Content Snare is the smart, stress-free way to onboard new clients.
Collect everything you need from clients in one simple, secure onboarding portal.
Automatic reminders keep clients accountable and let you work on more important things than chasing clients.
Onboarding new clients means you need information from them. Whether you're asking them to fill out a form or send over documents, it's like pulling teeth.
You can send a client onboarding checklist over via email, but you'll end up chasing them for weeks (or months). When you finally get some information back it'll be across 57 emails, and half of it won't even be the right stuff.
Navigating this process drains your productivity, makes your job harder, and is no one’s idea of a good time.
I'd seen firsthand how long onboarding could take at large accounting firms. Multiple emails back and forth, PDF forms that never came back properly filled out. It could take weeks and cost hundreds in wasted time. With Content Snare, it takes 15 minutes to send the information to the client and about half an hour overall to onboard them.
It's dropped our onboarding time down by about 90%. The best compliment I can give is we received feedback from some clients on how easy and professional our onboarding process was because it was Content Snare
Content Snare is client onboarding software that helps you collect everything you need from new clients, in one secure place. It turns a tangled mess into a smooth process for both you and your clients.
Client onboarding is a document and information collection problem, and Content Snare is purpose-built for it. Send clients a single branded portal where they complete an onboarding checklist on their own time. Automatic reminders keep them accountable and nudge them before the due date.
When they're done, you have everything from all your clients in one place. Clients never wonder what you need from them. Your team always knows the status of the process. Customers report a 71% reduction in time spent chasing clients.
Collect engagement letters, tax organizers, entity details, prior year tax returns, and identity documents for new clients.
Collect income verification, bank statements, identification, and property documentation.
Gather intake forms, identification, case-relevant documents, and signed engagement letters.
Onboard new clients with bank statements, chart of accounts, and software access.
Request brand guidelines, content, login credentials, and project requirements.
"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."
Think of it like a client onboarding portal where you can request any kind of information or task from your clients. Anything they type in or save is immediately saved. That ensures nothing gets lost and everyone knows the status of the onboarding process.
Ask clients to:
It's dead simple for them to use so you'll get what you need faster and keep clients happy at the same time.
Constantly chasing clients is a productivity killer.
Content Snare sends automatic, periodic reminders to your clients to save you time, and to keep them accountable.
If they make a mistake or upload the wrong thing, simply reject the item and your client will be prompted to come back and correct it.
Once they're finished, download all your client info in one click, or send it to other systems with our integrations.
If your clients go through the same onboarding, save your onboarding checklist request as a template.
From then on, reuse that template with each new client. It will take less than a minute to set up.
Content Snare has loads of templates ready to go, to help you get set up in record time.
If you're tired of chasing clients for information, try our client onboarding software.
Start your free 14-day trial by clicking below.
Content Snare is client onboarding software used by 1,900+ firms to collect the documents, forms, and information they need from new clients. Clients get a secure, branded portal where they upload files, answer questions, and complete tasks at their own pace. No login required. Everything auto-saves, automatic reminders keep them on track, and you can see exactly what's outstanding at a glance. It comes with 110+ pre-built onboarding templates for accounting, legal, mortgage, and agency work.
Set up a Content Snare request with everything you need, send the link, and let automatic reminders do the follow-up. Clients get reminder emails on a schedule you control until they complete each item. If they upload the wrong thing, you reject the item and they get prompted to correct it, without you sending another email. Customers report a 71% reduction in time spent chasing clients.
Yes. Content Snare integrates directly with Xero Practice Manager, FYI, and SuiteFiles for accounting firms, and syncs to Google Drive, Dropbox, OneDrive, and SharePoint for file storage. Zapier and Make connect it to 6,000+ other apps including HubSpot, Pipedrive, and most CRMs. Webhooks and a REST API are available for custom integrations.
Yes. Content Snare works on any device with a browser. Clients can answer questions, upload documents from their phone's camera or files app, and save their progress as they go. Since there's no account to create, they just tap the link and start. Auto-save means they can pause, switch devices, and pick up where they left off on a laptop later.
Typeform and Jotform are designed for short, single-session forms. Client onboarding typically takes days or weeks because clients need to find documents, check with partners, or wait on third parties. Content Snare is built for that. Auto-save preserves progress on every keystroke, automatic reminders bring clients back, and in-app discussions let them ask questions without starting an email thread. You can also reject incorrect items and have them corrected inline, instead of sending more emails.
Yes. Content Snare is ISO 27001 certified, with encryption in transit and at rest, unique encryption keys per company, role-based access controls, and infrastructure hosted on AWS. Sensitive client data stays out of email, and you control who on your team can see what. It's used by firms handling tax returns, legal intake, and mortgage applications.
Yes. Content Snare supports basic document signing via integration, so engagement letters and similar agreements can be signed inside your Content Snare request. For more complex proposal and engagement letter workflows, Content Snare works well alongside dedicated tools like Ignition, DocuSign, and PandaDoc. The core job of Content Snare is the collection step: documents, forms, organizers, and information clients need to send back.
Yes. Content Snare is purpose-built for document and information collection, not a practice management platform, so it works alongside tools like Karbon, TaxDome, and Clio rather than replacing them. Many customers run Content Snare alongside their practice management system specifically because they value the more professional client experience, and consistently see better response rates on requests. Collected information and files can be pushed into your practice management system via Zapier, Make, webhooks, or the API.
Most firms build their first onboarding template in under an hour using the drag-and-drop builder, the AI request builder that turns a plain description of what you need into a ready-to-edit request, and 110+ pre-built templates. Non-technical team members set up templates on their own without help. Once a template exists, adding a new client takes under a minute.
