Content Snare is how firms collect documents and information from clients without the back and forth. It's an alternative to Suralink built for the whole firm, not just audit.
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 from their phone, tablet, or desktop. 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 an audit PBC request, a tax return checklist, an onboarding questionnaire, a workpaper list, or an internal process in the same platform.
That flexibility is how firms get maximum value out of Content Snare. What starts as an audit document collection tool becomes the system for onboarding, ITRs, entity setups, AML checks, quarterly queries, and internal workflows beyond audit. One subscription, used firm-wide, delivering an average 23.9x ROI.
What we hear from firms that switch is consistent. The previous tool worked fine for the engagement team. It fell apart at the client side. 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 say the client experience changes first. Clients who refused to engage with the old tool complete 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 PBC collection tool becomes how the firm runs onboarding, workpapers, queries, and AML checks.
"Since adopting Content Snare, we've reduced the time from taking a customer on to being audit-ready by a good 30%. Our customer service officers are not nearly as stressed at the end of the week as they were before."
Content Snare fits audit firms and accounting practices. Bookkeepers too. The common thread is firms that collect a lot of documents from clients across multiple engagement types every year, where chasing is the biggest drag on the business.
Inside those firms, one Content Snare subscription runs PBC lists for audit, individual tax returns, entity tax returns, workpaper requests, client onboarding, SMSF and trust setups, AML and ID verification, client-to-agent linking (AU), and monthly or quarterly bookkeeping queries. Same platform, different templates, consistent client experience across every 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 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.
Suralink is a PBC (provided-by-client) management platform built specifically for audit engagements. Its strength is in audit workpaper preparation and request list management, and it's most popular with mid-market and top-100 US CPA firms running heavy audit workloads.
If audit is your firm's whole business and you want depth in audit-specific workflows over breadth across the firm, Suralink is worth evaluating.
On G2 and Capterra, reviewers praise Suralink for being easy for clients to pick up with no training, plus real-time PBC status tracking and drag-and-drop request lists. Common complaints: site outages in busy season, session timeouts and 2FA friction, difficulty reordering requests within a section, and a permission model that didn't meet needs.
Yes. Content Snare is a strong alternative to Suralink for any firm collecting 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 audit, accounting, legal, mortgage, and professional services. The client experience works on any device with no login required.
Suralink is built for audit. Around 85 percent of its customers are audit and assurance teams, and its depth is in PBC lists and workpaper prep. Content Snare is built for the whole firm: audit, tax, onboarding, entity setups, AML, and quarterly queries in one platform. The client experience is the other big difference: no login, auto-save, mobile-ready, and branded to your firm.
Firms that collect documents and information from clients across more than just audit. If you run onboarding, tax returns, workpapers, and ongoing queries and you want one consistent branded experience across all of them, Content Snare fits. Same if your clients want something they can finish on their phone without a login or training. Works across audit, accounting, legal, and mortgage.
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.
Depends on your firm. Suralink is built for audit and has deep module-based workflows that suit top-100 US CPA firms. Content Snare takes a broader approach: one platform for audit collection, onboarding, workpapers, queries, and entity setups. If audit is your whole business, Suralink's depth is worth weighing. If audit is one of several things you do, Content Snare is usually the simpler stack.
Yes. Content Snare is built for mobile from the client side up. Clients get a secure link, open it on their phone, tablet, or desktop, and fill in answers or upload files straight from the device. No app to install. No login to remember. Everything auto-saves as they go, so a client can start a request on the bus and finish it on their laptop later.
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 or audit cycle. Existing Suralink data stays in Suralink 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 Suralink? Contact us for a special deal for switchers.
