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...
Cost / License
- Subscription
- Proprietary
Platforms
- Online
Features
- No registration required
- Reminders
- Email reminder
- Client Portal
- Content Management
- Secure File Sharing
- Large File Transfer
- Form Builder
- Workflow Automation
Content Snare News & Activities
Recent activities
jimmyrose added Content Snare as alternative to Clustdoc- jimmyrose updated Content Snare
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jamesmc added Content Snare as alternative to Key&Box
CaffeinatedTech added Content Snare as alternative to Sharp Files
SoftwareReviewerGuy22354 added Content Snare as alternative to Paper Flow
Content Snare information
Developed by
Content Snare Licensing
Proprietary and Commercial product.Pricing
Subscription ranging between $35 and $3000 per month.Alternatives
12 alternatives listedSupported Languages
- English
What is 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.
Comments and Reviews
Good price with good support services.