Content Snare

How many emails does your team send before a client finally sends their bank statements? Content Snare replaces that email chase with a single structured request where clients upload files and fill in fields at their own pace, built for solo, small, and mid-sized accounting firms. For accountants, it turns the usual thread of "can you send me your P60, last year's accounts, and your bank statements" into one branded link that guides the client through each item one by one.

You build a request using a drag-and-drop editor or a pre-made template. The client receives a branded link, uploads files, fills in form fields, and checks off items at their own pace. Content Snare sends automated reminders by email and SMS on a schedule you set, and stops chasing once everything is complete. Your team can approve or reject individual items, prompting the client to resubmit if something is wrong or missing.

An AI-powered request builder drafts the initial question set from a prompt, which speeds up setup for recurring jobs like year-end packs or onboarding questionnaires. KYC and AML screening is available as a built-in function, useful for firms with anti-money-laundering obligations.

Pricing starts at $35 per month on annual billing. Monthly billing is available at a higher rate. The Basic plan suits solo practitioners; the Plus and Pro tiers cover most small to mid-sized firms. All plans include unlimited clients and unlimited reminders.