Content Snare is how firms collect documents and information from clients without the back and forth. It's an alternative to myprosperity built for structured collection, not wealth tracking.
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 client portal tool becomes the system for onboarding, tax returns, 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 Australian accounting and advisory firms. The previous tool handled internal processes well enough. But when it came to actually collecting documents and information from clients, something broke. Clients wouldn't finish what they started. Information came in dribs and drabs. 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 client portal tool becomes how the firm runs tax returns, onboarding, entity setups, workpapers, and compliance checks.
"I thought it would resolve one pain point. I didn't realize it would resolve so many. For personal tax returns, it can save an hour per return. Content Snare lets me get information in exactly the format I need, so I can give work to a junior team member instead of a senior one."
Content Snare is used by accounting firms, bookkeepers, and advisory practices collecting documents and information 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, entity and trust returns, workpaper requests, client onboarding, SMSF and trust setups, AML and ID verification, client-to-agent linking, and monthly or quarterly bookkeeping queries. Same platform, different templates, consistent client experience across every engagement type.
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 practice management platform. 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.
myprosperity is an Australian client wealth portal for financial advisers and accountants. Its strength is consolidating a client's full financial picture, pulling in live bank feeds, superannuation, investments, and property valuations. If your primary need is giving clients a whole-of-wealth dashboard, myprosperity is built for that.
On G2, the Xero App Store, and Apple App Store, reviewers praise the platform's AU data-feed breadth and client fact-find features. Common complaints include post-acquisition billing issues and unresponsive management, difficulty for clients moving between firms due to duplicate-email constraints, and a mobile experience that reviewers describe as a step backwards after recent UI changes.
Yes. Content Snare is a strong alternative to myprosperity 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, advisory, legal, mortgage, and professional services. The client experience works on any device with no login required.
myprosperity is a whole-of-wealth client portal, combining financial dashboards, bank feeds, and document storage in one platform. Content Snare focuses on the collection side: getting documents and information from clients in a structured, trackable way. Clients get a link, see exactly what's needed, and fill it in at their own pace with auto-save. No login, no app download, mobile-ready, branded to your firm. And Content Snare works across any client-facing workflow, not just wealth management.
Firms that need a reliable, focused way to collect documents and information from clients across tax returns, onboarding, compliance, and ongoing queries. If you want one consistent experience for all of those workflows, and your clients need something simpler than a full wealth portal, Content Snare fits. Also worth evaluating if your current portal isn't getting completed by clients.
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 integrates directly with Xero Practice Manager and is used by hundreds of Australian accounting firms for tax returns, client onboarding, workpapers, SMSF setups, client-to-agent linking, and AML checks. Templates are available for Australian tax workflows, and the platform supports ATO-aligned ID verification through Stripe Identity.
Yes. Some firms use myprosperity for the wealth dashboard and financial tracking side, then use Content Snare for structured document collection and information requests. Content Snare doesn't need to replace your client portal. It plugs into the collection side and works alongside whatever you use for the rest.
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 financial year. Existing myprosperity data stays in myprosperity 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 myprosperity? Contact us for a special deal for switchers.
