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A better way to handle file sharing for finance

August 18, 2026

- by Drazen Vujovic

Learn how to separate financial document collection from file delivery, so you can give each its own structured and secure workflow. Quick Summary: Financial file sharing works best as two separate tasks: collecting documents from clients and sending files back to them. Treating both the same way, usually through email or a shared drive, causes delays and lost files. Content Snare handles collection through structured requests and delivery through a secure portal.

Preparing for Tranche 2: Automating KYC/AML checks with Content Snare

- by Drazen Vujovic

Learn how accounting firms can prepare for Tranche 2 by automating KYC checks, identity verification, and AML screening with Content Snare.

Amy Holdsworth explains how firms should free accountants from admin work

- by Drazen Vujovic

Amy Holdsworth of Clarity Street shares insights on how accounting firms can improve efficiency by shifting admin work away from accountants and strengthening internal processes.

Isaac Perdomo’s automation framework for improving accounting efficiency

November 20, 2025

- by Drazen Vujovic

Automation expert Isaac Perdomo of Opzer shares how accounting firms can boost efficiency by clarifying their processes and focusing on simple low-risk automations.

How to prepare your accounting firm for AI and automation (without breaking your processes)

September 18, 2025

- by Drazen Vujovic

Jumping into AI too quickly can backfire if your processes aren’t ready. Learn how to prep your accounting firm with a practical framework shared at our AI & Automation Summit.

How small automation wins create big change in accounting

September 15, 2025

- by Drazen Vujovic

Learn how accounting practices can achieve major efficiency gains and cost savings through the “1% rule” of making incremental automation improvements.

What is ISO 27001 (and how does it make Content Snare more secure)?

- by Drazen Vujovic

Content Snare is now ISO 27001 certified. Read this post to learn what it means and how it makes our system more secure.

IT audit questionnaire (free template)

- by Drazen Vujovic

Regular IT audits are the cornerstone of cybersecurity. In this post, we’ll show you the most important questions that should be in your questionnaire.

Logo questionnaire template with 14 questions

- by Caroline McCullough

Your logo design questionnaire is one of the first things your client will see. Learn how to create a professional logo brief in this post.

40 questions for a social media survey (+free template)

- by Sylva Sivz

Learn how to create social media questionnaires to onboard new clients, what survey questions to include, and tools for sending clients your questionnaire.

Optimizing agency workflow: Insights from Gray MacKenzie

October 28, 2024

- by Drazen Vujovic

We interviewed Gray MacKenzie, founder of ZenPilot, to hear how he helps agencies improve their processes and profitability. Check out this post to see what insights we gained from it.

Project management questionnaire (free template)

October 28, 2024

- by Drazen Vujovic

A questionnaire can help you manage projects faster and more efficiently. Check out this post to see some of the most important questions to include in your template.

Cybersecurity questionnaire (30 questions + free template)

October 20, 2024

- by Drazen Vujovic

Need a cybersecurity questionnaire, but you’re not sure how to create one? This post will show you 30 questions to include in your form.

How to Automate Financial Consolidations for Faster, Easier Reporting

October 16, 2024

- by Drazen Vujovic

Automating financial consolidations saves time and reduces errors. This guide explores financial consolidation tools and discusses strategies to streamline your reporting.

3 modern tools for effective payroll onboarding

October 6, 2024

- by Sylva Sivz

Explore how the integration of modern technology and dedicated tools can streamline your payroll onboarding process.

Employee onboarding form (questions + template)

September 2, 2024

- by Drazen Vujovic

Learn how to create an employee onboarding form that keeps new workers well-informed about their roles and company policies.

Succession planning questionnaire template: 21 questions

- by Drazen Vujovic

Still haven’t developed a feasible succession plan? We’ll help you kickstart the process with the right succession planning questionnaire.

50 questions to ask new hires in your employment intake form

- by Sylva Sivz

Get a list of questions to ask new hires in an employment intake form to set them up for success in their new role. Get access to our template you can use to save time.

Strategic planning questionnaire template: 30 questions

- by Drazen Vujovic

Strategic planning is the cornerstone of organizational success. In this post, we’ll show you how to prepare for it by creating a comprehensive questionnaire.

How to create a divorce questionnaire (free template included)

- by Drazen Vujovic

Learn the basics of creating a divorce questionnaire and some of the most important questions to include in your template.

How to create a bankruptcy questionnaire (free template included)

- by Drazen Vujovic

Learn the basics of creating a bankruptcy questionnaire and some of the most important questions to include in your template.

50+ questions to help you make a due diligence questionnaire

- by Drazen Vujovic

Create a comprehensive due diligence questionnaire by following the best practices and real examples.

Tips and tools to improve your document approval workflow

- by Drazen Vujovic

Interested in streamlining collaboration and timely approvals within your organization? Read on for the tips and tools to streamline your document approval workflow.

Questions to ask in an immigration intake form (free template included)

- by Drazen Vujovic

An immigration intake form is a critical document for legal counselors and their clients. In this post, we’ll show you 30+ questions to ask in your questionnaire.

How to keep track of clients’ information: Top tools and tips

- by Drazen Vujovic

Are you struggling with scattered client-related information? In this post, we’ll share some of the best tools and tips on how to improve your information gathering process.

Graphic design process: Tested strategies for preventing delays

- by Sylva Sivz

Frustrating delays can take the joy out of the graphic design process. Learn helpful strategies to reduce common bottlenecks so you can do more with your time.

Practical tips to improve data security in accounting

- by Drazen Vujovic

Not sure how to safeguard your firm’s sensitive information? Check out this post to learn the ins and outs of data security in accounting.

How to build a trademark questionnaire (free template included)

- by Drazen Vujovic

Not sure how to build a trademark questionnaire? We got you covered! Get a full list of questions to include in your online form.

Questions to ask in a student registration form + free template

October 26, 2023

- by Sylva Sivz

Get a list of questions you can ask in a student registration form and use our free template to start building your form for your school.

Request access to Facebook page: A step-by-step guide

October 19, 2023

- by Drazen Vujovic

Accessing your client’s Facebook Page is often a daunting task. Read this post to learn how to do it in a few simple steps.

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