Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

If you work in a marketing agency, accounting firm (or pretty much any service business), you know how frustrating it is to get information from clients.

Clients avoid your emails for weeks. When they get back to you it spirals into a 57-email trail full of questions and attachments. Even then, only half your questions will be answered and it's not clear which items are still outstanding.

It's a big mess and a colossal waste of time.

That's why we built Content Snare.

It makes gathering info from your clients fast and easy.

Think of it like sending a checklist, where your client can answer questions and upload images all in one place.

If they don’t finish everything in one go, it will send automatic reminders to make sure you get what you need fast.

It’s kind of like hiring a new personal assistant that does all the chasing for you, except you don’t have to pay another salary.

It allows you to get back to higher value work, and at the same time makes the process easy for your clients.

On average, our customers spend 71% less time gathering and chasing content than they did before finding Content Snare.

If you're an:

➡ Accounting firm -> Try Content Snare for client onboarding, monthly queries or end of year documentation.
➡ Digital Agency -> Use it to collect website content, images and copy.
➡ Finance or Insurance broker -> Ask your clients to upload all the documentation you need.

If you're not one of these, don't stress. All kinds of companies use Content Snare, including non-profits, real estate, insurance and many more.

Here's why people love Content Snare

✅ The process is *extremely* easy for your clients
✅ All your client info can be accessed in one secure location
✅ Content Snare fits right into your existing workflow

Check out contentsnare.com or DM me with any questions

Direct download: 2022-04-07_James_Rose_FINAL.m4a
Category:Accounting,accountant,CPA -- posted at: 5:00am EST

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