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OkaySend Reviews & Product Details

It’s a fast, easy, and secure way to collect documents from clients. OkaySend is a document collection software solution designed to streamline the secure gathering, organization, and tracking of client files. It caters to professionals in accounting, legal, marketing, consulting, and other service industries by automating workflows and enhancing collaboration. By providing a centralized client portal, OkaySend helps businesses efficiently manage document requests while ensuring security and compliance. Main Features and Benefits: - Automated Document Requests: Create itemized checklists and send automated follow-ups, saving significant time and reducing manual errors. - Secure File Uploads: Enable clients to securely submit files via encrypted client portals, ensuring data protection. - Customizable Workflows: Tailor document collection processes to fit your business needs with reusable templates. - Real-Time Notifications: Stay updated with instant alerts for file submissions or incomplete tasks, improving response times. - Integrations: Connect OkaySend with tools like Dropbox, Google Drive, and Zapier to automate workflows and enhance productivity. Use Cases for OkaySend: - Accountants can gather tax documents or financial statements without back-and-forth emails. - Lawyers can securely collect contracts, identification, or case-related files from clients. - Marketing agencies can streamline project onboarding by collecting creative briefs and assets. - Consultants can manage proposal documents and client onboarding efficiently. OkaySend helps businesses save up to 71% of the time typically spent on document collection, allowing them to focus on what matters most—delivering value to clients. It’s the ideal solution for organizations looking to simplify file management and ensure seamless client interactions.

Seller

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Languages Supported

German, English, French, Hungarian, Indonesian, Japanese, Portuguese, Russian, Spanish

Product Description

OkaySend is a document collection software. We help businesses collect documents from their clients and automate the process.

Overview by

Haseeb Zahid (Spend your time solving your core business problems and not worry about chasing clients for documents.)

Pricing

Pricing provided by OkaySend.

Basic

$30.00

Per Month

Professional

$65.00

Per Month

View More Pricing Information

Top-Rated Alternatives

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OkaySend Integrations

(5)

Integration information sourced from real user reviews.

OkaySend Media

OkaySend Demo - Collecting Documents, Made Easy.

Automate onboarding: Spend 71% less time gathering info. The fast, easy, and secure way to collect documents from clients.

Drag, drop, and edit with our no-code editor. Collect any type of data from simple text to large files. Easily request just about anything, in minutes.

Hit Send, and we’ll handle the rest—sharing the secure link with your clients and following up as needed. Our private, no-login client portals make it effortless for clients to submit their documents securely.

Keep your requests top-of-mind by setting schedules for automatic personalized follow-ups. We’ll send timely reminders to ensure you receive your documents on time. Say goodbye to chasing clients for documents.

OkaySend Demo - Manage File Submissions.

Review and approve documents as they arrive, or request changes for any that need updates. Easily approve or reject specific items within a larger document to promptly notify clients of inaccuracies or incomplete submissions.

OkaySend Reviews (3)

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SC

Sebastian C.

CEO

Small-Business (50 or fewer emp.)

8/7/2025

"Great collecting documents solution"

4.5/5

What do you like best about OkaySend?

OkaySend makes collecting documents from clients incredibly easy and efficient. The platform is simple to use, offers great integrations, and my clients love how quick it is to upload their files. Automated reminders save me time, and I appreciate the focus on security. Highly recommended for anyone needing a hassle-free way to collect documents! Review collected by and hosted on G2.com.

What do you dislike about OkaySend?

The main downside of OkaySend is that some advanced features, like more customization options or things like SMS and e-signature, are not available yet. Also, a few users mention that certain basic functionalities are still in development. Review collected by and hosted on G2.com.

What problems is OkaySend solving and how is that benefiting you?

OkaySend solves the problem of collecting documents from clients in a fast, organized, and secure way. Before, I had to chase clients with emails and reminders, and files would get lost or mixed up. Now, everything is automated and easy for both me and my clients. It saves me time, keeps everything in one place, and improves my workflow. Review collected by and hosted on G2.com.

RK

Ranjan K.

Turnaround Consultant

Small-Business (50 or fewer emp.)

1/16/2025

"Absolutely Amazing Service"

5/5

What do you like best about OkaySend?

As a business owner, finding tools that truly simplify operations is always a challenge, but OkaySend has been a game-changer for me. The ease of use is unmatched—setting it up was incredibly simple, and I was up and running in no time. What stands out is how seamlessly it handles all my back-office document collection tasks automatically. This has freed up so much of my time to focus on other critical aspects of my business.

The integrations are extensive and cover everything I need. It’s clear that this service was built with consultants and businesses in mind—especially those that rely heavily on collecting and managing information and documents. If you're in this space, you need OkaySend!

One feature I particularly love is the branded links and custom branding. It’s such a professional touch that not only makes the process smooth for my clients but also strengthens my brand. This is in addition to the reminder schedules you can set, and the complete automation of it. Even uploading the Recieved documents are a breeze, and you can download them all organized with one click!

Another aspect worth highlighting is the incredible support from the developer. They are always available to answer questions, provide guidance, and even tweak the system based on user feedback. It’s rare to find such a responsive team, and it makes a world of difference.

I’m also excited about the upcoming features like SMS bundles for lifetime members and the much-anticipated e-signature capability. These additions will make an already exceptional service even better.

If you’re a consultant or a business owner dealing with document collection, OkaySend is a no-brainer. It’s efficient, professional, and incredibly user-friendly. Highly recommended! Review collected by and hosted on G2.com.

What do you dislike about OkaySend?

There is nothing that I dislike. It is a very flexible system that is continually being improved!! Review collected by and hosted on G2.com.

CD

Christine D.

Attorney

Small-Business (50 or fewer emp.)

3/13/2025

"Excellent platform for receiving and sharing information and filesVe"

5/5

What do you like best about OkaySend?

Great templates, easy to customize, customer support is very responsive. Integrates with my other tools and removes barriers to customer document collection. We use it every day. I found it very easy to set up and customize for our needs. Review collected by and hosted on G2.com.

What do you dislike about OkaySend?

No downsides. everything functions as promised! Review collected by and hosted on G2.com.