Content Snare is a client portal built for document collection and client onboarding. Accounting firms and other professional services firms use it to get documents and information from clients without the email back-and-forth.
Content Snare was founded in Brisbane, Australia, in 2017.
Canada Practice App of the Year 2026UK Practice App of the Year 2025
ISO 27001certified
Hi, I'm James.
My co-founder Mark and I met as automation engineers. Our job was making machinery run itself. In 2010 we started a software business that helped marketers automate parts of their content production, and a few years later that led to a web design agency.
By 2015 the agency was stretched thin. I couldn't visit friends without checking my email every five minutes.
What wore me down most was chasing clients for website content. Getting everything in for a single site could take months. It was a huge pain in the ass.
So I started a side project to find a better way. We interviewed 15 to 20 web designers, and every one of them had the same problem.
That project became Content Snare. We launched it in 2017 to help web designers collect website content from their clients.
Then businesses outside web design started signing up, in accounting, bookkeeping, legal, HR, education, SaaS and more. They'd found their own uses for it.
In 2021 we made accounting firms our main focus, because that's where Content Snare fitted best. A firm can have hundreds of clients, and it needs information from every one of them at least once a year. Accountants' time is expensive and they have compliance rules to meet, so all that chasing adds up fast.
I'd like to say that was all part of a master plan, but we can't take the credit. Our customers worked it out before we did.
We still work with plenty of other industries, and web designers still use it too.
If chasing clients for documents is still eating into your week, I know the feeling. Give Content Snare a try and tell me what you think, good or bad.
James Rose
Co-founder and CEO, Content Snare
You send a client a request as a link. They fill it in over days if they need to, Content Snare sends the reminders, and you review and export everything once it’s done.
Build a request with pages, around 30 field types, file uploads and instructions with images or video. Start from one of 110+ templates, or let the AI request builder turn a list of questions or a PDF into one.
Email reminders, with optional SMS, go out on your schedule until the client finishes, then stop. Nobody at the firm has to keep track of who to chase.
Approve or reject each answer and file, and clients fix rejected items in place. Questions stay attached to the item they’re about, and the dashboard shows what’s missing across every client.
Download everything as one package with files renamed and sorted, or sync it to cloud storage. Connects to Xero Practice Manager, FYI, SuiteFiles and more, plus Zapier, Make and the API.
Clients verify their identity inside the request. Content Snare screens for PEP status, sanctions and adverse media, and logs the decision to proceed as a record of your AML checks.
Send files to clients as well as collecting them, and have documents signed from inside the request through FuseSign or Annature.
Most firms that switch to Content Snare aren't leaving a tool that lacked features. They're leaving one their clients refused to use.
In our customer survey, 79% of firms said they get direct positive feedback from their clients. Some clients like it enough to start using Content Snare in their own businesses.
The best compliment I can give is we received feedback from some clients on how easy and professional our onboarding process was, because it was Content Snare.
I sent myself a request, drove to school to pick up my kids, and completed the whole tax return upload in the car park from my phone in about 10 minutes, including uploading documents.
A client clicks a link and the request opens on their phone. There's no login code to wait for and nothing to learn. Answers save as they type, so they can chip away at it a few minutes at a time across the week.
Chasing clients for documents and information is one of the biggest drains on a firm's time. The work can't start until everything's in, and every gap means another round of emails.
Content Snare only does this job, and nearly everything we ship is a small improvement to it. Those improvements add up, and together they make a big difference to how much follow-up your team has to do.
Practice management software and all-in-one platforms include document requests as one feature among many, so the client side inherits the complexity of software built for the firm. Clients aren't accountants, and they don't want to use accounting tools. Doing only this job keeps the client side simple, and it's why many firms run Content Snare alongside their practice management software instead of choosing between them.
Questions go through the chat inside the app to people on the Content Snare team, never to AI alone.
Independently audited information security, with military-grade encryption in transit and at rest and a separate key for each company’s stored answers. The details are in our Trust Center.
Our published data processing agreement includes the EU standard contractual clauses and the UK Addendum. Prighter Group is our EU and UK representative.
Businesses that need a lot of information from their clients, over and over, where a missing document holds up the work.
Our main market, from sole practitioners to firms with 50+ staff. Client onboarding, tax returns and workpapers, BAS and month-end, bookkeeping queries, ATO client-to-agent linking, and ID and AML checks.
Borrower documents, ID and compliance evidence, collected in one place instead of across email threads.
Client intake, immigration, estate planning and family law matters.
Customers in 103 countries in total.
Content Snare is run by its two co-founders, James Rose and Mark Beljaars, from Brisbane. The rest of the team works remotely.
Co-founder and CEO
James started Content Snare in 2017 after months of chasing clients for website content at the web design agency he ran with Mark. As co-founder and CEO he leads the business, and he hosts Between Two Ledgers, a podcast with people doing exceptional things in accounting and bookkeeping.
Co-founder and CTO
Mark was an automation engineer before he and James co-founded their first software business in 2010. As CTO he leads product and engineering at Content Snare.
People have enough on their plate already, so we don’t waste their time. We keep everything as simple as we can, from the product to how we communicate.
Communicate well, help people get results, and take all feedback gracefully.
If we say we’ll do something, we do it. Customers and teammates shouldn’t have to follow up.
Work on the things that make the most difference for our customers and the company.
