Content Snare is unclaimed —

Content Snare

The easy, secure way to get info from clients, without the back and forth.·contentsnare.com

Content Snare is a secure client portal and document collection platform that helps professional services firms gather documents, files, and information from clients without endless email back-and-forth. Clients access requests via a secure link, upload files, and answer questions with auto-save and no account required. The platform provides automated reminders, an item-level approval/rejection workflow, reusable templates, and integrations with tools like Zapier, Google Drive, and Xero Practice Manager. It also offers an AI-powered request builder, digital ID verification, and KYC/AML screening for client onboarding.

What it's for

Client onboarding document and information collectionTax return document requests and compliance documentation for accounting firmsCase file and immigration document collection for law firmsLoan documentation collection for mortgage brokersWebsite content and brand asset collection for digital agenciesClient questionnaires and intake forms

Features 18

110+ pre-built templates
AI-powered request builder (generates requests from a prompt, list, or PDF)
Auto-save on every keystroke
Automated email and SMS reminders
Confidential fields for sensitive data (e.g. TFN, TIN, SSN)
Custom branding and white-labelling
Dashboard with folders, filtering, table view, and Kanban view
Data export to cloud storage (Google Drive, Dropbox, OneDrive)
Digital ID verification
Drag and drop request builder
Full REST API with documentation
In-app discussions/comments on requests
Item-level approval and rejection with comments
KYC & AML screening
Multi-language support (automatic request translation)
Secure encrypted file uploads (no email attachments)
Two-factor authentication (2FA)
Two-way client portal (collect and share files back to clients)

At a glance

free trialAPI

TypeWeb app

DeploymentCloud

PlatformsWeb

Fordigital agencies, accountants, lawyers, mortgage brokers, professional services firms

CompanyAktura Technology Pty Ltd · 2017

Integrations

Xero Practice ManagerFYI DocsKarbonGoogle DriveOneDriveDropboxZapierMake

Complianceself-reported

ISO 27001GDPR

Resources

Docs

Pricing

All prices stated in USD. Custom plan pricing ($215+/mo annual, $258+/mo monthly) is a starting point for 200+ requests and is tailored per firm. 14-day free trial available with no credit card required. Australian customers are charged GST.

Basic$42/mo

For solo practitioners and small teams.

20 Active Requests, 2 Users, 20GB Storage, 40 SMS/month

Plus$85/mo

For growing teams ready to standardise. Includes 1 free migration limited to 40 questions and a personalised onboarding call.

50 Active Requests, 5 Users, 50GB Storage, 100 SMS/month

Pro$143/mo

For busy firms with high volume. Includes 2 free migrations.

100 Active Requests, 10 Users, 100GB Storage, 200 SMS/month

Custom$258/mo

Tailored to a firm's unique needs; the listed price is a starting point ('+') and actual cost is customized. For custom plans over $2000/year, invoicing via bank transfer (USD or AUD) is available.

200+ Active Requests, 20+ Users, 200GB+ Storage, 400+ SMS/month

Discounts available for nonprofits on request via chat or contact.