Glasscubes

Streamline client communications
and empower your team to focus on value activity.

Glasscubes is a simple tool that helps accounting professionals gather client information more efficiently. Whether it be tax, audit, accounts or VAT, the goal is to unlock resources and reduce cost.

Recognised as a leader by experts

Traditional methods of information gathering are fraught with challenges: GDPR concerns, duplication of requests, lack of data verification, and the confusion of managing multiple communication threads. Client portals, once thought to be the ultimate solution frequently underperform, achieving low levels of client engagement.

If this sounds familiar, you need Glasscubes

Our client experience suffers due to inefficiencies caused using email and phone to gather their information.
Client delays result in bottlenecks causing workload to back up, resource management issues and increased cost.
Hitting deadlines becomes challenging when information is sent in a piecemeal fashion to different team members.
Missed communications, duplicate requests, and limited visibility of progress makes workload management problematic.
Team members invest time in low value activity, as they chase clients to gather their information.

Glasscubes saves busy accounting firms time and effort by gathering client information more efficiently to streamline their processes.

"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

Harness the power technology with an information request tool that is as easy to use as email.

Auto-channelled Communication

Control and organise a myriad of client-firm communications. Whether it's requests for audit or tax-related data the process needs an organised structure to eliminate the chaos of email. With focused communication, both parties can reduce confusion and duplication, to ensure that every piece of data is appropriately allocated.

 
 

Visibility

A transparent system is an efficient one. Both the firm and its clients should have a clear view of the data exchange process. This clarity ensures timely responses, reduces stress, and instils a sense of trust and confidence in the system.

Automation

In an industry driven by deadlines, proactive nudges can be a game-changer. An automated reminder system not only ensures timely data submission by clients, but also alleviates the manual tracking burden for accountants.

 

Firms doing great things with Glasscubes

A more cost effective and efficient way than by email.

So, what’s the problem with email?

Information is returned in multiple email threads and across multiple team members.
Time consuming to collate information across the team for any given process.
There’s no clear visibility of whether emails have had a response or not.
Often requests for information is duplicated by different members of the team.
There is a limit to the quantity, or size, of files that can be sent.
Email doesn’t chase late or missing items for you.

Better for you

  • A tool that leads to a full collated and comprehensive response from clients.
  • Automated reminders that’ll chase clients save you significant amounts of time.
  • Responses cannot get misplaced, or missed, in a busy inbox across the team.
  • Responses and queries can be handled by other members of your team with everyone on the same page.
  • A real time, visual progress report, enabling you to see clearly outstanding requests or queries.
  • No more hunting for information. All correspondence is contained within each request.

Better for clients

  • No user or passwords needed.
  • An organised list that’s easy to see what's outstanding and what have queries against.
  • Any queries are dealt with quickly, promoting confidence in your firm and less time involved.
  • As simple and convenient to use as email but with a professional look and feel.
  • Secure, encrypted, and GDPR compliant, for peace of mind for your firm and client.
  • No uncomfortabe discussions around cost due to late supply of information.

Firms that adopt Glasscubes have experienced:

50% 38% 30%
Reduction in response time receiving client information Increase in responses to client requests for information Increase in enjoyment :-)

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 file size.
  • Dedicated on-boarding assistance.
  • Telephone support.
  • No annual commitment.

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

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