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Using InstaSend to Quickly and Securely Send Files

In this article:

What is InstaSend? #

InstaSend is the easiest way for accounting firms to securely send files and documents to clients without the hassle of email attachments. InstaSend lets you send one-off documents like NOAs, ABA files, or contracts straight from your Seamlss dashboard, no messy email attachments needed! Your clients get a clean, secure page to download files, branded with your firm’s look.

How to Send Files with InstaSend #

Step 1: Open InstaSend #

From your dashboard, click + Insta Request > InstaSend.

Step 2: Add details #

Give your file a clear title and add a short note for your client.

Step 3: Pick your client #

Choose who will receive the files.

Step 4: Upload files #

Drag and drop, then rename them clearly — for example, 2024 Super Statement.pdf.

Step 5: Send it! #

Hit Send Fetch and your client will get an email with a secure download link.

What Your Client Will See #

  • A branded page with your firm’s logo
  • File name and upload time
  • A simple Download File button — no login required!

Quick Tips #

  • Name your files clearly (e.g., NOA - John Smith 2024.pdf)
  • Add a quick message like “Here’s the file your mortgage broker requested.”
  • Check the client timeline for all sent files
  • Admins can send files too, freeing up accountants’ time!

Using InstaSend to Securely Send Client Files #

What is InstaSend? #

InstaSend provides a fast, secure way to deliver one-off documents to your clients directly from your Seamlss dashboard. It eliminates the need for email attachments by generating a clean, branded download page that clients can easily access, ensuring security and professionalism for your firm.

When to Use InstaSend #

Use InstaSend whenever you need to send a single file or a small set of documents securely. Common scenarios include:

For Accountants and Bookkeepers #

  • ATO Notices of Assessment (NOA)
  • BAS or IAS lodgements
  • ABA files for bank payments
  • Annual reports and reconciliations
  • Trust resolutions and dividend statements

For Financial Planners #

  • Superannuation member statements
  • Statements of Advice (SOAs) and Records of Advice (ROAs)
  • Investment summaries and review documents
  • Signed authorities and compliance documents

For Mortgage Brokers #

  • NOAs, Income Tax Returns (ITRs), or ATO summaries
  • Identification and income verification documents for lenders
  • Bank statements or Excel reports

For Legal and Administrative Teams #

  • Contracts and legal documentation
  • Company and trust deeds
  • ASIC extracts and registration documents
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