The simple, stress-free way to request information from accounting clients

Content Snare makes it dead-simple to collect client information and documents. Use it for client onboarding, month-end checklists or end of year tax.

With all client files in one place, your team can work on actual accounting instead of constantly chasing clients for information.

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Just a lot less stress.

Reduce job turnaround time

Here are a few ways accountants & bookkeepers use Content Snare to save time and impress their clients

Client Onboarding

Gather all the information you need to start the job, without the constant email back-and-forth and messy spreadsheets. Customers report an average 71% reduction in turnaround time.

Queries

Any time you have questions for your client, send them via Content Snare. All of your client's answers and documents will be available in one place.

Compliance and Tax Documentation

Cloud storage and client portals become a dumping ground for documents. They're also difficult for your clients to use. Content Snare provides them with a simple checklist and keeps them accountable.

Forever chasing clients for information? 

We feel you

In accounting, you need a lot of information from clients. But if you request even a few documents, the process can drag out for months.

Clients will send the wrong information, or nothing at all. They'll delay for weeks before sending you everything at once. In the same breath they'll blame you for taking too long.

When you need to request documents every month to keep their books up to date, the requests pile up.

Your team end up spending too much time chasing clients that would be better spent on actual accounting.

Stop chasing information

Make it come to you

Content Snare transforms the way you collect information from your clients - turning a tangled mess into a smooth end-to-end process. 

Intuitive and dead simple to use, it’s your single source of truth. Plan, request and approve documents in one place quickly, simply and accurately. 

Your entire team will be on the same page, knowing what's been provided or approved, and what's still outstanding.

Give your clients mistake-proof instructions, then enjoy liberating freedom from chasing them (while Content Snare gives them a gentle nudge when needed). 

If they submit an incorrect document, request a new one right there in Content Snare without sending yet another email. It's easy for you and easy for your clients.

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Companies across 63 countries use Content Snare to collect over 60,000 items every month

Vander Guerrero,
EventMobi

"We are saving time and money with Content Snare, but it’s more than that. It alleviates the heat, miscommunication and frustration of trying to get the information we need from clients."

Nicole Meloni,
Connected Accounting

“Content Snare has freed up time for accountants who should be doing accounting - not chasing documentation."

Our Plans Include

Unlimited clients / recipients

Create as many clients or recipients as you need.

Unlimited reminders

Set up as many email reminders as you like for each request.

Unlimited questions & upload areas

Requests can include any number of questions or file uploads.

Unlimited templates

Save requests or sections as templates to use again later.

Drag and drop request builder

Set up as many email reminders as you like for each request.

Simple client portal

Your clients get a link where they can access their request at any time from any device.

Approval system

Approve questions or send them back for changes if needed.

Pre-made email templates

Get started quickly without writing your own reminder emails..

Zapier integration

Use Content Snare as part of a greater workflow.

Collect anything, not just documents

No matter what kind of information you need from clients, Content Snare can help - it's not only for documentation. Use it for

  • Client onboarding forms
  • Month-end document checklists
  • End of year tax documentation
  • Bookkeeping queries
  • Or anything that requires client input

You'll find loads of templates in Content Snare ready to go.

Spend time on things that matter

Let Content Snare chase clients for you.

It sends automatic, periodic reminders to your clients to save your team time and sanity.

It creates a central place for all your client documents & information, meaning:

  • You know where to find every piece of information
  • Every little change doesn't add yet another email to the trail
  • Nothing gets lost

Once a document is approved by you, it's locked in to prevent changes. If they uploaded the wrong file or enter the wrong information, simply reject the item and your client will be prompted to come back and correct it.

Once their finished, download all your client information in one click. 

Use templates to save more time

Set up each type of "information request" once and re-use them again and again.

Start with our templates, or create your own for client onboarding, monthly bank statements or end of year documentation.

It only takes a couple of clicks to send them to another client.

Better yet, you can automate the process with our integrations.

 

Simplify client communication

Say goodbye to endless email trails.

If your clients have questions, they can ask right there inside the platform.

This eliminates those neverending email trails full of questions, sporadic attachments and incorrect information.

Try it today

If you're tired of chasing clients for information, give Content Snare a try today.

Click the button below to begin your free 14-day trial.

See how it works
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