Many firms start using Content Snare with one or two processes in mind. As they get more familiar, they discover lots of other ways it can help streamline their operations and enhance client interactions.
To save you the trial and error, below you’ll find some powerful ways accounting firms are using Content Snare.
You may also want to watch Jason Staat’s Content Snare demo. If you’re not familiar with Jason, he has a unique ability to make accounting technology entertaining. His demo of Content Snare will make you laugh and show you how it helps accountants and bookkeepers.
Processes you can use Content Snare for
1. Client Onboarding: Simplify the client intake process by collecting all necessary information upfront and verifying your client’s ID. This enables a smooth transition onto your systems and helps you better understand client needs from day one.
2. Client-to-Agent Linking: Australian accountants include our client-agent linking template in their client onboarding questionnaire.
3. End-of-Year Tax Preparation: Whether it’s for an individual or a corporation, the end-of-year rush demands a plethora of documents. Content Snare helps you organize and retrieve all necessary information to efficiently process tax returns.
4. BAS Reporting & Checklists: For regular quarterly needs like BAS, gathering documents such as bank statements becomes hassle-free.
5. General Queries: Addressing client queries regarding unclear transactions or specific details becomes straightforward with our Smart Request feature. It’s as easy to send a list of queries in Content Snare as it is to send an email – just paste your list of questions into Smart Request and let AI do the rest.
6. SMSF Administration: Manage self-managed super fund (SMSF) administration and auditing with ease, collecting all necessary documents annually.
7. Employee Onboarding: & Training Not limited to external clients, use Content Snare for internal operations such as onboarding new employees. In addition to collecting what you need from employees, you can embed training and videos directly in Content Snare.
8. Payroll Onboarding: Streamline the collection of data required for setting up new employees on payroll on behalf of your clients.
9. Setting Up New Companies or Trusts: Gather all relevant details needed to establish new companies or trusts on behalf of your clients, making sure nothing is missed.
10. Financial and Estate Planning: Extend Content Snare’s functionalities to more specialized areas like financial planning and estate planning.
11. Advisory & Tax Planning: When you need reports or answers to questions prior to advisory meetings, request them with Content Snare.
Any time you need information from clients, Content Snare will help eliminate the back-and-forth to free up your time to work on more important things.