Content Snare
Content Snare is the simple, secure way for accounting and bookkeeping firms to onboard clients, collect documents and get answers, without the endless back and forth.
Set up a request once and Content Snare does the chasing for you. Automatic reminders follow up until everything is in, so you never have to nag a client again. Your clients complete a clear, guided checklist with no login and no app to download, on any device.
End clients consistently rate it among the most professional and easy-to-use systems on the market.
The result is the right documents first time, faster onboarding, and hours back every week.
Highlights:
=> Build custom requests with AI: paste in a messy list of questions and Content Snare turns them into a polished, guided request
=> Automatic reminders that do the follow-up for you
=> Reusable templates for onboarding, tax returns, KYC and more
=> Approve or reject each answer, with everything organised in one place
=> Integrates with the tools you already use
=> ISO 27001 certified with bank-level encryption
Trusted by 1,800+ firms collecting over 370,000 documents every month. Come and say hi at stand F60.
