Bottom line: OkaySend is a document collection tool. You build a request, which is a checklist of questions, upload boxes and signature fields, and send your client a private link. They fill it in without creating an account, OkaySend chases them with reminders, and you approve or reject each item as it arrives. On AppSumo it sells five one-time plans, from $59 to $295, as 1 to 5 stacked codes. Requests and clients are unlimited on every plan; the real ceiling is active requests, the number of client portals open at the same time, which runs from 20 on Plan 1 to 200 on Plan 5. OkaySend’s own site charges $25 to $95 a month on yearly billing for similar limits, so the deal is far cheaper than buying direct, though the plans aren’t identical. The deal is refundable up to 60 days, and the listing says “Plus members are covered by our We Got Your Back guarantee.”
Best for: accountants, bookkeepers, agencies, coaches and other service businesses that collect files and answers from clients in batches.
Think twice if: you need question-level conditional logic today, or unlimited e-signatures; the AppSumo plans cap signatures per month.
We have no affiliate deal with OkaySend or AppSumo; links go to the official pages. How we review.
Updated 29 October 2026. This OkaySend review rests on what we read that day: the OkaySend listing on AppSumo, including all five plans, the deal terms, the founder’s notes, the questions and the reviews, and OkaySend’s own pricing page with its FAQ. We haven’t sent requests to real clients with it, so we describe the plans, the limits and what buyers report, not how fast clients respond.
OkaySend review at a glance
| What we checked | What the pages say |
|---|---|
| AppSumo plans | $59, $118, $177, $236, $295 once: 1 to 5 codes |
| Active requests | 20, 35, 50, 100, 200 open at once |
| Requests, clients, reminders | Unlimited on every plan |
| eSignatures | 20 to 200 per month, by plan |
| Custom branding | Plan 3 and up |
| Branded URLs | Plan 5 only |
| OkaySend’s own prices | $25, $55, $95 a month billed yearly |
| Refund | “Refundable up to 60 days” on AppSumo |
| AppSumo guarantee | “Plus members are covered by our We Got Your Back guarantee” |
| Listing rating | 4.93 stars from 14 reviews, 699 bought |
What OkaySend does
The idea is simple. Instead of emailing a client a list of things you need and then hunting through replies for attachments, you send one link. Behind it sits a portal with your checklist: text questions, file upload areas, and, since an August 2026 update, e-signature fields in the same request. The client doesn’t need a login. Their answers save as they go, so they can stop halfway and come back later from a phone or a laptop.
Features listed on every AppSumo plan include:
- Collection: a drag-and-drop request editor, unlimited upload areas, questions and fields, pre-made templates and unlimited saved templates.
- Follow-up: unlimited automatic reminders, which you can personalise with the client’s name, the checklist and the due date.
- Review: a response approval system that lets you reject a single item and ask for a redo, plus comments on the request.
- Security: data encryption at rest and in transit, real-time virus and malware scanning, daily backups, audit logs and a tamper-proof seal on signatures.
- Connections: Zapier, Make, Google Drive, Dropbox and OneDrive integrations, and webhooks.
- Languages: the founder’s August 2026 post lists 16 supported languages for client portals and reminders.
The founder’s posts add recurring requests, which generate and send the same ask on a monthly, quarterly or yearly schedule. In late October 2026 the founder also said AI assistance is “now available on Plans 3 and above,” with one catch worth reading twice: “you’ll need to provide your own Anthropic API key to use this feature.”
The limit most people miss: active requests
The plan cards say “Unlimited Requests” and “Unlimited Clients,” and that’s true. But each card also carries a smaller number, “Active requests,” with a tooltip that reads “active client portals.” That number is the one that decides your plan.
OkaySend’s own pricing page explains it: “An active request is a live client portal being used to collect documents and details.” When a request is finished, you mark it Done or archive it, and the slot frees up. In an October 2026 answer on AppSumo, the founder confirmed that marking a request Done or Archived “revokes the client’s access and frees up your active request quota,” and that you don’t need to delete anything.
So the question isn’t “how many clients do I have?” It’s “how many clients am I waiting on at the same time?” Turns out those are very different numbers for most service businesses. A web designer who starts two projects a month may never have more than five portals open. An accountant who sends every client a tax organiser in the same fortnight might have eighty open at once.
