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.
Top firms reduce their email load by a staggering 50% with Content Snare. Here are a few ways accountants & bookkeepers use Content Snare to save time and impress their clients
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.
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.
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.
Verify your client's ID to stay compliant with ATO rules.
Content Snare walks your clients through the process of connecting with your firm. Our built-in templates have helped clients complete the process in as little as 20 minutes.
Import clients from XPM. Push client data and files into FYI, SuiteFiles, OneDrive, Sharepoint, Dropbox and Google Drive. Integrate with 5000+ apps through Zapier.
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.
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.
"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."
“Content Snare has freed up time for accountants who should be doing accounting - not chasing documentation."
Create as many clients or recipients as you need.
Set up as many email reminders as you like for each request.
Requests can include any number of questions or file uploads.
Save requests or sections as templates to use again later.
Set up as many email reminders as you like for each request.
Your clients get a link where they can access their request at any time from any device.
Approve questions or send them back for changes if needed.
Get started quickly without writing your own reminder emails..
Use Content Snare as part of a greater workflow.
No matter what kind of information you need from clients, Content Snare can help - it's not only for documentation. Use it for
You'll find loads of templates in Content Snare ready to go.
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:
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.
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.
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.
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.
