A client portal when you need it, and a frictionless alternative when you don’t

Glasscubes combines a portal for clients who require one, with a simple, secure way to gather information for everyone else, keeping engagements organised, complete, and efficient at scale

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Recognised as a leader by experts

If this sounds familiar, you need Glasscubes

Traditional client portals often fail because they add friction; clients have to remember logins, navigate a separate system, and change their habits, so adoption stays low, and information still comes in by email.

It’s basically a document drop-box with a login barrier; there’s no real workflow, chasing, or visibility.

It doesn’t prompt clients for a complete response, so we end up chasing missing pieces.

The portal looks good on paper, but clients don’t use it, they just email us anyway.

We would recommend Glasscubes

More and more data is being processed and shared between stakeholders digitally. A best-in-class system is critical to successfully engage with your stakeholders and client base. For that reason, we would recommend Glasscubes.

Ewan Bolt

Head of Digital Solutions, Johnston Carmichael

Main advantages

Information in, on time

Stop relying on email threads to chase and piece things together. Glasscubes automates secure client information collection with smart reminders, so you get everything in one place, on time. With real-time status visibility for every requested item, your firm reduces follow-ups, avoids gaps, and frees up hours per client for higher-value work.

Real-time visibility across every client

Ever think you’ve got everything you need from a client, only to find a key document missing? Glasscubes gives you a single, real-time view of every client request, so you instantly see what’s in, what’s outstanding, and what's ready to start, helping you hit deadlines and plan resourcing with confidence.

Seamless handoffs without losing context

When client information lives in email threads, handovers get messy and work stalls. Glasscubes keeps every document, request, and conversation in one place, with clear delegation and shared visibility, so you can reassign work confidently, and you both stay in sync without anything getting missed.

The results

Firms that adopt Glasscubes have experienced:

200%+

Increase in client adoption

50%

Reduction in the time clients respond to requests

40%

Increase in responses to client requests for information

Our users

Firms doing great things with Glasscubes

Glasscubes has transformed our audit request process. It's really streamlined it. It's saved us and our clients a lot of time.

Annabel Wilson

Audit Associate, Ecovis Wingrave Yeats

We are seeing a 40% uptick on information being received, which makes a huge difference to December and January deadlines.

Conor McManus

Private Client Tax Senior Manager, Menzies LLP

The phrase "game changer" is used quite a lot, but for our practice, Glasscubes has been a game changer. It really has made a massive difference.

Matthew Portess

Managing Director, Appleleaf Accountancy & Tax

I would definitely rate Glasscubes a 10 out of 10. I'd highly recommend it to tax advisors and accountants. It's great software.

Roshan Patel

Tax Senior, Lawrence Grant LLP

We found it's really improved audit efficiency and clarity with clients, providing visibility over what's been provided or not.

Tom Stork

Audit Manager, Brebners

Clients like it. They like the look of it. They like the feel of it. It makes things easier for them, as well as for us.

Ollie Turner

Tax Partner, Verallo Advisory LLP

We have seen an immediate impact in terms of clients providing information in a more timely manner.

Harrison Pleasance

Senior Tax Manager, Haslers

We've saved so much time using Glasscubes. Everything is stored in one place, which has helped us out massively.

Teigan Risley

Tax Assistant, Leavitt Walmsley Associates

It's a streamlined service and customer friendly. Just click to access without having to remember a password.

Freddie Holland‑Oliver

Tax Assistant, Warrener Stewart

I do really like the software. Nice and simple, does what it says on the tin, kind of thing. Definitely have a look at it.

Alison Habebi

Outsourcing Manager, Haines Watts

There's so much more the tool does than just sending a request to someone and getting something back.

Jason Marden

Digital Transformation Project Manager, PKF Smith Cooper

Clients are already asking us to send them the new links for the new tax year, which is quite amazing.

Keshav Dindoyal

Tax Supervisor, Berg Kaprow Lewis LLP

I would highly recommend using Glasscubes if you are looking for an information requesting system. It has been brilliant.

Peter Cowan

Senior Audit and Accounts Manager, Hall Morrice LLP

Email is too easily manipulated these days, Glasscubes is a brilliant solution to share information more securely.

Sarah Inkley

Accountant, Above Title Production Finance

I would recommend using Glasscubes for the time saving alone, but also to receive records in the same way each time.

Sophie Montgomery

Business Manager, TaxAssist Accountants

We're getting quicker responses from clients and our team like the transparency of having everything in one place.

Steve Baxter

Audit Manager, MGI Midgley Snelling

All of our clients have been very receptive to Glasscubes and appreciate the added security it provides them.

Chris Potts

Corporate Finance Director, PKF Francis Clark

Our team and our clients are comfortable with Glasscubes, it's something that everyone enjoys using.

Philip Mowat

Audit Senior Manager, Johnston Carmichael

A smarter alternative to email

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

Better for you

Automated reminders and complete responses
Real-time tracking and centralised client communication
AI helps analyse and extract financial information

Philip Mowat

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.

Better for clients

Clear, organised lists to complete.
Secure, auditable, GDPR-compliant communication
No portals. No passwords. Just a simple upload link.

Shazia Rana

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.

Client feedback

Based on 547 reviews on

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.

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

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

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