Two more details from OkaySend’s FAQ shape this, and most people miss both. First, a request sent to the same person twice counts as two requests. Second, “Requests that are archived will still count against your storage quota.” Archiving frees an active slot, but it doesn’t free space. In practice, when you’re close to the storage cap, you have to download old files and delete the requests.
The five plans
| AppSumo plan | Price once | Active requests | Users | Storage | eSignatures a month | Branding |
|---|---|---|---|---|---|---|
| Plan 1 | $59 | 20 | 2 | 20 GB | 20 | No |
| Plan 2 | $118 | 35 | 3 | 35 GB | 35 | No |
| Plan 3 | $177 | 50 | 5 | 50 GB | 50 | Custom branding, email white-labelling |
| Plan 4 | $236 | 100 | 10 | 75 GB | 100 | Custom branding, email white-labelling |
| Plan 5 | $295 | 200 | 25 | 100 GB | 200 | Adds branded URLs |
| Plan | Price |
|---|---|
| Plan 1 Solo agencies and freelancers |
$59 once |
| Plan 2 Small practices |
$118 once |
| Plan 3 Branded client portals |
$177 once |
| Plan 4 Seasonal accounting peaks |
$236 once |
| Plan 5 Larger firms, own domain |
$295 once |
One-time prices on AppSumo as read on 29 October 2026; each plan is a number of stacked codes (1 to 5). OkaySend's own site lists Basic $30 a month or $25 a month billed yearly ($300), Professional $65 or $55 ($660), and Business $110 or $95 ($1,140), with a 14-day free trial and no free plan.
Prices checked Oct 29, 2026 on OkaySend’s own pricing page. Lifetime deals are listings that can end or change, so check the live listing before you buy.
Prices as read on 29 October 2026. Custom branding, in the listing’s tooltip, covers “custom email and SMS templates, colors, remove OkaySend logo, etc.” Plans 1 and 2 keep the OkaySend logo on your client portals. In practice, that’s the second reason people move up, after active requests.
Picking a plan: four worked examples
A small agency with two or three projects a month. This is almost exactly what one buyer described in October 2026. If each onboarding questionnaire stays open for about six weeks, that’s roughly four to six live portals at once. Plan 1’s 20 slots cover it with room to spare. The founder’s own answer to that buyer was that “Tier 1 is perfectly fine.” The only reason to go higher is branding.
A bookkeeper with 30 monthly clients. Recurring requests can send each client the same “upload this month’s statements” checklist on a schedule. If all 30 go out on the first and most clients finish within two weeks, you’ll still hit 30 open portals at the start of each month. Plan 1 is too small. Plan 2’s 35 fits, barely; Plan 3’s 50 gives you headroom plus your own logo.
An accountant in tax season. Say 80 clients each get an organiser in February and some take until April to finish. You’d need 80 active slots at the peak, which means Plan 4’s 100. Storage adds up too: if each client uploads 300 MB of statements, receipts and scans, 80 clients is 24 GB in one season, and archived requests still count. Plan 4’s 75 GB lasts about three seasons at that rate before you’d need to download and delete old files.
A firm that signs as much as it collects. Plan 1 includes 20 eSignatures a month. If you send an engagement letter to each new client and onboard 25 clients in a busy month, you’re over. Plan 3 covers 50 a month and Plan 4 covers 100. Don’t forget that signature limits reset monthly, while storage only grows.
If you’re unsure, honestly, count your open requests on your busiest week of last year, not an average week. The deal terms let previous buyers add codes later, but only while the listing is live.