The trial runs for 14 days with no credit card. Plans are monthly or annual with no contracts either way, and you can cancel from inside the app in about 20 seconds.
Plus plans and above include a personalised onboarding call, a template review and one free template migration (two on Pro). Paid Supported and Concierge packages add more migrations, team training and priority support. Locked into another tool’s contract? You get free access until it runs out (conditions apply).
The chat inside the app goes to our support team. The help centre covers every feature, the status page shows live uptime, and the Trust Center holds our security policies.
| Company name | Content Snare |
|---|---|
| Legal entity | Aktura Technology Pty Ltd (ABN 99 146 513 868) |
| Type | Document collection and client onboarding software (SaaS) |
| Founded | 2017, in Brisbane, Australia |
| Founders | James Rose (Co-founder and CEO) and Mark Beljaars (Co-founder and CTO) |
| Headquarters | 76-84 Brunswick Street, Fortitude Valley QLD 4006, Brisbane, Australia |
| Team | Co-founders in Brisbane, the rest of the team fully remote |
| Website | contentsnare.com |
| Core offering | Client requests with automatic reminders, review and approval, ID verification and AML screening, a client portal and document signing |
| Main customers | Accounting and bookkeeping firms, plus mortgage brokers, law firms and other professional services |
| Customers | 1,900+ companies, 9,900+ users, 103 countries |
| Volume | 500,000+ items collected and 350,000+ reminder emails sent every month |
| Templates | 110+ built-in templates |
| Free trial | 14 days, no credit card |
| Contract terms | Monthly or annual. No contracts, cancel any time |
| Onboarding | Personalised onboarding call and a template review on Plus plans and above. Free template migration: one form on Plus, two on Pro. Paid Supported and Concierge packages add more migrations, team training and priority support |
| Support | Real people, through the chat inside the app |
| Security | ISO 27001 certified. Military-grade encryption, with per-company encryption keys |
| Data hosting | Amazon Web Services (AWS), United States |
| Privacy | GDPR and UK GDPR, with a published data processing agreement. EU and UK representative: Prighter Group |
| Integrations | Xero Practice Manager, FYI, SuiteFiles, Google Drive, Dropbox, OneDrive, SharePoint, FuseSign, Annature, Calendly, Zapier, Make, REST API and webhooks |
| Interface languages | Nine |
| Awards | Won Canada Practice App of the Year, Xero App Awards 2026. Won UK Practice App of the Year, Xero App Awards 2025. Finalist, Global Practice App of the Year, Xero App Awards 2026. Shortlisted, Emerging App of the Year, ICB LUCA Awards 2026 |
| Reviews | 4.9/5 on Capterra (100 reviews). 4.95/5 on the Xero App Store (73 reviews) |
| Notable customers | Incentax, JPS Audit Specialists, DFK Hirn Newey, Liston Newton Advisory, Northwest Accountancy, Connected Accounting |
| Podcast | Between Two Ledgers |
| Newsletter | Triple Entry |
| Social | LinkedIn, YouTube, Facebook group |
Content Snare is based in Brisbane, Australia, and made by Aktura Technology Pty Ltd. Co-founders James Rose and Mark Beljaars are in Brisbane, and the team is fully remote, with people in several countries.
Content Snare launched in 2017 as a tool for web designers. Accounting firms have been its main focus since 2021, and it's now used by 1,900+ companies.
No. Clients open a Content Snare request straight from a link, without signing up or logging in, and it works on a phone. Firms that want more protection can add a client-set PIN or full client accounts.
Yes. Content Snare is ISO 27001 certified and independently audited, and it encrypts data in transit and at rest, with per-company keys for stored answers. You can read more in the Content Snare Trust Center.
Content Snare stores your data on Amazon Web Services (AWS) in the United States, whichever country your firm is in.
Yes. Content Snare's data processing agreement includes the EU standard contractual clauses and the UK Addendum, covering GDPR and UK GDPR. Prighter Group is Content Snare's EU and UK representative.
Yes. Content Snare is a client portal built for collecting documents and information from clients and onboarding new ones, and you can send files to clients through it too. Practice management software often includes a portal as one feature among many, but Content Snare only does this job, which keeps it simple for clients.
No. Content Snare collects documents and information from clients, and many firms use it side by side with a practice management system. It integrates with Xero Practice Manager, FYI and other tools like SuiteFiles and Zapier.
Yes, on Plus plans and above. Content Snare shows clients your logo and colours, and you can rewrite the wording on buttons and labels.
Yes. The Content Snare interface comes in nine languages for clients and your team, and you write your questions in whatever language your clients need.
Yes to both. Content Snare's 14-day free trial needs no credit card, and there are no contracts. You can cancel from inside the app whenever you like, and your access carries on to the end of the period you've paid for.
Yes. Plus plans include one free template migration and Pro plans include two, where we turn an existing online or PDF form of up to 40 questions into a Content Snare template. The paid Supported and Concierge packages add more, and if you're tied into another tool's contract, you can use Content Snare free until that contract ends (conditions apply). The AI request builder can also build a request from an existing PDF form.
Yes. Content Snare's support team answers the in-app chat, and you can always reach a person. On Plus plans and above you also get a personalised onboarding call, and the paid Supported and Concierge packages add team training.
The quickest way to find out whether Content Snare suits your firm is to send yourself a request and fill it in as a client would.
Start a free trial below, or book a demo.
