OkaySend Templates
Pick a template and make it your own.
Browse through our templates and client portal examples.
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Template categories
- Accounting
- Client Onboarding
- Coaching
- Design
- Events
- Financing
- General
- Legal
- Marketing
- Web Development
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Accounting
Onboard clients, gather responses to inquiries, and collect documents come tax season. See all accounting templates
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New Limited Company Setup (UK)
New Limited Company Setup (UK)
Collect basic information in order to help your client incorporate a new company in the UK.
Tax Return Documentation - Business (USA)
Tax Return Documentation - Business (USA)
Collect necessary documentation in order to file a business' end of year taxes in the US.
Bookkeeping Client Onboarding (USA)
Bookkeeping Client Onboarding (USA)
For bookkeepers in the USA to onboard your clients by collecting basic information, initial accounting questions, and documen...
Bookkeeping Client Onboarding (AUS)
Bookkeeping Client Onboarding (AUS)
For bookkeepers in Australia to onboard your clients by collecting basic information, initial accounting questions, and docum...
Accounting Client Onboarding - Individual (USA)
Accounting Client Onboarding - Individual (USA)
Onboard your clients by collecting basic information, initial accounting questions, and documentation required to begin your ...
Accounting Client Onboarding - Individual (AUS)
Accounting Client Onboarding - Individual (AUS)
Onboard your clients by collecting basic information, initial accounting questions, and documentation required to begin your ...
Tax Return Documentation - Individual (USA)
Tax Return Documentation - Individual (USA)
Collect necessary documentation in order to file a business' end of year taxes in the US.
Tax Return Documentation - Individual (AUS)
Tax Return Documentation - Individual (AUS)
Collect necessary documentation in order to file a business' end of year taxes in Australia.
Tax Return Documentation - Business (AUS)
Tax Return Documentation - Business (AUS)
Collect necessary documentation in order to file a business' end of year taxes in Australia.
Merchant Onboarding Form
Merchant Onboarding Form
Collect all of the information and documentation required to onboard merchants.
Accounting Client Onboarding - Business (USA)
Accounting Client Onboarding - Business (USA)
Onboard your clients by collecting basic information, initial accounting questions, and documentation required to begin your ...
Accounting Client Onboarding - Business (AUS)
Accounting Client Onboarding - Business (AUS)
Onboard your clients by collecting basic information, initial accounting questions, and documentation required to begin your ...
New Company Setup (AUS)
New Company Setup (AUS)
Collect basic information in order to help your client incorporate a new company in Australia.
New Trust Setup (AUS)
New Trust Setup (AUS)
Collect basic information in order to help your client incorporate a new trust in Australia.
Tax Preparation Intake Form
Tax Preparation Intake Form
Begin the client intake process for the clients you're preparing the taxes for.
Client Onboarding
Get business documents to open accounts and start working with new clients. See all client onboarding templates.
Client Intake Form
Client Intake Form
Collect basic information from your clients regarding their business and project requirements.
Client Discovery Questionnaire
Client Discovery Questionnaire
Discover more about your client and the problems present within their business that your product will be able to solve.
Coaching
Simplify your process and deliver a great experience to your clients. See all coaching templates.
Life Coaching Intake Form
Life Coaching Intake Form
Collect all you may need from a new or potential coaching client.
Business Coaching Intake Form
Business Coaching Intake Form
Collect all you may need from a new or potential business coaching client.
Pre-Coaching Questionnaire
Pre-Coaching Questionnaire
Learn more about a new coaching prospect's pain points and personal goals.
Consulting Questionnaire
Consulting Questionnaire
Questionnaire to learn about a consulting client or potential client's business problems and priorities.
Design
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.
Starter Website
Starter Website
Collect basic information about content, branding, and layout. Understand the business and design requirements before buildin...
Logo Design Questionnaire
Logo Design Questionnaire
Clarify your client’s vision for their business branding and understand their goals, target audience, and specific needs.
Landing Page
Landing Page
Everything you need to build a standalone web page for your clients.
