All In Advisory switched from cumbersome emails to Content Snare to solve multiple process inefficiencies while preserving their distinctive brand voice.
Before discovering Content Snare, All In Advisory relied on an ad-hoc system for onboarding new accounting clients and preparing tax returns. Fast forward to today, and Content Snare has become the company’s standardized onboarding tool and an integral part of how it provides many more of its services.
All In Advisory is a multi-award-winning accounting firm that offers accounting, tax, bookkeeping, and advisory services to its clients. We spoke with Allie Garrett, Founder of All In Advisory to find out more about the firm’s experience integrating Content Snare into its processes.
For years, the All In Advisory team collected information from clients through cumbersome back-and-forth emails. Figuring out which team member had been in touch with a client last was a task in itself. It was tough to pin down up-to-date information, especially if a team member didn’t save it in the right location.
Collaborating over email was even cumbersome for the clients too, who were likely to miss emails or run into file size limitations when it came to uploading attachments. All in Advisory turned to Microsoft Forms to streamline the collection of data but ran into trouble when discovering that the free platform didn’t support document uploads.
“I knew it was one of those leakage moments where productivity and efficiency were kind of going out the door. I really just wanted to find a product that would pick it all up in a one-stop-shop.”
What impressed All In Advisory about Content Snare was how flexible the tool was when it came to branding outgoing forms, checklists, and request emails, even allowing for the addition of fun GIFs that represented All In Advisory’s quirky brand. This makes the tool feel more like an extension of All In Advisory’s service.
“I wanted something that really represented us and so when I started using Content Snare, I was absolutely blown away by how customizable it was.”
The team was also a big fan of Content Snare’s collaboration features that allow accountants to respond to client questions directly in the forms themselves. Moreover, the team finds Content Snare’s accept/reject feature particularly handy, allowing the team to notify clients if they’ve submitted the wrong information.
“Content Snare far exceeded my expectations. It was once I got into the product and understood what it was able to do that I was like ‘Oh wow, I hadn't even thought that I could do that!’”
Last but not least, Content Snare impressed the All In Advisory team by providing secure fields for sensitive information like tax file numbers and integrating well with other programs the firm uses, like FYI.
Once they integrated Content Snare, not only did they find peace in their rigorous client onboarding process, but they also discovered numerous other pain points they could resolve.
Once the team created its first checklist to onboard a client, they realized how easy it was to use, how simple it was to use, and how they could use it to start building out processes and workflows they’d never considered before.
“I thought it would resolve one pain point. I didn't realize it would resolve so many. If I'd realized earlier how many it would've resolved, I would've used it a whole lot sooner!”
Content Snare has brought coherence and structure to the firm’s processes, reducing email traffic and giving us a single repository for all necessary client data. The days of back-and-forth email threads are long gone. When preparing income tax returns, Content Snare ensures the team gets precisely what it needs in the correct format. This allows the firm to delegate tasks to more junior team members, thereby optimizing the use of senior team members’ skills and expertise. Content Snare helps demystify collected data so that it can easily be understood by junior team members or brand-new team members.
On the client side, the firm now rests assured that its clients also have a better experience when completing their forms with Content Snare’s progress saving, automatic client reminders, and barrier-free access to the tool.
“If somebody asked me if they should try Content Snare, I'd say Absolutely 100% and you should have started using it yesterday. It absolutely resolves a pain point in your business and one that you may not even recognize!”
The smart way to collect content and documents
Allie’s story is a testament to the power of embracing modern technology in traditional fields like accounting. Content Snare helped All In Advisory maintain its branding, break free from inefficient email threads and centralize information for improved productivity. For other firms facing similar challenges, Allie’s experience is a compelling example of how adopting the right tool can resolve several pain points.
Ready to give your processes a complete re-work?
Give Content Snare a go today with your free trial.
Ready to start saving time and turn content collection chaos into organized bliss?
Give Content Snare a try today with your free trial.
