FeaturesSee all features
Client portals
Give each client a custom portal to upload files and share information.
Collect with ease
Simplify document collection requests with our easy-to-use editor.
Automatic reminders
Keep your requests top-of-mind with automatic reminders.
Item-level rejection
Reject only what needs fixing. Decline individual items and request revisions.
Integrations
Connect your favorite tools to automate your document workflow.
Custom branding
Brand your client portal with your logo and colors.
See how businesses are using OkaySend to collect documents from their clients.
No credit card required • 14-day free trial
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“ I would absolutely recommend this as a content portal or a way to collect information from anyone ”
Green House Creative
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" I'm constantly requesting documents and requesting information from clients. OkaySend has made that process much easier "
Jackson Realty Group
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“ 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! ”
AMVLAW PLLC
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“ We use OkaySend to securely share and receive documents across our team and partner clinics and it's been a major time saver ”
St. Louis South Oral Surgery
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“ 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 your business desperately needs. ”
Newman Web Solutions
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“ I've been using OkaySend for about two years now and I'm really enjoying it ”
Type Away
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" The platform has been a game changer. It's modern, intuitive, and highly customizable to meet business needs "
Immizen Immigration
Hi, I’m Haseeb, co-founder of OkaySend. I look much better when I’m not a cartoon. Say hello anytime!
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United States