Content Snare is how firms collect documents and information from clients without the back and forth. It's an alternative to Intuit Link built for the whole firm, not just 1040s.
1,900+ firms use Content Snare to collect 500,000+ items every month.
Content Snare is built for the person on the other end. Clients click a link, see a clear list of what's needed, and fill it in on any device. Everything auto-saves as they go, so they can close the tab and come back tomorrow without losing progress. Automatic reminders bring them back on schedule. If they get stuck, they ask a question right there, not over email. It looks like your brand, not ours.
Firms consistently tell us that clients who refused to engage with previous tools complete Content Snare requests within days.
Content Snare is ISO 27001 certified, independently audited by accredited third-party specialists. Every company gets its own encryption keys for stored data. Clients get access via a secure link, with optional PIN codes and confidential fields when you need an extra layer. Sensitive documents stay out of email inboxes entirely. Two-factor authentication and role-based access controls are standard.
This isn't a checkbox. For firms handling tax records, financial documents, identity information, or legal files, security is the reason they chose Content Snare. Read more about Content Snare's security.
Customers love how flexible Content Snare is. Mix file uploads, text fields, structured questions, and tasks in whatever shape fits the job. Build a tax return checklist, an onboarding questionnaire, a workpaper request, or an internal process in the same platform.
That flexibility is how firms get maximum value out of Content Snare. What starts as a tax document collection tool becomes the system for onboarding, entity setups, AML checks, quarterly queries, and internal workflows across departments. One subscription, used firm-wide, delivering an average 23.9x ROI.
The pattern is consistent across tax practices and CPA firms. The previous tool came free with their tax software, so they used it. But at some point the team started losing more time than it saved. Clients wouldn't finish what they started. The team ended up chasing through email anyway. Exactly what the tool was meant to stop.
Firms moving to Content Snare tell us the client experience changes first. Clients who wouldn't complete previous tools finish Content Snare requests within days. Automatic reminders handle the follow-up. The team sees what's outstanding in one dashboard, not an inbox. Then the use cases multiply. What starts as a tax document collection tool becomes how the firm runs onboarding, entity setups, workpapers, and compliance checks across every engagement type.
"Content Snare has changed the game for data collection. Our bookkeeping firm has completely streamlined all client requests, from diagnostics, to onboarding, to data requests for monthly, quarterly and annual requirements. Since implementing it, we've seen a huge reduction in the back-and-forth that used to slow everything down."
Content Snare is used by tax practices, CPA firms, and accounting teams collecting source documents, organizer responses, and annual workpapers from clients. The common thread is firms where chasing clients for information is the biggest drag on the business.
Inside those firms, one Content Snare subscription handles individual tax returns, partnership and corporation returns, entity and trust setups, workpaper requests, client onboarding, engagement letter follow-up, AML and ID verification, and monthly or quarterly bookkeeping queries. Same platform, different templates, consistent client experience across every return type and engagement.
Content Snare connects directly to Xero Practice Manager, FYI, SuiteFiles, and the major cloud storage providers (Google Drive, Dropbox, OneDrive, SharePoint). For Karbon, QuickBooks, HubSpot, and 5,000 other tools, there's a Zapier integration. We're not here to replace your tax software. We're here to fix one thing: getting information from clients without the chase.
Setup is fast. Send your first request in minutes using one of 110+ pre-built templates. Your existing tools stay exactly where they are.
Intuit Link is the client portal bundled free with ProConnect, Lacerte, and ProSeries. If you already pay for Intuit's professional tax software, Link is there. Clients can upload documents, complete a basic organizer, and import W-2s and 1099s from financial institutions. For solo preparers with a small client list, it covers the basics.
On the Intuit Accountants Community forum and Reddit r/taxpros, praise centres on the bundled convenience. Complaints are persistent: login failures when clients have existing Intuit account history, described as a nightmare. The organizer is called bland with no prior-year amounts. Link supports individual returns only. Upload bugs that hide client documents from the preparer's view span multiple tax seasons. Firms also report reminder emails firing after clients have already responded.
Yes. Content Snare is a strong alternative to Intuit Link for firms that need to collect documents and information from clients. 1,900+ firms use it to send structured requests, track what's outstanding, and auto-remind clients until it's done. It's ISO 27001 certified and used across accounting, tax, legal, mortgage, and professional services. Clients access requests via a secure link with no login required.
Intuit Link is a basic client portal bundled inside Intuit's professional tax software. It's limited to individual returns and tied to your Intuit subscription. Content Snare is a dedicated client information collection platform. Clients get a link, see exactly what's needed, and fill it in at their own pace with auto-save. No Intuit account required, no login collisions, and it works across every engagement type your firm runs.
Firms that have outgrown the bundled portal. If you're losing time to client login issues, working around Link's limitations for business returns, or needing a consistent collection tool across more than just 1040s, Content Snare is worth evaluating. It's built for firms that want one professional client experience across tax, onboarding, compliance, and ongoing requests.
Contact us for a special deal. Most firms are sending their first Content Snare request within an hour of setup, using one of 110+ pre-built templates. The full setup flow (importing clients, connecting integrations, picking a template) is covered in the migration question below.
Yes. Content Snare replaces the bundled portal, not the tax engine. Keep ProConnect, Lacerte, or ProSeries for tax preparation. Use Content Snare for everything on the collection side: organizers, source documents, workpapers, onboarding, and ongoing requests. Your tax software stays exactly where it is. Content Snare handles getting information from clients and pushes completed files to your cloud storage or practice management tool.
Yes. Content Snare works for any return type, any entity structure, any engagement. Individual, partnership, S-corp, C-corp, trust, estate. Build a template for each one or use conditional logic to adapt a single template. There's no structural limitation on return type, and you can send multiple requests to the same client from a single email address.
There's no request data migration necessary. Setup looks like this: import your client list (directly from Xero Practice Manager, or via CSV from your practice management tool), connect any integrations you want (XPM, FYI, SuiteFiles, or Zapier for Karbon, QuickBooks, and thousands of others), and pick a pre-built template. Content Snare handles new requests going forward, so most firms switch at a natural break point like a new tax season. Existing Intuit Link data stays in Link until you're ready to archive it.
Set up your first request in minutes using a pre-built template. No credit card required.
Already using Intuit Link? Contact us for a special deal for switchers.
