OkaySend

OkaySend OkaySend is the fast, easy, and secure way to collect documents from clients. OkaySend makes collecting information from clients easier than ever.

The automated information and document collection software for agencies, accountants, brokers, lawyers, and more. No need to make client portal accounts or new Dropbox folders every time you need some information from a client. Automate your document collection to speed up your workflows and eliminate the back-and-forth emails.

- Create and send an upload request.
- Send automatic reminders.
- Approve responses.
- Download files. Move a project along with the right documents.

01/27/2026

This made our day. 🙌

One of our clients shared what it's been like using OkaySend for the past two years and honestly, this is why we built this platform.

They went from juggling onboarding through emails, texts, and phone calls... to sending one simple link that handles everything.

Document collection doesn't have to be complicated.

Watch below. 👇

You didn't become a business owner to spend 10 hours a week chasing files.Yet here we are.The problem isn't your clients...
01/15/2026

You didn't become a business owner to spend 10 hours a week chasing files.

Yet here we are.

The problem isn't your clients. It's the process.

Automated document collection = hours back every week + clients who actually know what to send.

01/13/2026

Collecting documents shouldn’t feel broken. OkaySend helps you collect client information faster.

• Structured requests (questions + uploads)
• Automatic follow-ups
• One-click approvals or fixes
• Files automatically sync to your cloud storage (Dropbox, etc.)

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Dodge City, KS

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