox clutter. Keep every submission tracked and every deadline in sight.

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reject individual files without affecting the rest of the submission

SaaS and marketplaces

Collect user verification documents, business registrations, and compliance files at scale. Automate the intake process so your team focuses on growth, not admin.

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reject individual files without affecting the rest of the submission

Media and Publishing

Request contributor agreements, image rights, press credentials, and submission materials through branded portals that reflect your publication's identity.

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reject individual files without affecting the rest of the submission

Retail

Collect documentation for refunds, manage restocking inventory and onboard suppliers and vendors faster by collecting product certifications, FDA and USDA compliance documents, and contracts through a structured, trackable process.

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reject individual files without affecting the rest of the submission

Marketing

Collect client assets, brand guidelines, copy approvals, and campaign briefs without endless email threads. Keep projects moving and clients accountable.

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reject individual files without affecting the rest of the submission

Accountants

Be prepared come tax season. Request tax documents, bank statements, receipts, and financial records from clients with itemized checklists and automatic reminders.

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reject individual files without affecting the rest of the submission

Client onboarding

Make a great first impression. Send new clients a polished, branded portal to submit everything you need, from forms to IDs and agreements, before the work even begins.

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reject individual files without affecting the rest of the submission

Compliance and KYC

Collect Know Your Customer documents reliably and securely. Itemized checklists ensure nothing is missed, and automatic follow-ups keep submissions on schedule.

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Document collection

Replace scattered email threads with organized, trackable requests. Clients upload once and you get everything neatly packaged and ready to use.

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reject individual files without affecting the rest of the submission

Project briefs

Kick off every project with clarity. Send clients a structured brief request and collect goals, references, timelines, and assets all before the first meeting.

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Set up simple client portals.

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

Client portals

Everything your business needs.

All the features you need to accelerate your document collection workflows.


What’s included?

OkaySend integrations

Integrations

Connect OkaySend with your favorite tools to automate workflows, sync data, and export documents effortlessly.

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Custom branding

Custom branding

Make every client portal feel professional and on-brand with your logo and brand colors.

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reject individual files without affecting the rest of the submission

Item-level rejection

Reject only what needs fixing. Decline individual items and request revisions with clear instructions.

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See all features

⭐⭐⭐⭐⭐


"We use OkaySend to securely share and receive documents across our team and partner clinics and it's been a major time saver."

Dr. William Gray at St. Louis South Oral Surgery

Dr. William Gray, DMD, MD, MBA, F.A.C.S.

St. Louis South Oral Surgery

One platform, thousands of use cases.

Browse through our templates and client portal examples.

Accountants.

Onboard clients, gather responses to inquiries, and collect tax documents.

View templates

Digital Agencies.

Effortlessly collect data, content, and other assets to finish projects on time.

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Client Onboarding / KYC.

Get business documents to open accounts and start working with new clients.

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See all templates

Your questions and concerns.

Have more questions?

Go to the Help Center

Or write to us at help@okaysend.com. We'll get back to you promptly.

Anything. You can collect PDFs, images, spreadsheets, IDs, tax documents, contracts, certificates, supporting documentation, videos, and virtually any other file type.

OkaySend is industry-agnostic and can be used by any business that needs to collect documents, forms, files, or information from clients.

What kinds of documents can I collect?

We do not access any customer data as a strict matter of policy. All data is encrypted in transit and at rest. Every action is tracked in an audit log, and only you and your authorized team members can access submitted documents unless you intentionally share them.

How secure is my data and my clients’ documents?

Yes. You can customize your portal appearance, send white-labeled emails, and host portals on your own business domain for a professional, consistent experience (e.g. you@yourcompany.com, portal.company.com/link, etc.).

Can I customize requests for different services?

Yes. Clients can upload documents, fill forms, and sign electronically through secure links without having to login or signup.

Can my clients use OkaySend without creating accounts?

Absolutely. Portals are intentionally simple, mobile-friendly, and designed to reduce confusion so clients finish tasks quickly.

We care deeply about client experience and are constantly making enhancements to our portals.

Will my clients find the portals easy to use?

Yes. You can connect to popular apps to automate workflows, sync data, and export documents without extra steps.

Does OkaySend integrate with the tools I already use?

Yes. OkaySend includes built-in e-signatures with audit logs, templates, and advanced electronic signature support. No extra tools needed.

Can I send e-signature requests through OkaySend?

You can easily approve, reject individual files without affecting the rest of the submission, or leave a clarifying comment. This helps you track any changes and keeps everything organized in one place and easy to follow.

What if a client uploads the wrong file?

Yes. While email works for occasional document requests, it quickly becomes difficult to manage as volume grows. Attachments get buried in inboxes, clients miss requests, and tracking what's still outstanding often requires manual follow-up.

OkaySend provides a dedicated client portal where clients can securely upload documents, complete forms, and see exactly what's still required. Automatic reminders, progress tracking, and a centralized workspace help reduce back-and-forth and keep everything organized in one place.

Is OkaySend a good alternative to email for collecting documents?

Not at all. Everything in OkaySend is designed to be simple, guided, and beginner-friendly.

Do I need technical skills to set everything up?

Not a problem. OkaySend supports global users and ensures your experience works across regions.

What if I have international clients?




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