OkaySend

Collect client documents through organized requests and private portals

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Meet OkaySend

OkaySend helps businesses collect documents and information from clients through structured requests. Teams build a checklist with a drag-and-drop editor, share a private portal, and track which items have arrived. Clients can upload files and save progress without managing another account, while reviewers can approve individual responses or request a correction with clear instructions.

Automatic reminders reduce the need to follow up manually. Branding, custom URLs, templates, comments, and activity history help keep the process consistent across repeated requests. The service suits workflows such as client onboarding, accounting document collection, agency projects, and employee paperwork, where several files or answers need to be gathered before work can proceed.

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