We love Content Snare for it's awesome end-user experience. We can create questionnaires and requests for our clients that result in 100% completion of correct documents.

This has been the best questionnaire tool we've used in our 16 years of operating. Great for onboarding, ID checks, BAS/tax time questionnaires, and even gathering consignment product information for our other business!

We use Content Snare across both our accounting and wealth teams at LINK and it's made client document collection genuinely painless. Onboarding, tax docs, workpapers, AML verification — all the stuff that used to live as half-finished email threads now runs as structured requests clients work through at their own pace. The automated reminders do the chasing so our team doesn't have to, and the security side gives us real comfort given how much sensitive client information we collect. It just removes friction from a job everyone in our industry dreads. Highly recommend it to any professional services firm.

Overall, Content Snare has been a really positive addition to our systems. Before using it, we were relying on email threads and editable documents, which often led to missed information, delays, and a lack of clarity across the team. Now, everything is centralised, structured, and easy to track. It’s helped streamline our internal workflows, reduce stress for the team, and create a much clearer, more guided experience for clients. It’s one of those tools that seems simple on the surface, but actually has a big impact on efficiency, consistency, and client experience over time.

We had been using Excel checklists with file upload links. Manual setup, manually roll it forwards each year, manual steps to file docs. No visibility on client progress. Plenty of client grumbles (and for good reason). Content Snare was an absolute game changer. The team and the clients both love it. The small amount of $$ we pay for it is more than paid off in time saved. I hope Content Snare don't read these reviews, because they honestly don't charge what they should for how good this app is.

Just started using Content Snare, and what a great product, very easy to use and customise to your liking.