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Content Snare

By Content Snare
4.92 out of 5 stars
Free 14 day trial available
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The simple way to onboard clients, collect documents and get answers, without the endless back and forth. Similar to a client portal, Content Snare is like a checklist for your clients with automatic reminders.
Rated
4.9
out of 5
Reviewed by
39
Xero users
Try this app
Free 14 day
trial available
Listed for
1 year
May 2023

Overview

Tired of chasing clients for info?

Whether it's client onboarding, end of year tax prep, or routine queries, gathering the right information from clients is no one's idea of a good time. You shift through endless email threads, trying to track which documents they've sent, what's outstanding and wondering why they sent a bank statement from 2006.

Content Snare transforms this process. Customers report a 71% reduction in the time they spend onboarding clients and gathering information.

It's like a checklist on steroids. Clients answer questions and upload documents in one place. If they forget, automatic reminders keep them accountable. It's like having a personal assistant chasing clients for you.

There is zero friction for clients. No accounts to create and no passwords to remember. One click and they're inside a professionally branded portal.

Wow your clients with a process that's as easy for them as it is for you. Guide them with screenshots and videos, use conditional logic to only ask relevant questions, and spice things up with GIFs. Make it easy for your clients and they'll love you for it.

Getting started is a breeze. Most firms are up and running in 1 to 4 hours. Use one of our built-in templates, or easily replicate your existing forms.

Content Snare
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Content Snare + Xero

Content Snare imports your clients from Xero Practice manager automatically. When you need information, simply create a request in Content Snare and select one of your Xero Practice Manager clients to send it to.

Reviews & ratings

4.9 out of 5 stars
39 Reviews

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Most recent reviews

MC
Michael Carter
Posted 10 Sep 2024
5 out of 5 stars

Drastically improves efficiency and customer experience

Content Snare has transformed the way we work with clients pre- and post-appointment. We have kissed good-bye the messy email threads and follow-up messages and replaced them with the sea of order that is Content Snare. Our clients love it, our team members love it. We get new clients started so much faster and our team can hit the ground running knowing the information that needs to be collected (and checked) has been collected (and checked). Everyone wins.
AG
Amanda Gascoigne
Posted 6 Aug 2024
5 out of 5 stars

Reduce Turnaround Time and Increase Job Profitability

Many of my accounting practice coaching clients are absolutely loving Content Snare, which is why I have made my 2024 Tax Time Bundle questionnaires available on the platform for the first time this year. I will also be making my 2025 Tax Planning Questionnaires available as Content Snare templates. Everything about the platform is incredibly user-friendly and significantly streamlines the data collection process, minimising the back-and-forth with clients for missing information. This efficiency means jobs can be turned around quicker and more profitably - a win for clients, the team, and the practice owner! If you're looking for an efficient way to gather information and documents from clients, I highly recommend Content Snare.
EN
Eric Neal
Posted 1 Aug 2024
5 out of 5 stars

Time Saver

We have the need to collect numerous documents for our SMSF work. Being able to automate this process without the back and forth emails has been great.

Additional info

Functions

Practice managerDocuments

Industries

Professional servicesAccountingNot for profit

App details

By Content Snare
Added in 2023

Countries

Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

English, French, German, Spanish

Support

Setup walkthroughContact supportsupport@contentsnare.com

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14 day free trial available

Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.