The deal vs OkaySend’s own plans
OkaySend’s own pricing page, read on 29 October 2026, sells three subscriptions with a 14-day free trial and no free plan (“No, OkaySend is a paid service”):
| OkaySend’s own plan | Monthly | Billed yearly | Active requests | Users | Storage | eSignatures | SMS a month |
|---|---|---|---|---|---|---|---|
| Basic | $30 | $25 a month ($300 a year) | 25 | 2 | 25 GB | 50 a month | 50 |
| Professional | $65 | $55 a month ($660 a year) | 100 | 5 | 50 GB | Unlimited | 150 |
| Business | $110 | $95 a month ($1,140 a year) | 200 | 10 | 100 GB | Unlimited | 250 |
The AppSumo plans are not copies of these. Plan 1 has fewer active requests than Basic (20 against 25) and fewer signatures (20 a month against 50). Plan 4 matches Professional’s 100 active requests but gives more users and storage, and caps signatures at 100 a month where Professional has none. Plan 5 matches Business on requests and storage, gives 25 users against 10, and caps signatures at 200 a month. Professional and Business also include free form migrations on OkaySend’s site; the listing doesn’t mention them.
Frankly, the money side is not close. Plan 1 costs $59 once, against $300 for one year of Basic. Plan 5 costs $295 once, against $1,140 for one year of Business. Even if OkaySend’s subscription ran only two years for you, the deal pays for itself many times over.
One gap to clear up: OkaySend’s own plans include monthly SMS credits for reminders, and the custom branding tooltip on AppSumo mentions SMS templates, but the AppSumo plan cards list no SMS allowance. We couldn’t find on either page whether AppSumo plans get SMS credits. If text-message reminders matter to you, ask before day 60.
What buyers report
The listing shows 4.93 stars from 14 reviews, with 13 five-taco ratings and one four, and 699 people have bought it. It’s a small sample. Of the five reviews the listing shows first, two date from OkaySend’s first AppSumo run in 2024; the founder’s June 2026 post announced the return.
Templates save setup time. A September 2026 reviewer who builds websites said the templates were “pretty much everything that I needed” for web design onboarding, and liked the required-field toggle and that every answer sits in one portal instead of spread across emails.
Long forms move over quickly. A 2024 reviewer said they’d been dreading moving an 11-page intake document into OkaySend and finished it “in less than one afternoon.”
Higher tiers for branding. A 2024 reviewer said they “purchased the higher plan for the branding,” and a July 2026 buyer was “Very happy with Tier 5.”
The founder answers, and fast. Haseeb Zahid, the founder, replied to most questions we read within a day. On language, he confirmed in October 2026 that clients see the portal interface and system emails in German when you set that language. On a question about a reusable signing template filled from a CRM, he said in October it’s possible through the API, though “the relevant endpoints aren’t currently covered in our public API documentation,” and asked the buyer to email him.
A promise that slipped. In August 2026 a buyer asked whether OkaySend could turn an existing 30-page questionnaire into a request automatically. The founder said an AI builder would be available “by the end of September.” On 8 October the buyer asked again; on 26 October the founder said AI assistance was live on Plans 3 and up, using text prompts and your own Anthropic API key. That’s not quite the same as importing a document. If you’ve got a long form to migrate, treat the import as unconfirmed.
Logic is section-level. In October 2026 a buyer pointed out that conditional logic shows or hides a whole section, not a single follow-up question inside it. The founder replied, “Yes, we’ll add this.”
The terms
The deal terms read, as shown on the listing:
- “Lifetime access to OkaySend.”
- “All future custom AppSumo plan updates.”
- “If Plan name changes, deal will be mapped to the new Plan name with all accompanying updates.”
- “You must redeem your code(s) within 60 days of purchase.”
- “Stack up to 5 codes.”
- “Previous AppSumo customers who purchased OkaySend can buy more codes to increase their feature limits.”
- “Previous AppSumo customers will be grandfathered into any new features and feature limits.”
The refund line reads “Refundable up to 60 days,” and the guarantee line reads “Plus members are covered by our We Got Your Back guarantee.” The listing carries AppSumo’s Launchpad badge, “Chosen by AppSumo for their potential and innovation.”
Note the second term. “Custom AppSumo plan updates” ties your plan to AppSumo-only tiers, not to OkaySend’s Basic, Professional or Business. The page’s embedded plan data still carries an older line mapping Tiers 1 to 3 to Basic, Tier 4 to Professional and Tier 5 to Business, but the terms shown to buyers say “custom.” Go by the shown wording: future limits follow the AppSumo plan you bought, not the public ones. The page’s own data also lists an end date of 30 November 2026 for this run, so don’t assume it stays up.
