Trusted by high-performing firms - big and small
"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
The bulk distribution of client information requests becomes effortless using automation. Client's tax checklists, or personalised aide-mémoire, are extracted from your practice management systen and sent without any manual effort. Automated reminders chase clients, allowing you to focus on higher value activity, while ensuring client’s information is returned well before the deadline. All of which helps alleviate the end of year rush.
Traditional methods of tracking are rendered obsolete with real-time reports, which provide a comprehensive overview, eliminating the need for error-prone manual tracking. A quick glance offers clarity on the status of your client queries, highlighting anything that’s overdue.
Consolidation is the key. Instead of scattered email threads, across multiple team member’s inboxes, a unified tool aligns all communications and queries to the original request. The result is to save you time, minimize redundancy, and ensure transparency across the team.
|Email doesn’t chase late or missing items for you.|
|Information is returned in multiple email threads and across multiple team members.|
|Time consuming to collate information across the team for any given tax return.|
|There’s no clear 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.|
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.