Still using lengthy email threads to request financial records? This outdated method of collecting information wastes time and makes it nearly impossible to see the status of document collection quickly.

Glasscubes makes file sharing fast and easy. Simply send your clients secure links via email to their unique file request portals where they can upload all the required tax documents. (You can even create and send multiple information requests at once!) Clients can upload files and folders in bulk into the online cloud storage platform.

Happily, once you make your request, there’s no follow-up on your part—simply set the system to automatically follow up with clients until all items are in. You can check progress anytime, at a glance, in the centralized file request portal.

The last thing you want for yourself or your team is to spend time trying to find information to get work done.

With Glasscubes you have a centralized “hub” of information, making it simple for users to find what they need. Its powerful search engine not only looks for document titles that match your query, but also dives into document content. This way, in situations where you can’t recall the document title, you can still conduct a successful search based on file contents.

Glasscubes also has a unique content labeling feature that makes it easy to pull dispersed files of one particular category together (for example, audit workpapers across clients).

Important documents often require sign-offs from a manager or client, but traditional approval processes tend to be slow and tedious.

Glasscubes eliminates all the miscommunication and delays associated with sign-offs, and makes approvals effortless.

Our automated workflow feature allows you to route documents to the appropriate parties (as many as you need!) and request the necessary approvals. The workflow automatically moves information to the next responsible party as soon as the current one signs off. You can also add deadlines, leave room for feedback, and ask for acknowledgement that files have been received and read. (Particularly useful for auditing and compliance purposes!)

Collaboration is a necessity but it can also be a nightmare. Is that file that landed in your inbox a few days ago still the most recent version—or have changes been made by someone else since it was initially sent?

Every file that’s uploaded to Glasscubes is automatically version controlled so users can be confident they have the latest and most accurate information available to them. It also provides a detailed audit trail of activity to help your team collaborate more effectively.