CoSupport AI
What is OkaySend?
OkaySend provides a fast, secure, and intuitive solution for collecting documents and information from clients. Utilizing a user-friendly drag-and-drop editor, users can easily build requests and checklists without requiring technical expertise. Clients benefit from a clean, login-free experience where progress is autosaved, and automated reminders ensure timely submissions.
The platform supports extensive customization, including branded client portals and templates tailored to industry needs. OkaySend automates repetitive follow-ups, facilitates collaboration among team members, and integrates seamlessly with tools such as Zapier, Google Drive, and Dropbox. Advanced security features, daily backups, and audit logs guarantee data privacy and operational compliance, making it an ideal choice for professionals who value efficiency and client experience.
Features
- Drag-and-Drop Editor: Easily create document requests without coding skills.
- Client Portal: Secure, login-free portal with autosave enables effortless submissions.
- Automated Reminders: Sends scheduled email and SMS reminders to clients for timely uploads.
- Response Approval System: Instantly approve or reject submitted responses and request redos.
- Custom Branding: Personalize portals with logos, themes, and branded links.
- Virus and Malware Scanning: Real-time scanning of files for enhanced security.
- Daily Data Backups: Automatic scheduled backups for data peace of mind.
- Audit Logs: Track team and client activity for compliance.
- Seamless Integrations: Connect with Zapier, Google Drive, Dropbox, and OneDrive.
- Unlimited Templates: Use or create industry-specific form templates.
Use Cases
- Client onboarding for accounting, legal, or mortgage services.
- Collecting KYC (Know Your Customer) or compliance documents in finance.
- Gaining and organizing project information for digital agencies and marketers.
- Onboarding and document collection for HR managers and recruiters.
- Gathering applications and paperwork for schools and educational institutions.
- Efficiently collecting presentations and sponsorship information for event managers.
- Streamlining document submission processes in real estate transactions.
FAQs
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Is there a free trial available?
Yes, OkaySend offers a 14-day free trial with full access and no credit card required. -
Can clients submit documents without logging in?
Yes, clients can submit documents through a secure portal without the need to log in, and their progress is automatically saved. -
Does OkaySend integrate with cloud storage services?
Yes, OkaySend integrates with Google Drive, Dropbox, OneDrive, and Zapier for seamless workflow automation. -
How secure is my data with OkaySend?
OkaySend employs industry-leading encryption for data at rest and in transit, conducts regular security audits, and provides daily backups to ensure the safety and privacy of your data. -
Is coding knowledge required to use OkaySend?
No, OkaySend features an intuitive drag-and-drop editor that requires no coding skills to create and manage document requests.
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