Congratulations to our winner, Content Snare!
Content Snare is the automated client information collection platform that eliminates the biggest bottleneck in accounting: the endless back-and-forth chase. It uniquely transforms this error-prone process into one that is structured, client-friendly, and automated, ensuring firms regain time, meet deadlines, and focus on higher-value advisory work.
Key features include:
- Automated chasing: Reminders go out on schedule, ensuring information arrives complete and accurate without staff having to chase.
- Client-friendly workflow: Clients get a simple, branded portal with conditional logic, dramatically increasing completion rates and accuracy.
- AI & review tools: AI-powered request builder drafts complex requests in seconds, while built-in chat allows for seamless review and clarification.
- Practice integration & compliance: Seamlessly integrates with Xero Practice Manager and document management systems, while supporting regional compliance needs.
Learn more about Content Snare below and meet the rest of our finalists that are empowering accountants and bookkeepers to scale and better serve their clients.
- Documents, Practice manager
Content Snare
4.94 out of 5 stars51Documents, Practice managerThe 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. - Accountant tools, Bills and expenses
Dext
4.81 out of 5 stars1075Accountant tools, Bills and expensesAutomate your bookkeeping with Dext. Capture receipts, track expenses and mileage, and connect to Xero, 11,500+ apps, banks, and more. Save time, reduce errors, boost efficiency. Free trial! - Accountant tools, Ecommerce
A2X
4.96 out of 5 stars866Accountant tools, EcommerceA2X automates ecommerce accounting into Xero for sellers on Shopify, Amazon, eBay, Etsy, Walmart, and PayPal. Trusted by 1000s of the world's leading ecommerce accounting professionals. Recent Awards: Xero Practice App of the Year! - Documents, Practice manager
FYI
4.7 out of 5 stars20Documents, Practice managerFYI is a cloud document management and automation engine for accountants in practice. It’s a way of re-engineering email and document management and automating processes to save time on repetitive tasks and improve accuracy.
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.
