OkaySend
Collect documents and information from clients through branded portals with reminders.
OkaySend is a web-based document and information collection platform that provides client portals where recipients can upload files, fill forms, and sign documents without creating an account. Teams build requests with a no-code drag-and-drop editor, track submission progress, and approve or reject individual items. Automated email and SMS reminders follow up on pending documents.
Core capabilities include client portals, document tracking, legally-binding eSignatures, conditional logic, templates, reminder templates, comments, folders and subfolders, search and filters, user management with roles and permissions, audit trail and history, multi-language support across 16 languages, and secure access via one-time passcodes. Branding options cover custom branding, branded URLs, and email white labeling, with integrations for syncing data and exporting documents. Security features include AES-256 and HTTPS/TLS encryption, GDPR compliance, and Single Sign-On.
OkaySend is designed for professionals across industries including accounting, legal, real estate, human resources, agencies, and client onboarding or KYC workflows. It is a web app requiring no installation, accessible from any browser and device. A 14-day free trial is available without a credit card, and plans vary by active request quotas, storage limits, and SMS reminder credits, with an Enterprise edition available through sales.
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