Can I send a document to my accountant or my caseworker?
Yes — open it and use save or share, which hands the file to your own email, Files, or whatever you normally use. Seayora will only ever email a document to the address on the account it belongs to, so sharing it onward is a deliberate act by you.
From the guide Receipts, Notices & Statements.
Where to find them
- On the web: Settings → Documents (owners have their own Documents page).
- On iPhone and Android: Documents, from the Tools hub or from Settings.
- In your inbox: the PDF is attached to the email that told you about it.
- If you manage for somebody else: open the owner from Owners and share a file with them from there. That works on the website, on iPhone and on Android, and they are emailed as soon as it is visible to them.
Opening a document needs you to be signed in, on purpose. There is no link that works without an account, because a forwarded one would become somebody else’s deposit statement or consumer-report notice. From any of the three apps you can open it, save or share it, or ask us to email you a fresh copy — always to the address on the account, never to one typed in.
Read the whole guide: Receipts, Notices & Statements