OkaySend is a client-document-collection tool built for anyone tired of chasing files through email threads. Instead of asking clients to attach the right paperwork and hoping it arrives in the right format, you build a structured intake form once, share a single link, and let the platform handle uploads, reminders, and approvals from a secure client portal.
OkaySend’s plans start at $25 a month for small teams, with a 14-day free trial offering full access before you pay anything.
What is OkaySend?
OkaySend sits in the Client Management space and is pitched as an alternative to Dropbox and Google Drive — not because it competes on storage, but because it replaces the folder-and-email routine many businesses still use to collect client paperwork. The company is a small, bootstrapped startup founded in March 2023 and based in Dodge City, Kansas, with founder Haseeb Zahid leading a team of 1-10 people.
The problem OkaySend solves is familiar to anyone onboarding clients regularly: incorrect or missing documents stall projects, and hunting down the right file takes time away from billable work. OkaySend’s answer is a no-code editor for building intake requests, paired with client portals that need no account or password to use.
Key features
Structured, no-code intake forms
You can create intakes with uploads, instructions, and conditional logic using a drag-and-drop editor, then track every document request so you always know what is pending and what has been completed.
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No-login client portals
Clients get a seamless, professional upload experience that auto-saves progress on any device, since portals do not require an account. Comments live inside the portal itself, replacing scattered email threads with one place to discuss a request.
Automatic reminders
OkaySend automates the polite nudging clients usually need, with personalized templates that sound like you and the option to send reminders and links from your own business domain rather than a generic one.
One-click review and export
You can approve or reject incorrect responses with a single click, rejecting individual files without voiding the rest of a submission, then export everything to Word, PDF, or CSV once a request is complete.
Security built in
Every plan includes a tamper-proof seal, data encryption, virus and malware scanning, daily backups, and audit logs, which matters given the sensitive nature of the documents a tool like this handles.
Plans and pricing
OkaySend runs three monthly plans, billed yearly, that scale on active requests, seats, storage, and monthly SMS and eSignature allowances. Unlimited total requests, clients, reminders, and templates are included on every plan, and a 14-day free trial gives full access before you commit.
| Plan | Price | Billing | Key limits |
|---|---|---|---|
| Basic | $25/month | Billed yearly | 25 active requests, 2 users, 25GB storage, 50 SMS/mo, 50 eSignatures/mo |
| Professional | $55/month | Billed yearly | 100 active requests, 5 users, 50GB storage, 150 SMS/mo, unlimited eSignatures, custom branding |
| Business | $95/month | Billed yearly | 200 active requests, 10 users, 100GB storage, 250 SMS/mo, unlimited eSignatures, custom branding + branded links |
Who it’s best for — and who should skip it
OkaySend names online coaches, web design agencies, and professional-services firms as its best-fit buyers, which matches how the product is built: anyone onboarding clients with recurring paperwork, from contracts to reference files, gets immediate value from replacing email chasing with a structured portal.
It is a weaker fit for teams that need a full CRM or project-management system rather than a focused document-collection layer, or for larger organizations that will outgrow the 10-seat ceiling on the Business plan. Businesses with very high SMS reminder volume should also check the monthly allowances before committing, since SMS counts are capped even though eSignatures are unlimited on Professional and Business.
What users say
OkaySend holds a 4.9-out-of-5 rating across 14 user reviews, with 13 of those rated a full five stars. Reviewer feedback points to an intuitive platform, responsive customer service, and secure document collection as the recurring praise, with a smaller number of buyers asking for additional core functionality and more customization options.
Individual reviews back that up: one buyer who called themselves reluctant to try new tools said the templates covered nearly everything needed for a web-design client intake, while another called it a complete game changer for sending and receiving documents securely. Founder Haseeb Zahid replies personally to reviews, thanking buyers by name and confirming where security and ease of use are landing well.
Price and value
At $25 a month, OkaySend’s Basic plan is well below what many dedicated client-portal or document-automation tools charge, and the 25-active-request, 2-user allowance is enough for a solo consultant or small agency to replace an email-based intake process entirely.
The step up to Professional or Business makes sense mainly for agencies running higher client volume or needing more than two seats, and both plans add unlimited eSignatures, which can be worth more on its own than the plan’s monthly cost compared to a standalone e-signature subscription.
Verdict
OkaySend does one job — collecting documents from clients without the email chase — and does it cleanly, with a review record that is hard to argue with. For coaches, agencies, and professional-services firms, it’s a low-risk way to replace an email-based intake process.
Frequently asked questions
OkaySend starts at $25/month for Basic, $55/month for Professional, and $95/month for Business, all billed yearly. Professional and Business plans also unlock custom branding.
Yes. OkaySend offers a 14-day free trial with full access to every feature and no credit card required.
Yes, both are listed integrations, alongside OneDrive, Make, and Zapier for routing collected files elsewhere.
Dropbox and Google Drive are general file storage; OkaySend adds structured intake forms, automated reminders, and a response-approval workflow built specifically around collecting documents from clients.
Basic includes 25 active requests, 2 users, 25GB storage, and 50 eSignatures per month, with unlimited total requests, clients, reminders, and templates on every plan.
No. Client portals work via a secure, unguessable link with no login required, and progress auto-saves on any device.
4.9 out of 5 from 14 reviews as of this review, with 13 of the 14 rated the full five stars.
