Summary
Content Snare helps accounting firms, law firms, mortgage brokers and other professional services businesses collect documents and information from clients without the back-and-forth. Instead of chasing clients through email, spreadsheets and shared folders, firms send structured requests through a secure, branded client portal where clients can upload files and answer questions at their own pace. Auto-saving means clients never lose progress, and automated reminders mean staff never have to manually follow up.
Features
- Auto-saving portal – Clients can complete requests across multiple sessions without losing progress
- Automated reminders – Reminder sequences that eliminate manual follow-up entirely
- Request builder – Drag-and-drop builder with conditional logic, file validation and word/character limits
- Inline approval and rejection – Staff can request corrections without leaving the platform
- Progress tracking – Dashboard showing what’s outstanding across all clients at a glance
- In-app communication – Threaded, contextual questions replacing email chains
- Reusable templates – Pre-built workflows for tax returns, onboarding, compliance and more
- ID verification and AML screening – Built-in identity checks and AML screening
- Enterprise-grade security – ISO 27001 certified with encryption in transit and at rest, role-based access controls and audit trails
Client
Name: Content Snare / Aktura Technology
Industry: Web Software
Location: Brisbane, Australia
Size: 20 staff
Details
Content Snare started as a solution to our own agency problem: getting website content from clients.
After interviewing 15-20 web designers, we found nearly all described it as their biggest workflow bottleneck. The first version launched mid-2017 for agencies, but in 2021 we discovered the strongest product-market fit was with accounting firms, where the same problem exists at far higher volume. A single firm might need documents from 300-1,000 clients every year.
Today Content Snare is used by 1,700+ firms across 103 countries. Those companies collect over 500,000 items and send 350,000+ automated reminders per month. Customers report 71% less time gathering information and a 23.9x return on investment.
Feedback
I’ve spent so much time at large accounting firms. We’ve done brainstorming sessions for hours with hundreds of people in the room about what our worst thing is, and it’s always onboarding and collecting information from clients. Content Snare has made that easy. It’s a simple questionnaire that clients go through, and you can put parameters on it so you don’t get the wrong information. In all my years in the industry, there are a few pieces of software where I’ve thought, this will really change what we do. Content Snare is one of them.
Screenshots
Technology
- Ruby on Rails
- Angular 2
- PostgreSQL
- AWS
- AES-256 encryption at rest
- TLS 1.2+ in transit
- Per-company encryption keys
- Stripe Identity for ID verification
- ISO 27001 certified infrastructure
Challenges
- Building a client-facing experience simple enough for non-technical users while powerful enough for complex multi-step workflows
- Scaling automated reminders to 350,000+ emails per month with high deliverability
- Meeting enterprise security requirements (ISO 27001 certification) while keeping the product accessible to small firms
- Pivoting primary market from web design agencies to accounting and professional services without alienating existing customers