Business Card Design Questionnaire
Business Card Design Questionnaire
Get a better understanding of their brand and the elements that form their dream business card.
Branding Questionnaire
Branding Questionnaire
Ask a series of onboarding questions to better understand and visualize their values, attributes, and brand identity.
Events
Get presentations from speakers and engage sponsors on time and without stress. See all events templates.
Sponsor Info
Sponsor Info
Collect all necessary information regarding your sponsors and the details of the sponsorship they're going to provide for an ...
Speaker Info
Speaker Info
Collect all necessary information regarding your speakers and the details of the talks they're going to give at an event.
Event Planning Questionnaire
Event Planning Questionnaire
Questionnaire to learn about a client's requirements and needs pre-event, ensuring the perfect result every time.
Financing
Collect essential financial documents and send proposals, faster. See all financing templates.
Basic KYC/Info Sheet
Basic KYC/Info Sheet
Collect company and financial details and all other basic information and documentation from your client.
Vendor Risk Assessment Questionnaire
Vendor Risk Assessment Questionnaire
Identify potential security flaws among your third-party vendors and partners in order to help you to stay protected from cyb...
Financial Planning Questionnaire
Financial Planning Questionnaire
Collect the details you need to begin helping your clients with their financial planning.
General
Miscellaneous templates for real estate, HR, insurance, and more. See all misc templates.
Recruitment Questionnaire
Recruitment Questionnaire
Get deeper understanding of a candidate’s background and personality, beyond what their resume or cover letter may initially ...
Proof of ID (US)
Proof of ID (US)
Collect the necessary documentation often required in the USA in order to establish someone’s identity.
Interior Design Questionnaire
Interior Design Questionnaire
Gather information to help understand your client's needs and preferences before designing their space.
Health Insurance Survey
Health Insurance Survey
Survey your customers annually or gather feedback once they've made a claim.
Home Insurance Questionnaire
Home Insurance Questionnaire
Gather information from a potential home insurance client.
Investor Questionnaire
Investor Questionnaire
Gather everything you need to adequately assess a potential investor's investment objectives and risks.
Life Insurance Questionnaire (US)
Life Insurance Questionnaire (US)
Collect information you need to complete a customers life insurance policy.
PBC Checklist
PBC Checklist
Gather everything you need from an auditing client for their annual audit.
Health Insurance Evaluation Questionnaire
Health Insurance Evaluation Questionnaire
Discover how your customer feels about their insurance plan and whether their requirements are adequately met.
Legal
Create client intake forms and collect necessary documents to initiate work on important cases. See all legal templates.
Law Firm Client Intake Form
Law Firm Client Intake Form
Collect preliminary information regarding cases from your clients or prospects.
Marketing
Onboard clients, gather insights, and streamline the creative process. See all marketing templates.
Social Media Questionnaire
Social Media Questionnaire
Ask a series of onboarding questions to get an understanding of their overall brand, goals, audience, and requirements.
Social Media Campaign
Social Media Campaign
Ask a series of onboarding questions to define your client's goals, content needs, and audiences.
SEO Questionnaire
SEO Questionnaire
Ask a series of onboarding questions from your clients to begin your SEO partnership.
Marketing Client Onboarding
Marketing Client Onboarding
Onboard your clients by collecting basic information and documentation required to begin your partnership.
Content Marketing Strategy
Content Marketing Strategy
Define your client's marketing strategy to create consistent content, define their audience, and provide value from the get-g...
Blog Post Writing Request
Blog Post Writing Request
Collect all of the necessary information and specifications for the piece(s) of content you're going to be creating for your ...
Blog Post
Blog Post
Collect all necessary information and specifications for the piece of content you're going to be managing or posting on behal...
Marketing Questionnaire
Marketing Questionnaire
Gather information and complete initial discovery process of your new clients, their customer personas, and marketing efforts...
Web Development
Collect content and other assets to finish planning out a website and other web projects on time. See all web design templates.
Starter Website
Starter Website
Collect basic information about content, branding, and layout. Understand the business and design requirements before buildin...
Landing Page
Landing Page
Everything you need to build a standalone web page for your clients.
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