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OkaySend provides secure, login-free client portals to collect documents from clients. It includes a no-code editor for requests, automatic reminders, item-level rejection, eSignatures, integrations, branding, templates, and an audit trail to streamline workflows. The platform claims up to 80% faster document collection and about 70% less time spent gathering information, with multi-language support and scalable client access.
AI named OkaySend in February 2026.