Templates are pre-made checklists you can use to create client portals and collect information, documents, or responses from clients. They save time, reduce repetitive tasks, keep your workflow consistent, and help you send new requests in seconds. You can reuse the same setup for new clients each time instead of rebuilding requests manually.
OkaySend Templates
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"straightforward way to intake clients"
“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.”
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AMVLAW PLLC
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Template categories
- Accounting
- Client Onboarding
- Coaching
- Design
- Events
- Financing
- General
- Legal
- Marketing
- Web Development
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Accounting
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Onboard clients, gather responses to inquiries, and collect documents come tax season. See all accounting templates
Tax Return Documentation for Businesses
Tax Return Documentation for Businesses
Collect necessary documentation in order to file a business' end of year taxes in the US.
Tax Preparation Questionnaire
Tax Preparation Questionnaire
Comprehensive questionnaire to gather client information for accurate tax preparation and filing.
Onboarding New Bookkeeping Clients
Onboarding New Bookkeeping Clients
Streamline the process of welcoming new bookkeeping clients with essential setup steps and documentation.
Accounting Client Onboarding Checklist - Individual (USA)
Accounting Client Onboarding Checklist - Individual (USA)
Complete onboarding checklist for individual accounting clients in the United States with US-specific requirements.
Accounting Client Onboarding Checklist - Individual (AUS)
Accounting Client Onboarding Checklist - Individual (AUS)
Comprehensive onboarding checklist for individual accounting clients in Australia.
Tax Return Documentation for Individuals
Tax Return Documentation for Individuals
Gather all necessary documents and information required to prepare and file individual tax returns.
Accounting Client Onboarding Checklist - Business (USA)
Accounting Client Onboarding Checklist - Business (USA)
Essential onboarding checklist for business accounting clients in the United States with IRS and state requirements.
Accounting Client Onboarding Checklist - Business (AUS)
Accounting Client Onboarding Checklist - Business (AUS)
Complete onboarding checklist for business accounting clients in Australia.
New Company Formation (AUS)
New Company Formation (AUS)
Step-by-step checklist for registering and setting up a new company in Australia.
New Family Trust Setup (AUS)
New Family Trust Setup (AUS)
Comprehensive guide for establishing a family trust in Australia including deed preparation and trustee requirements.
Client Onboarding
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Get business documents to open accounts and start working with new clients. See all client onboarding templates.
Client Intake
Client Intake
Collect basic information from your clients regarding their business and project requirements.
Client Qualification Questionnaire
Client Qualification Questionnaire
Discover more about your client and the problems present within their business that your product will be able to solve.
Coaching
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Simplify your process and deliver a great experience to your clients. See all coaching templates.
Life Coaching Onboarding Questionnaire
Life Coaching Onboarding Questionnaire
Collect all you may need from a new or potential coaching client.
Business Coaching Onboarding
Business Coaching Onboarding
Gather essential information from new business coaching clients to understand their goals and challenges.
Coaching Client Pre-Assessment
Coaching Client Pre-Assessment
Evaluate client readiness, objectives, and current situation before beginning the coaching engagement.
Consulting Questionnaire
Consulting Questionnaire
Questionnaire to identify consulting needs, challenges, and desired outcomes for new clients.
Design
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Effortlessly collect data, content, and other assets to finish projects on time. See all design templates.
Website Design Questionnaire
Website Design Questionnaire
A website design questionnaire is the first step to planning a project and setting clear goals and expectations.
Launch Website Design Questionnaire
Launch Website Design Questionnaire
Comprehensive questionnaire to kickstart website projects with client vision, requirements, and timeline expectations.
Logo Design Requirements Form
Logo Design Requirements Form
Capture essential information about brand personality, style preferences, and logo specifications from clients.
Landing Page Design Questionnaire
Landing Page Design Questionnaire
Gather key details about target audience, conversion goals, and messaging for effective landing page design.
Business Card Customization Form
Business Card Customization Form
Collect contact information, design preferences, and specifications for professional business card creation.
Brand Identity Questionnaire
Brand Identity Questionnaire
Explore brand values, personality, target market, and visual direction to create a cohesive brand identity.
Events
Get presentations from speakers and engage sponsors on time and without stress. See all events templates.
Event Speaker Information Checklist
Event Speaker Information Checklist
Gather speaker bio, presentation details, technical requirements, and logistical information for event planning.
Event Planning Questionnaire
Event Planning Questionnaire
Comprehensive questionnaire to capture event objectives, budget, venue preferences, and all planning requirements.
Financing
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Collect essential financial documents and send proposals, faster. See all financing templates.
Know Your Customer (KYC)
Know Your Customer (KYC)
Verify customer identity and assess risk levels to ensure regulatory compliance and prevent fraud.
