Content & Document Collection
Effortlessly Solved
One place for client content, documents and onboarding
No one likes constantly chasing clients, deciphering manuscript-length email chains, and tracking down lost attachments.
Content Snare helps you gather information from clients faster than you thought possible. Your team reclaims hours of their life, and your clients love you for making things easy.
Curious what your clients would see?
Experience a real Content Snare request from the client's perspective. Auto-saving, clear instructions, no login required. Takes under 2 minutes.
Request Builder
Build client questionnaires in seconds, not hours
Use the drag and drop builder to create a request, or let AI do it for you.
Describe what you need or upload an existing form, and Content Snare's AI generates a complete set of questions, organized into sections, with the right field types already chosen. Review it, tweak anything you need, and send.
You can also start from one of 110+ ready-made templates.
Single Source of Truth
Everything in one place
Collecting content with a hacked-together system of email, documents and shared folders turns into chaos.
Content Snare keeps everyone on the same page. At a glance, you’ll know what has been provided, what is outstanding and which version of every document is the latest.
Total Simplicity
Clients love using it (really)
The number one thing we hear from customers: their clients love it.
People who refused to use other tools, ignored shared folders, and let emails pile up finish Content Snare requests without being asked twice.
No login. No app to install. Works on any device. Everything auto-saves, so clients come back and pick up where they left off.
Automatic Reminders
Forget the constant nagging
Hassling people to send info can be awkward. But without reminders, you’ll never get what you need.
Keep your requests top of mind with automatic reminders. The built-in email templates get you started quickly, or you can define your own emails & schedules. Gently nudge people while keeping relationships intact.
Discussions
Answer questions without email
Allow clients to ask questions when they get stuck. Provide direction right there next to the section they are struggling with, without the need to start another email thread for every question.
This helps you create a much better experience for your clients and identify questions that your clients struggle with, so you can improve your process in the future.
Security
Protect your clients' data
Content Snare is ISO 27001 certified, independently audited by accredited third-party specialists.
Military-grade encryption in transit and at rest, with a unique encryption key per firm. Access is controlled through firewalls, intrusion protection, network isolation, and role-based access controls. Multi-factor authentication keeps your account secure. Sensitive documents stay out of email entirely.
Learn how we keep data secure here.
Content Snare removes chasing content and documents from your to-do list, freeing up your time, energy and headspace to focus on getting your job done, growing your business or, simply, just enjoying more spare time back in your day.
Approval Process
Keep change requests out of email
Reduce your email workload even more by approving items or requesting changes right inside the platform.
Include a comment when you request changes so your client knows what needs to be done. That’s another couple of emails saved.
Approved items are locked in to prevent unexpected modifications.
Request Templates
Save time by reusing your work
Every request you send makes your job easier next time.
Save any component for future reuse - sections, pages or entire requests.
The next time you send a request, restore the template and send it off with a few clicks. Then sit back as the info rolls in.
Integrations
Send everything where it needs to go
Content Snare integrates directly with Xero Practice Manager, FYI, and SuiteFiles, and connects to OneDrive, SharePoint, Dropbox, and Google Drive for automatic file storage.
Use Zapier or Make to connect to 5,000+ other apps, trigger automatic requests from external systems, or push completed data wherever you need it.
KYC & AML Screening
Identity verification and compliance checks, built in
Your clients fill in their details, upload an ID, and take a selfie. Content Snare verifies their identity and screens them against sanctions, PEP, and adverse media databases. All as part of the same workflow you already use to collect information, not a separate system.
Pre-built compliance templates for individuals, companies, trusts, and partnerships are ready to go.
Client Portal
Share files securely with your clients
Send files back to clients securely through their portal, whether it's tax returns, financial statements, engagement letters, or reports.
Clients get a notification with a secure link to access them anytime, from any device. No attachments in email. No risk of forwarding to the wrong person.
Files stay in the portal permanently, so when a client needs last year's tax return, they know exactly where to look.
Exports
Get data out in one neat package
Download each request as a single package with all your clients' answers and files.
Files can be automatically renamed and sorted into folders based on where they were uploaded. Answers can be exported to MS Word, PDF, CSV and more.
Submission Rules
Get the right information, the first time
Set rules on text length, file size, image dimensions, and accepted file types. Content Snare checks submissions against your rules before they reach you, so you stop chasing clients for correctly formatted files.
Team Members
Your whole firm, on the same page
Invite your team to create requests, approve submissions, and monitor due dates. Role-based permissions control what each person can see and do.
Everyone sees what's been asked and received, so clients never get the same question from two different staff members.
Localized
Ready for multiple languages, timezones and locales
If you're working with non-English speaking clients, Content Snare is available in English, German, Spanish and French.
You have individual control of locale for each team member and client. This includes timezone, date format and default phone country code.
Kanban View
Create your own custom workflows
Create your own workflows so that you always know what stage each project is in.
If your content goes through different levels of approval, create columns for each stage. Then simply move requests through as they are approved.
You can create whatever columns you like. These could represent stages in a workflow, or even just groups of requests. Then you can see them all on one page in the Kanban view.
Jarrod Robinson,
The App Match
"Since moving to Content Snare, we’ve got this completely seamless process and clients comment about how easy it was for them to get the information to us"
Start collecting
content & documents
Start your free trial today.
Frequently Asked Questions
What is Content Snare?
Content Snare is a secure client portal that helps businesses collect documents, files, and information from clients. Instead of chasing people by email, you send them a link to a portal where they upload what you need, answer questions, and complete tasks at their own pace. Everything auto-saves, and automatic reminders keep clients on track.
Who uses Content Snare?
Over 1,900+ companies in 103 countries use Content Snare, including accounting firms, law firms, mortgage brokers, digital agencies, and professional services companies. See customer stories from firms using it across onboarding, tax returns, workpapers, and ongoing compliance.
How do I use Content Snare to collect documents from clients?
Build a request listing the documents and information you need, send a link to your client, and Content Snare handles the rest. Clients upload files, answer questions, and complete tasks in their own time. Automatic reminders follow up if they stall. Learn more about document collection.
Can I use Content Snare for client onboarding?
Yes. Client onboarding is one of the most common use cases. Pre-built onboarding templates for accounting firms, law firms, agencies, and other professional services are ready to use. Learn more about client onboarding.
Does Content Snare work for ongoing client queries?
Yes. Accountants and bookkeepers use Content Snare for ongoing queries throughout the year, not just onboarding. Send a quick request whenever you need a document or clarification, without digging through email threads. Every request is tracked in one place.
Is Content Snare secure?
Yes. Content Snare is ISO 27001 certified with military-grade encryption, unique encryption keys per company, role-based access controls, and infrastructure hosted on AWS. Sensitive documents stay out of email entirely. Read our full security overview.
Do clients need to create an account?
No. Clients access their portal via a secure link. They can upload documents, answer questions, and complete tasks without creating an account or installing anything. Everything auto-saves.
Can I use Content Snare to send files to clients?
Yes. You can upload files to your client's portal and they receive a secure link to access them. Tax returns, financial statements, reports, anything you'd normally email as an attachment.
Does Content Snare include identity verification?
Yes. Content Snare includes built-in KYC and AML screening. Clients upload an ID and take a selfie, and Content Snare verifies their identity and screens against sanctions, PEP, and adverse media databases.