Content Snare

Content Snare is secure client onboarding and document collection software. It's used by accounting firms, bookkeepers, marketing agencies, law firms, mortgage brokers and more to gather tax documents, BAS, year-end workpapers, AML/KYC info, client briefs, and loan documents, all in one place.

How it works: build a request like a checklist of questions and uploads. Send a client a single link. They open a secure, branded client portal (no account, no password) and answer on their own time. Forms auto-save. Automatic reminders go out on the schedule you set, so you're not the one chasing.

Key features include conditional logic, request templates, the ability to add screenshots, videos and GIFs to questions, granular approval (review and request revisions per answer, not the whole thing), and integrations with cloud storage platforms and CRMs.

ISO 27001 certified for handling sensitive client data.

On average, customers spend 71% less time gathering and chasing information than before using Content Snare.