Vendor Risk Assessment Questionnaire
Vendor Risk Assessment Questionnaire
Evaluate vendor security practices, compliance standards, and potential risks before entering business relationships.
Financial Planning
Financial Planning
Collect the details you need to begin helping your clients with their financial planning.
General
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Miscellaneous templates for real estate, HR, insurance, and more. See all misc templates.
Proof of Identification Form
Proof of Identification Form
Securely collect and verify identity documentation to meet compliance requirements and authenticate client information.
Interior Design Project Questionnaire
Interior Design Project Questionnaire
Discover client style preferences, functional needs, budget, and vision for creating personalized interior spaces.
Home Insurance Coverage Assessment
Home Insurance Coverage Assessment
Evaluate property details, coverage needs, and risk factors to recommend appropriate home insurance protection.
Investor Assessment and Risk Tolerance Survey
Investor Assessment and Risk Tolerance Survey
Determine investment objectives, time horizon, and risk appetite to create suitable investment portfolios and strategies.
Life Insurance Coverage Questionnaire
Life Insurance Coverage Questionnaire
Assess coverage needs, beneficiaries, health status, and financial obligations to recommend optimal life insurance solutions.
Provided By Client (PBC) Checklist
Provided By Client (PBC) Checklist
Organize and track all documents, data, and information required from clients for audits or professional services.
Health Insurance Evaluation Survey
Health Insurance Evaluation Survey
Review current health status, coverage preferences, and medical needs to identify the best health insurance options.
Merchant Onboarding Checklist
Merchant Onboarding Checklist
Streamline merchant setup with comprehensive checklist covering business verification, payment processing, and compliance requirements.
Legal
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Create client intake forms and collect necessary documents to initiate work on important cases. See all legal templates.
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Legal Client Intake Questionnaire
Legal Client Intake Questionnaire
Gather essential background details from new legal clients to assess their case and needs.
Marketing
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Onboard clients, gather insights, and streamline the creative process. See all marketing templates.
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Social Media Initial Questionnaire
Social Media Initial Questionnaire
Collect essential details about a client’s brand, audience, and platforms before starting social media work.
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Social Media Strategy
Social Media Strategy
Define content pillars, target audience insights, posting cadence, and strategic goals for social media.
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SEO Strategy Questionnaire
SEO Strategy Questionnaire
Gather information on keywords, competitors, goals, and website performance to build an effective SEO plan.
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Marketing Client Setup Questionnaire
Marketing Client Setup Questionnaire
Collect onboarding details such as brand assets, access permissions, goals, and marketing expectations.
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Content Marketing Strategy Questionnaire
Content Marketing Strategy Questionnaire
Identify content goals, themes, audience preferences, and distribution channels for a strong content strategy.
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Blog Post Creation Questionnaire
Blog Post Creation Questionnaire
Capture topic details, keywords, tone, target audience, and references for crafting a new blog post.
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Blog Post Structure
Blog Post Structure
Use a ready-made outline with headings, subheadings, talking points, and flow for consistent blog formatting.
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Marketing Planning Questionnaire
Marketing Planning Questionnaire
Outline marketing goals, budgets, channels, timelines, and expectations to plan upcoming campaigns.
Web Development
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Collect content and other assets to finish planning out a website and other web projects on time. See all web design templates.
Website Design Questionnaire
Website Design Questionnaire
A website design questionnaire is the first step to planning a project and setting clear goals and expectations.
Launch Website Design Questionnaire
Launch Website Design Questionnaire
Comprehensive questionnaire to kickstart website projects with client vision, requirements, and timeline expectations.
Landing Page Design Questionnaire
Landing Page Design Questionnaire
Gather key details about target audience, conversion goals, and messaging for effective landing page design.
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St. Louis South Oral Surgery
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What are templates in OkaySend?
Yes. Every template is fully customizable. You can add, remove, or reorder fields/questions (or blocks as we call them) to match your exact process. You can also build your own templates from scratch, edit them anytime, and reuse them as often as you need.
Additionally, you can also customize the look and feel of your client portals with your logo and brand colors.
Can I customize the templates for my business needs?
Not at all. Everything is drag-and-drop, simple, and designed for non-technical users.
Do I need any technical skills to use these templates?
Yes. You can customize your client portals' colors, shapes, and theme settings to match the look and feel of your brand so the entire client experience feels consistent and professional.
Can I use my own branding on templates?
Templates are included in all paid OkaySend plans. You can create unlimited templates with no additional fees.
Are templates included in my plan, or do I need to pay extra?
No. We do not claim any right for any reason to anything you put in your templates. All template content, text, fields, branding, client data, and documents, belongs entirely to you.
Will OkaySend own anything I add to my templates?
Yes. Your templates and all client responses are encrypted, protected, and stored using industry-standard security practices. No one can access your forms unless you explicitly grant access.
Is my template data secure?
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.
