Content Snare is a document collection platform built for accounting firms, mortgage brokers, law firms, and professional services teams who need to collect information and files from clients without chasing them by email.

Send clients a branded portal with a checklist of what you need. Auto-saving progress means they can come back over days or weeks. Automatic reminders handle the follow-up. Inline approvals and "request a correction" replace the 20-email back-and-forth. Your team sees exactly what's outstanding across every active request.

1,900+ firms in 103 countries use Content Snare to collect tax documents, onboarding info, workpapers, KYC, and ongoing requests. ISO 27001 certified. Customer survey: 71% time saving, 23.9× ROI.

Integrates with Xero, Zapier, Make, Google Drive, Dropbox, OneDrive, SharePoint.

CodeHerald provides a new way to keep track of your code review queue, grouped by your next action needed.

When would you use CodeHerald?

• You work in a team that does code reviews.
• Your team receives ad-hoc code review requests via multiple channels: DMs, emails, bookmarks of filtered lists.
• Your team sometimes loses track of small pull requests, delaying them days.
• Your team find ad-hoc code review requests distracting, but cannot put a finger on why.
• Your team tried different strategies to improve code review process, and none of them felt right.

If any of the above is true, CodeHerald will help you.

What can CodeHerald do for you?

CodeHerald groups pull requests by next action: must review, needs an update, can be merged. It allows you to replace slack, emails, filters, and browser bookmarks with one single page that you can open at a glance and decide which PR to tackle next.