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James Sundin's approach to sales (without being salesy)
June 8, 2026
- by Drazen Vujovic
Learn how James Sundin helps accountants win better clients through positioning, trust, and client-focused marketing.
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Why training in accounting firms breaks down (and how to fix it)
April 30, 2026
- by Drazen Vujovic
Rob Pillans explains why most accounting firms underinvest in non-technical training, and what it takes to build stronger managers and more capable teams.
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Preparing for Tranche 2: Automating KYC/AML checks with Content Snare
April 17, 2026
- by Drazen Vujovic
Learn how accounting firms can prepare for Tranche 2 by automating KYC checks, identity verification, and AML screening with Content Snare.
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How Content Snare helps with Tranche 2 AML requirements
April 15, 2026
- by James Rose
If you're impacted by the upcoming Tranche 2 AML changes, here's what we've built to help. Content Snare's AML Features Improved ID verification We've rebuilt our ID verification, which is a big step up on how the previous feature worked. Document verification checks that the client's ID is genuine, scanning for tampering or forgery across …
Jacqui Trumper on networking as an introvert and building a firm her way
April 14, 2026
- by Drazen Vujovic
How Jacqui Trumper built an efficient accounting firm using the right tech and networking, even as an introvert.
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How to set up AML screening for your firm
April 8, 2026
- by Drazen Vujovic
A clear guide on AML screening for accountants, from client checks to ongoing monitoring, with a simple setup you can use right away.
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How to run PEP and sanctions checks with Content Snare
April 6, 2026
- by Drazen Vujovic
A practical guide for accounting firms on running PEP and sanctions checks during client onboarding using Content Snare.
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Amy Holdsworth explains how firms should free accountants from admin work
March 25, 2026
- by Drazen Vujovic
Amy Holdsworth of Clarity Street shares insights on how accounting firms can improve efficiency by shifting admin work away from accountants and strengthening internal processes.
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Designing an accounting firm you don’t need a vacation from
March 10, 2026
- by James Rose
Learn how Meryl Johnston stepped back from daily accounting operations to secure long-term lifestyle flexibility.
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Building culture by design: Lessons from Taryn Holman of Seamless SMSF
February 16, 2026
- by Drazen Vujovic
Learn how Seamless SMSF builds culture intentionally through hiring for fit and everyday habits that strengthen trust across the team.
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Client satisfaction questionnaire: 19 questions to turn feedback into better service
February 9, 2026
- by Paulyn
Chasing client feedback shouldn’t be time consuming. Read this post to learn how to make an efficient client satisfaction questionnaire and gather honest insights.
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Creating a memorable accounting brand: Expert lessons from building businessDEPOT
January 19, 2026
- by Drazen Vujovic
Standing out is getting increasingly difficult for accounting firms that offer similar services and comparable technical expertise. However, some firms stick in your mind long after the first meeting, and they do it without flashy campaigns or the big spend. Brisbane-based businessDEPOT is one such firm. Founded by John Knight, the practice built its reputation …
How Content Snare’s UK focus led to a Xero App Awards win (and what it means for your practice)
December 18, 2025
- by Drazen Vujovic
We’re currently preparing a set of 20 MTD-specific templates designed for common UK reporting workflows, so firms don’t need to build requests from scratch. These templates plug straight into existing automation to make recurring MTD work easier to run at scale.
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How to make a client document checklist that actually gets used
December 17, 2025
- by Drazen Vujovic
Spending too much time chasing clients for missing docs? Learn how to create an easy-to-follow client document checklist that actually gets used.
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Tech decision-making in accounting: Lessons from an industry expert
December 10, 2025
- by Drazen Vujovic
According to the latest Intuit QuickBooks Accountant Technology Survey, more than 90% of accountants expect new software solutions to save them time on core compliance tasks like tax returns, bookkeeping, and payroll. But while the potential of accounting tech is clear, the reality is more complicated. Modern practices are flooded with choices and too many …
Client intake software: Top 5 tools to optimize onboarding
December 3, 2025
- by Drazen Vujovic
Discover five client intake software solutions that make onboarding a smoother experience for you and your clients.
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The best software to assist with MTD client data collection
November 26, 2025
- by Drazen Vujovic
Making Tax Digital adds a lot of new reporting requirements to your workflow. Learn how Content Snare helps collect client information and keep your MTD submissions stress-free.
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Monitoring file submissions: How to track which documents your clients have uploaded
November 26, 2025
- by Drazen Vujovic
Not sure how to track document submissions? Learn how to easily track every file your clients have uploaded, and finally get a stress-free view of your project progress.
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Isaac Perdomo’s automation framework for improving accounting efficiency
November 20, 2025
- by Drazen Vujovic
Automation expert Isaac Perdomo of Opzer shares how accounting firms can boost efficiency by clarifying their processes and focusing on simple low-risk automations.
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Collecting client info takes forever? Here's what you need to do
November 11, 2025
- by Drazen Vujovic
Do you feel like collecting client info takes forever? Discover a simple way to collect everything you need quickly and efficiently.
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Chris Davey’s blueprint for accountants in buy-side advisory
November 6, 2025
- by Drazen Vujovic
Accountica founder Chris Davey shares how accountants can move beyond compliance work to build real enterprise value through buy-side advisory, search funds, and exit optimization.
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Why clients don't complete your forms (and how to get them to)
November 4, 2025
- by Drazen Vujovic
Clients never seem to complete your forms? This article explains why it happens, how to fix it, and introduces a tool that makes the whole process easier.
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What to do if clients never send things on time
October 30, 2025
- by Drazen Vujovic
Most clients never send things on time. In this post, we’ll show you that the secret to getting what you need on time is removing friction, not sending more emails.
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Sick of chasing clients for documents? Here’s how to fix it
October 27, 2025
- by Drazen Vujovic
If you’re sick of chasing clients for documents, you’re not alone. Here’s why it keeps happening and how to finally fix it.
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Marketing agency client content collection: Solving the biggest bottleneck
October 23, 2025
- by Drazen Vujovic
Learn why content collection is the biggest bottleneck for marketing agencies and how to solve the problem with structured templates, automated reminders, and client-friendly workflows.
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Liquidation form (questions and template)
October 20, 2025
- by James Rose
Check out this post to see a comprehensive liquidation form. You can access it for free and tailor it in a way that suits your clients.
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Winning with relationships: Trent McLaren’s playbook for accountants (and SaaS)
October 16, 2025
- by Drazen Vujovic
Learn how to build meaningful industry relationships that drive referrals, open doors, and create lasting business advantages from Vinyl founder Trent McLaren.
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How to make a will intake form (+ free template)
October 13, 2025
- by Drazen Vujovic
Check out this post to learn how to create a comprehensive will intake form, or simply use our ready-made template.
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5 requirement gathering tools to optimize your projects
October 8, 2025
- by Drazen Vujovic
Read this post to learn about the best requirement gathering tools that can help you optimize projects and client onboarding.
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Partnership agreement questionnaire (free template)
October 6, 2025
- by Drazen Vujovic
This partnership agreement questionnaire template will help you gather the basic details needed for drafting or reviewing a partnership contract.
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