Stop chasing clients for information & make it come to you. Content Snare helps digital agencies, accountants & more cut their time spent gathering info by 71%
@jonrgibson My favorite at the moment for this is @contentsnare
In the past I would've said Typeform - but the problem is with Typeform you generally have to complete it within one sitting (unless you break it into several forms, which is clunky)
ContentSnare saves your progress
👋 Join us in a webinar with @contentsnare next week!
We'll be giving a live demo of how you can power up your client onboarding process, from the moment a future client books in their first meeting to the accepted engagement and workflow piece.
➡️ https://t.co/fdCxzkQ0l7
Our @make_hq integration is live!
This integration opens up a LOT of flexibility to integrate Content Snare into your existing workflows.
Just search for Content Snare when you’re adding an automation step in Make.
Long time between tweets but this is a really nice process to manage the nightmare of client-agent linking for new clients. Props to @contentsnare for this. Watch the 2 min video in the article:
https://t.co/dcYeehV4lu
Xero has released a report about the best-in-class apps used by accounting practices. In it, you'll find a ton of apps that help streamline your processes and deliver an amazing service to your clients.
We made it into the client onboarding category!
https://t.co/toH8pOvVY3
💥 ONLY 5 DAYS LEFT until this month's SPEED DATING WITH CLARITY!
👉We'll be joined by James Rose, Director of @contentsnare.
We'll also get a speedy spotlight from: @askaider, @FinlertApps, @LightYearDocs, @AnnatureAU.
Register for the session here: https://t.co/6di6SFFnKk
Ever stopped to wonder how your firm's individual tax return (ITR) process could be easier? 🤔
@contentsnare has some sound advice on how tech can make the whole ITR process a lot less of a headache.
https://t.co/Idlo8BwKWD
#accounting#bookkeeping#ITRs#taxreturns#tax
I've been using @contentsnare for about a year or two now in my company @bearcityimpact.
I just tried their AI feature, where you can type in what kind of intake you need and it makes the form. The results were impressive.
Also, I love the illustration :)
@_jimmyrose
We found @contentsnare at #Xerocon today, visit their stand to access an early release of their article in Issue 36 - ‘Why accountants struggle to turnaround individual tax returns (ITRs) on time’
Snare AI is here 🪄
You can paste in a list of questions or type a prompt, and it will create an entire request/form in seconds.
Go to Smart Request under the Add New dropdown.
More info in the next tweet
🎉 The legendary #Xerocon Community Precon 2023 is back! Join us for an appetiser of Apps with a twist of Thought Leadership 🥳
Register here :
https://t.co/LknKvxTVpd
#TaxTwitter@Xero
Welcome to the @Xero App Store, @contentsnare!
The simple way to onboard clients, collect documents & get answers! Similar to a client portal, Content Snare is like a checklist for your clients with automatic reminders.
DETAILS👉👉👉: https://t.co/6KtN4QaUnD
Struggling through busy season? (only 8 days to go for the Aussies!)
Here's some advice on how to get through it, featuring some of our favorite accountants
https://t.co/Qi0E1PKEOZ