1. [Home](https://www.g2.com/) 2. ... 3. [Client Portal Software](https://www.g2.com/categories/client-portal) 4. [Content Snare Discussions](https://www.g2.com/products/content-snare/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_c27e9430ac051c8e8b72b9a290655afa/content-snare.jpg "Product Avatar Image") ](/products/content-snare/reviews) [ Content Snare ](/products/content-snare/reviews) (54)4.7/5 Content Snare helps accounting firms, mortgage brokers, law firms, and professional services teams collect documents and information from clients without endless email back-and-forth. Customers report a 71% reduction in time spent gathering information, a 67% reduction in stalled projects, and a 23.9× return on investment. Send clients a secure, branded portal with a checklist of exactly what you need. Auto-saving progress means clients can complete the request over multiple sessions; automatic reminders handle the follow-up; in-context approvals and rejections replace the email back-and-forth when something needs correcting. Used by 1,900+ companies across 103 countries to collect tax documents, onboarding information, workpapers, KYC, and ongoing client requests. ISO 27001 certified. Integrates with Xero, Zapier, Make, Google Drive, Dropbox, OneDrive, and SharePoint. Show More * * * ### 88.0 Nps Score Already have Content Snare? ### All Content Snare Discussions Search Most CommentedMost HelpfulCommon QuestionsNewest All DiscussionsDiscussions with CommentsCommon QuestionsDiscussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Common Questions Newest Filter by All Discussions Discussions with Comments Common Questions Discussions without Comments ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • about 3 years ago More Options - [ # What is Content Snare used for? ](/discussions/what-is-content-snare-used-for) What is Content Snare used for? [ Client Onboarding Software ](https://www.g2.com/tags/client-onboarding-software)[ Client Portal Software ](https://www.g2.com/tags/client-portal-software) * * * (true)\<0\>0\>Upvotes (false) * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Content+Snare+questions+and+get+answers+from+expert+users+in+our+Content+Snare+Discussions+section.&title=Content+Snare+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcontent-snare%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Content+Snare+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcontent-snare%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcontent-snare%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Content+Snare+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcontent-snare%2Fdiscuss%0aAsk+Content+Snare+questions+and+get+answers+from+expert+users+in+our+Content+Snare+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Content+Snare+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcontent-snare%2Fdiscuss%0aAsk+Content+Snare+questions+and+get+answers+from+expert+users+in+our+Content+Snare+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ## Start a New Software Discussion Have a software question? Get answers from real users and experts [Start A Discussion](/products/content-snare/discussions/new) * * * ![Product Avatar Image](https://images.g2crowd.com/uploads/product/hd_favicon/80a765517f554259e3600b320644a1de/content-snare.svg "Product Avatar Image") ### Have you used Content Snare before? Answer a few questions to help the Content Snare community [ Yes ](javascript:void(0))[ Yes ](https://www.g2.com/login?context=product_review&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcontent-snare%2Fdiscuss%3Fsmall_ask%3Dcontent-snare) No