OkaySend vs Dropbox and Google Drive
The listing names Dropbox and Google Drive as the tools OkaySend replaces, and it connects to both. The difference is structure. A shared folder takes whatever the client drops in; OkaySend asks for named items, chases the missing ones, and lets you reject a wrong file with a note. If you only ever need one folder of photos from a client, don’t bother with an extra tool. If you need twelve specific documents and three signatures, a checklist does more than a folder. We didn’t price Dropbox or Google Drive for this review.
OkaySend’s own FAQ also compares itself with DocuSign, saying it covers “the broader workflow around documents” beyond signatures. We didn’t read DocuSign’s pages, so we won’t compare features or prices.
Common mistakes with the OkaySend deal
Reading “Unlimited Requests” as the limit. It isn’t. Active requests, the portals open at the same time, decide your plan.
Forgetting to close finished requests. A request you never mark Done or archive keeps holding a slot. When you finish a project, close its portal the same day.
Assuming archiving frees storage. OkaySend’s FAQ says archived requests still count against storage. Download and delete old files when you’re near the cap.
Buying Plan 1 or 2 for a branded portal. Custom branding starts at Plan 3. Branded URLs on your own domain are Plan 5 only.
Expecting AI import of existing forms. The AI assistance shipped in late October runs on Plans 3 and up from text prompts, needs your own Anthropic key, and isn’t described as a file importer.
Counting on SMS reminders. The AppSumo cards don’t list SMS credits. If you’ve got clients who ignore email, ask support before you buy.
Who OkaySend suits
A web design or marketing agency. Plan 1 is enough for a few onboardings a month; Plan 3 if clients should see your logo.
An accountant or bookkeeper. Recurring requests and item-level rejection fit monthly and seasonal collection. Size the plan for your peak month.
A coach, broker or consultant. No-login portals that save progress suit clients who aren’t comfortable with software.
A team that needs fine-grained permissions. OkaySend’s listing FAQ says all added members “get full editing and viewing access,” with only the owner controlling billing and members. If you’ve got staff who shouldn’t see every client file, skip it for now.
How to test it inside the refund window
- Rebuild your longest intake form and send it to yourself, on a phone and a laptop, then stop halfway and resume.
- Mark a test request Done and confirm the active request count drops.
- Send a signature request inside a collection request and check what the signer sees.
- Set your client language if your clients don’t read English, and check the reminder emails.
- Connect your storage or CRM through Google Drive, Dropbox, OneDrive, Zapier or Make, and confirm uploaded files land where you expect.
What we couldn’t check
We didn’t send requests to real clients, test the reminders’ delivery or measure upload speed. We couldn’t confirm whether AppSumo plans include SMS credits, whether the API endpoints the founder mentioned will be documented, or when question-level conditional logic will ship. We also couldn’t confirm what “Plus members are covered” means for a buyer who isn’t an AppSumo Plus member; the refund line is the one that applies to everyone. Settle anything that matters before day 60.
FAQ: OkaySend questions
Is OkaySend a one-time payment on AppSumo?
Yes. Five plans at $59, $118, $177, $236 and $295 once, as 1 to 5 stacked codes, as read on 29 October 2026.
What is an active request in OkaySend?
A live client portal that’s still collecting documents or answers. When you mark it Done or archive it, the slot frees up. Plans allow 20 to 200 open at once.
Is the AppSumo deal cheaper than OkaySend’s own plans?
Yes, by a wide margin on the pages we read. OkaySend’s own plans cost $25 to $95 a month on yearly billing. The limits differ: AppSumo plans cap e-signatures per month on every tier, where Professional and Business don’t.
Do clients need an account to use OkaySend?
No. Clients open a private link, and their progress saves automatically so they can return later.
The verdict
OkaySend does a narrow job well: it turns “please send me these documents” into a checklist the client can finish on their phone, and it does the chasing for you. The deal costs a fraction of a year on OkaySend’s own plans, the founder answers questions quickly, and reviews are strong, if few. Size your plan by how many clients you wait on at once, check the monthly signature cap, and treat the AI import and SMS questions as open. For most small service businesses, Plan 1 or Plan 3 is the sensible buy.
OkaySend on our desks
Our YouTube channels cover OkaySend from different angles. Each video opens on YouTube.
