Glasscubes

STREAMLINED INFORMATION GATHERING FOR ACCOUNTANTS

Still Relying on Emails to Request Client Information?
It’s Time to Upgrade!

Glasscubes is a simple but powerful tool that transforms client engagement. It saves accountants time while delivering faster, higher-quality responses that prevent workload bottlenecks.

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If this sounds familiar, you need Glasscubes

It's frustrating having to constantly chase clients for their information.
Clients often send information piecemeal to multiple team members, causing confusion.
Inadequate reporting impeds our ability to monitor client requests effectively.
Missed communications, duplicate requests, and unclear status updates are commonplace.
My workload backs up when clients don’t send the information I need on time.
Clients often use email instead of our client portal, complicating communication.
We don't have a secure, GDPR-compliant method of exchanging client information.

Saved us around 288 hours!

Prior to using Glasscubes, our whole team was involved in contacting our clients, multiple times a year to request their records. We started using Glasscubes this tax year and to date it has saved us around 288 hours of resource, allowing our staff to proceed with the actual work. Will definitely be using again in future years.

Sophie Montgomery - TaxAssist Accountants

Sophie

Glasscubes streamlines client information gathering, making it faster, more organised, and transparent than email.

Accelerate Workflows with Automated Reminders

Move your workload forward faster with automated reminders that chase clients for outstanding items. This not only frees up a substantial amount of time for you and your team but also encourages clients to send their information earlier.

We're getting quicker responses from clients by asking for information via Glasscubes rather than what we used to do via emails. I would definitely recommend the use of Glasscubes.


Steve Baxter
Audit and Accounts Manager, MGI Midgley Snelling

Glasscubes it's really slotted into our audit process and it's been of great benefit to us and to our clients as well I think Glasscubes really acts as a focal point for the audit, helping with the provision of information as well as setting out a clear timeline at the outset.


Philip Mowat
Audit Sennior Manageer, Johnston & Carmichael

Optimise Efficiency with Real-Time Reporting

Real-time reporting and tracking empower your team to monitor client information requests seamlessly, allowing you to focus on high-value tasks. With automatic status updates, you can process items as they arrive, speeding up workflows for large requests like audits.

Streamline Client Communication to Save Time

Glasscubes automatically keeps all your client’s responses and queries together, along with the original request – no matter which team member responds. Save significant amounts of time and reduce the risk of overlooked communication, duplicate client requests, or the use of wrong information, which could lead to extended turnaround times, or in the worst case, fines.

I am using this to coordinate with the accounting firm for our annual audit, so far i have found this very interactive and with notification features, it keeps me on track with my outstanding tasks. I will highly recommend this.


Shazia Rana
Financial controller, Aberdeen Science Centre

Firms that adopt Glasscubes have experienced:

40% 50% 2
Increase in responses to client requests for information Reduction in response time receiving client information Hours of internal time saving per client request

A smarter, faster way of gathering client information than by email.

So, what’s the problem with email?

Email doesn’t chase late or missing items for you.
Information is returned in multiple email threads.
It’s too easy to send information to the wrong person by mistake.
There’s no visibility of whether emails have had a response or not.
Finding specific information in mountains of email is time consuming.
There is a limit to the quantity, or size, of files that can be sent.

Better for you

  • Automated reminders that’ll save you significant amounts of time.
  • A tool that enforces a full and comprehensive response.
  • Responses cannot get misplaced, or missed, in a busy inbox.
  • It’s easy to delegate responses to other members of your team.
  • A real time, visual progress report, that puts you in control.
  • No more hunting for information, everything in one place.

Better for clients

  • An organised list that’s easy to complete.
  • A secure channel to communicate with you and your team.
  • Eliminate the possibility of sending information to the wrong person.
  • Secure, encrypted, and GDPR compliant, for peace of mind.
  • Easily delegate items for others to contribute.
  • As simple and convenient to use as email.
Trustpilot

Monthly subscription

Glasscubes is an easy-to-use tool, for busy accounting professionals, who want an efficient way of gathering client information, to keep their work moving forward.

  • Automated reminders that get a response.
  • Realtime visibility across all clients.
  • Unlimited client requests.
  • Unlimited storage.
  • No limit on or file sharing.
  • Dedicated on-boarding assistance.
  • Telephone support.
  • No annual commitment.

Quick to setup - Simple and intuitive to use - No training required.

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