Productivity · Lifetime deal
OkaySend
Client portal for collecting files, answers and eSignatures through one no-login link with auto reminders.
OkaySend at a glance
- Platform
- Web
- Upgrades
- Up to 5 codes can be stacked. Existing buyers can add codes and are grandfathered into new features.
- Support
- The founder is reachable by email, with a 24-hour expected response.
- Note
- Not HIPAA compliant. GDPR and CCPA compliant, per the page.
Our take
Is OkaySend worth buying?
Based on the AppSumo listing, this is a tiered, stackable client intake tool with automatic reminders and eSignatures. The entry tier is limited to 20 active requests, 2 users and 20 GB, and it is not HIPAA compliant. It fits firms that chase client paperwork by email.
Good fit if
- You chase clients for documents by email.
- You want a branded, no-login portal.
- You are fine with GDPR and CCPA rather than HIPAA.
Skip it if
- You handle regulated health data that needs HIPAA.
- You need more than 20 active requests on one code without stacking.
- You need KYC or ID verification today.
Which OkaySend plan do you need?
Prices in USD, excluding tax.
| License Tier 1 | License Tier 2 | License Tier 3 | License Tier 4 | License Tier 5 | |
|---|---|---|---|---|---|
| One-time price | $59 | $118 | $177 | $236 | $295 |
| Regular price (AppSumo) | |||||
| You save | $241 | $482 | $723 | $1,564 | $3,305 |
| Active requests | 20 | Not stated | Not stated | Not stated | Not stated |
| Users | 2 | Not stated | Not stated | Not stated | Not stated |
| Storage | 20 GB | Not stated | Not stated | Not stated | Not stated |
| eSignatures per month | 20 | Not stated | Not stated | Not stated | Not stated |
| Code stacking | Up to 5 | Not stated | Not stated | Not stated | Not stated |
Before you buy: AppSumo's terms and extra costs
- Refund. Refunds up to 60 days through AppSumo.
- Redeem. Redeem your codes within 60 days of purchase.
- Upgrades. Up to 5 codes can be stacked. Existing buyers can add codes and are grandfathered into new features.
- Support. The founder is reachable by email, with a 24-hour expected response.
- Platform. Web based. Client portals work on any device.
- Note. Not HIPAA compliant. GDPR and CCPA compliant, per the page.
What is OkaySend?
OkaySend is a client intake and document-collection tool. You send one link to a no-login portal where clients upload files, answer questions and sign, and automatic reminders run until the request is complete. It supports recurring requests, templates, custom branding and your own domain. The AppSumo deal has several tiers that scale active requests, users, storage and eSignatures.
What OkaySend says it does
- No-login client portals that auto-save progress
- File uploads, questions and eSignatures in one request, with automatic reminders
- Branded URLs and white-label emails on your own domain
- Zapier, Make, Google Drive, Dropbox, OneDrive, webhooks and a REST API
Why OkaySend
It replaces email chains and file-transfer links for chasing client paperwork. The vendor says it is not HIPAA compliant, and the limits scale by tier on active requests, users, storage and monthly eSignatures.
How does OkaySend work?
Redeem the code
Redeem the AppSumo code within 60 days of purchase.
Build a request
Add uploads, questions, instructions and signatures.
Send the link
Clients open the portal without an account.
Let reminders run
Automatic reminders continue until fields are complete.
Review and export
Approve or reject responses and export to Word, PDF or CSV.
Then it handles:
- Collecting client documents
- Asking intake questions
- Gathering eSignatures
- Sending automatic reminders
- Running recurring requests
- Saving reusable templates
- Approving files one by one
Who is OkaySend for?
Built for
- Accountants, bookkeepers and consultants
- Agencies and service firms that collect client files
- Solo professionals who want one branded intake link
Not for
- Organizations that need HIPAA compliance (the page says it is not HIPAA compliant)
- Teams that need more active requests than the top listed tier
- Anyone who needs ID verification today (announced as coming soon)
What is included in OkaySend?
Collecting from clients
- No-code intake builder uploads, instructions, conditional logic
- No-login client portals
- Automatic reminders custom templates
- Recurring requests
Signing and review
- Built-in eSignatures
- Approve or reject responses down to single files
- Export Word, PDF, CSV and more
- Audit logs and tamper-proof seal
Branding and integrations
- Custom branding and white-label emails
- Branded URLs on your domain
- Zapier, Make, cloud storage, webhooks, REST API
- 16 languages
Video review
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What is OkaySend?
A client portal for collecting files, answers and signatures through one no-login link, with automatic reminders.
Do clients need an account?
No. Clients open the portal without logging in.
Can I stack codes?
Yes, up to 5 codes, per the AppSumo page.
Is it HIPAA compliant?
No. The page says it is GDPR and CCPA compliant but not HIPAA compliant.
What is the refund policy?
Up to 60 days through AppSumo.
Does it integrate with other tools?
Zapier, Make, Google Drive, Dropbox, OneDrive, webhooks and a REST API are listed.
Often compared with
These are other tools in the same space, not deals on GrabLTD.
- Dropbox File Requests
- Content Snare
- Typeform
- DocuSign
- Hellosign
Sources
Checked . Prices and terms on this page come from: