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.

Klient PSA is a comprehensive Professional Services Automation (PSA) solution built 100% natively on Salesforce. Primarily designed for consulting firms and SaaS businesses, it helps teams structure their work, optimize resource utilization, improve collaboration, and accelerate revenue, all from a single source of truth. Key capabilities include: * Project Management: Deliver projects on time and on budget with customizable templates, Kanban boards, Gantt charts, and task grids. * Resource Planning: Allocate resources based on skills, availability, and priority. Maximizing team productivity. * Time & Expense Tracking: Enable your team to easily log time and expenses while ensuring accurate billing and forecasting. * Billing & Financials: Automate pre-invoicing, invoice generation, and revenue recognition to accelerate cash flow. * Customer Collaboration: Keep customers engaged and aligned with real-time updates, shared documents, and approval workflows through the customer portal. *AI Agents: Humans lead. Agents deliver the scope, the brief, and the hours. *MCP: Connect your AI to Klient PSA - safely.

Built by consultants, for consultants, Klient PSA centralizes every step of the project lifecycle: estimation, planning, delivery, time tracking, billing, and reporting. It enables operations teams to shift from disconnected tools and manual processes to a single, cohesive platform, designed to grow with your business. Trusted by Salesforce partners, fast-scaling SaaS firms, and global consultancies, Klient PSA is more than software, it’s a modern operational backbone designed to help your team deliver value, every time.