OkaySend

Client work slows down at one predictable spot: the moment you ask for their files. OkaySend is a document-intake tool built around that bottleneck, so you send a single link and the client walks through a structured request without hunting through email chains, WeTransfer notifications, or "did you get this?" replies. Every request lives in one place until it's complete.

What OkaySend actually does

It swaps ad-hoc email requests for reusable intake portals your clients open without an account. Each request bundles the files, questions, and signatures you need into one form, then sends automatic reminders until every field is filled.

• Send structured document requests through a no-login client portal

• Combine file uploads, questions, and eSignatures inside a single intake

• Nudge clients with automatic reminders until every field is complete

• Save recurring intake forms as templates and reuse them per client

• Organize incoming files against the client or project they belong to

• Separate active requests from closed, historical ones

• Manage unlimited clients from a single dashboard

The features that matter

• Reusable templates — Build an onboarding intake once and drop it into every new engagement without rewriting the fields each time.

• Client-side eSignatures — Contracts and consent forms sign inside the same portal where the files arrive, so you are not juggling DocuSign links on the side.

• Custom branding — On the higher tiers, portals and reminder emails carry your logo and colors, and you can push the whole flow to a branded URL.

• Storage that scales with the plan — From 20 GB on the entry tier to 100 GB on the top plan, with per-tier eSignature ceilings ranging from 20 to 200 per month.

Who it's built for

Anyone whose job quietly includes "chase clients for missing paperwork": bookkeepers running tax season, accountants collecting audit files, immigration paralegals collecting passports and translations, mortgage brokers wrangling proof-of-income docs, and small design or marketing agencies onboarding new clients through kickoff checklists. If you run the same intake more than three times a year, the reusable-template feature alone earns its keep. Solo operators start on Plan 1 and outgrow it the day a second team member joins the workflow.

The deal

Plan 1 lands at $59 and gives you 20 active requests, 2 users, 20 GB storage, and 20 eSignatures per month, plus unlimited templates, reminders, and total requests. Higher plans widen the seat count, storage, and eSignature ceiling, and unlock custom branding and email white-labelling once you cross into agency territory. Grab it on AppSumo when you're ready.