Overview
Tired of chasing clients for info?
Whether it's client onboarding, AML, 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.
Used by 1,900+ accounting firms and bookkeepers across 103 countries to collect tax documents, BAS information, year-end workpapers, and onboarding info. ISO 27001 certified for handling sensitive client data.
Key features
- Pre-built templates for AML/KYC, client onboarding, year-end workpapers, and tax returns
- Two-way XPM integration: pull clients into Content Snare, push completed data to XPM or cloud storage
- No-login client portal: no accounts or passwords for your clients
- Automatic reminders that chase clients on your behalf
- Conditional logic so you only ask each client what's relevant to them
- Auto-saving forms: clients can pick up where they left off
- Approve or reject individual answers and request revisions
- Branded client portal with your firm's logo, colours, and welcome message
Content Snare + Xero
Content Snare imports your clients from Xero Practice Manager automatically, so you don't have to maintain a duplicate client list. When you need information, create a request in Content Snare and select one of your Xero Practice Manager clients to send it to. Once the client has completed everything, push the collected documents and information back to XPM, or send them to your connected cloud storage. No more downloading, re-uploading, and re-entering data your client has already given you.
Pricing plans
This app includes a free 14 day trial
Basic
- 20 active requests
- 2 users
- Basic integrations
- AML screening & KYC
- Client portal
- Approval & rejection
- Comments & discussions
- ISO 27001 certified
Plus
- 50 active requests
- 5 users
- Premium integrations (XPM/FYI)
- AML screening & KYC
- Client portal
- Approval & rejection
- Comments & discussions
- ISO 27001 certified
- Custom branding
Pro
- 100 active requests
- 10 users
- Premium integrations (XPM/FYI)
- AML screening & KYC
- Client portal
- Approval & rejection
- Comments & discussions
- ISO 27001 certified
- Custom branding
Custom
- 200+ active requests
- 20+ users
- Premium integrations (XPM/FYI)
- AML screening & KYC
- Client portal
- Approval & rejection
- Comments & discussions
- ISO 27001 certified
- Custom branding
Getting started
Sign up for a free 14-day trial with Content Snare. It only takes a couple of minutes. Connect your Xero Practice Manager account in the settings menu and send a test request to yourself to see how it looks from a client's perspective.
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