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OkaySend Reviews & Product Details

OkaySend Overview

What is OkaySend?

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.

OkaySend Details
Languages Supported
German, English, French, Hungarian, Indonesian, Japanese, Portuguese, Russian, Spanish
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Product Description

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


Seller Details
Year Founded
2021
HQ Location
Dodge City, US
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®

Haseeb Z.
HZ
Overview Provided by:
Spend your time solving your core business problems and not worry about chasing clients for documents.

Recent OkaySend Reviews

Ranjan K.
RK
Ranjan K.Small-Business (50 or fewer emp.)
5.0 out of 5
"Absolutely Amazing Service"
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 u...
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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.
OkaySend Demo - Drag, Drop, and Edit.
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.
OkaySend Demo - Send!
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.
OkaySend Demo - Remind.
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.
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1 OkaySend Reviews

5.0 out of 5
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1 OkaySend Reviews
5.0 out of 5
1 OkaySend Reviews
5.0 out of 5

OkaySend Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons
This product has not yet received any negative sentiments.
G2 reviews are authentic and verified.
Ranjan K.
RK
Turnaround Consultant
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
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.

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

New integrations, being able to send notifications with WhatsApp, SMS capabilities, changing point of contact information and esign ability!! Review collected by and hosted on G2.com.

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