Firms that adopt Glasscubes have experienced:
288+
Reduction in the hours of resources required
50%
Reduction in the time clients respond to requests
40%
Increase in the number of responses from clients
Glasscubes is built for accounting firms that want to stop chasing clients and start processing SA100s more efficiently.
Collecting personal tax information from clients has never been straightforward. It is a process riddled with inefficiencies, predominantly due to outdated, manual processes.
"Client delays cause bottlenecks and workload backs up."
"Information is sent piecemeal, making it impossible to keep everything together."
"Limited reporting makes it difficult to accurately monitor client progress."
I have found Glasscubes to be an easy, user-friendly service, making my job of managing my clients' tax information a breeze. It's easy to navigate and intuitive. Not having to worry about chasing for information or scheduling messages means I have so much more headspace for more important tasks in my job, which positively impacts me personally, my firm, and most importantly, my clients.
debére Advisors to Entrepreneurs
Client information requests become effortless, sent in bulk, automatically personalised, and followed up with built-in reminders. Allowing you to focus on higher-value activity.
Real-time reporting provides instant visibility into client progress, with overdue items automatically flagged. All communication stays in one place. No lost emails, no confusion.
AI instantly extracts and summarises complex client documents, even photos and handwritten notes, saving hours of manual review and ensuring nothing gets missed.
288+
Reduction in the hours of resources required
50%
Reduction in the time clients respond to requests
40%
Increase in the number of responses from clients
Email wasn’t built for gathering client information — it’s messy, insecure, and wastes valuable time.
No auto-chasing or visibility on responses
Scattered threads and lost information
Insecure, limited, and error-prone
Automated reminders and complete responses
Real-time tracking and centralised client communication
AI helps analyse and extract financial information
Audit Senior Manager, Johnston & Carmichael
Glasscubes has 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.
Clear, organised lists to complete.
Secure, auditable, GDPR-compliant communication
No portals. No passwords. Just a simple upload link.
Financial Controller, Aberdeen Science Centre
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.
Can AI read P60s, bank statements and dividend vouchers?
Yes. AI reads and summarises the documents clients upload, including photos and handwritten notes, so your team isn't reviewing them by hand. How AI document checking works.
Can it flag what is missing from a client's tax return information?
Yes. Attach last year's list of items to the request, and as the client uploads, each item is marked as submitted, missing or uncertain. The client is asked about anything missing, and you get a draft follow-up to review.
Can we send self assessment questionnaires to all our clients at once?
Yes. Requests can be sent in bulk and personalised for each client automatically, with reminders until each one is complete.
Do clients need a login?
No. Each request has its own secure link, so clients upload and answer without creating an account or remembering a password. For sensitive requests you can add a one-time code sent by email or text. How upload links work.
Can we see which clients are behind?
Yes. Real-time reporting shows each client's progress, with overdue items flagged automatically.
How much does it cost?
From £96 a month plus £14.40 per user on the Essential plan, excluding VAT, with unlimited client requests. See pricing for the Professional and Advantage plans.
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.
Quick to setup - Simple and intuitive to use -
No training required.