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.

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.

Content snare fills such a gap in the practice ecosystem. Being able to capture client information in a systematic way, and have that tie into everything else we use, has been a massive time saver.

Content Snare is a fantastic tool for getting information from your clients. It is useful for onboarding workflows as well as other uses. Because each request is unique it is easy to integrate these with other systems to track which stage a client is at and if they have completed their request or not.

Content Snare makes resolving client queries simple. It's easy to use and has been great for sending reminders to clients for outstanding queries. Makes it easier to see what queries have been answered than having to sort through manly emails.

Content Snare is a fantastic tool for data collection and has contributed to our ability to streamline processes. The onboarding process was smooth and James was a great help! 100% recommend!