Simplify your document collection process and automate workflows with OkaySend. Say goodbye to chasing clients for missing documents with this efficient solution that will revolutionize how you manage client information.

TL;DR

Collect documents 80% faster and spend 70% less time gathering information with OkaySend.

At-a-glance

Best for: Accountants, Online coaches, Web design agencies
Alternative to: Dropbox, Google Drive, Typeform
Integrations: Zapier
Features: GDPR-compliant, White label

Overview

OkaySend simplifies the process of collecting documents and files from clients by offering itemized checklists and automated follow-ups. With features like drag-and-drop request creation, secure client portals, automatic reminders, and approval systems, OkaySend enhances your document collection efficiency and eliminates unnecessary back-and-forth emails.

Effortless Document Collection

With OkaySend, creating upload requests and sharing secure links with clients become seamless, removing the hassle of manual document collection.

Automated Workflows

Save time and accelerate your document collection processes with OkaySend’s automated reminders and item-level rejection feature.

Item-level Rejection

Quickly approve or reject specific items within documents to ensure accurate information from clients.

Integrations

Connect with over 5000 apps through Zapier for seamless workflow management and data sharing.

Personalize Client Portals

Tailor your client portals to reflect your brand and offer clients a responsive and user-friendly experience for form submission and document uploads.

Detailed Features

OkaySend streamlines document collection by providing tools for effortless request creation, automated reminders, and detailed client interaction. You can personalize reminders, review and approve responses, and easily collaborate with team members. Say goodbye to manual document collection and welcome an automated, systematic approach with OkaySend.

Ready to revolutionize your document collection process? Sign up for OkaySend today and witness the transformation in how you manage client information!