OkaySend
Spend 71% less time collecting documents from clients
Listed in categories:
ProductivitySaaSTask Management
Description
OkaySend is a fast, easy, and secure platform designed to streamline the process of collecting documents from clients. It simplifies the onboarding process, automates reminders, and enhances productivity by reducing the back-and-forth communication typically associated with document collection.
How to use OkaySend?
To use OkaySend, simply create document requests using the intuitive editor, send them to clients via email, and automate reminders for document submissions. Clients can easily upload documents through a secure portal, and you can review and approve submissions with just a click.
Core features of OkaySend:
1️⃣
Drag and drop document uploads
2️⃣
Client-friendly checklists with automatic reminders
3️⃣
Secure client portals without login requirements
4️⃣
Integration with cloud storage services like Google Drive and Dropbox
5️⃣
Customizable branding for a professional client experience
Why could be used OkaySend?
| # | Use case | Status | |
|---|---|---|---|
| # 1 | Onboard clients and gather necessary documents for tax season as an accountant | ✅ | |
| # 2 | Collect essential financial documents and send proposals faster as a mortgage broker | ✅ | |
| # 3 | Organize onboarding flows and collect legal documents for new employees in human resources | ✅ | |
Who developed OkaySend?
OkaySend is dedicated to enhancing the document collection experience for businesses of all sizes. Their team focuses on continuous improvement and customer satisfaction, ensuring that users have the tools they need to streamline their workflows and improve client interactions.