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Forget about chasing clients for information and tracking it all as it comes in (or doesn’t)—we’ll do it for you! Our platform automates document collection. Simply send your clients secure links to their unique file request portals where they can upload all needed tax documents.
Glasscubes file request portals are designed with visibility in mind. They clearly show the list of documents your team needs, along with a status indicator that updates automatically according to whether the item has been received or remains outstanding. For example, you may want reminder messages closer to filing deadlines to be more, shall we say, persuasive. Using automation can save you up to two hours per client—that’s time better spent on accounting tasks!
Worried your clients won’t get on board?
We’ve made it just as easy for them as we have for you. In fact, our portal is so frictionless that clients don’t even have to log in, if you don’t require it.
Your clients will readily use our portal and turn documents in faster because they can:
It’s secure, uncomplicated, and hassle-free.
Ever thought you had all the tax documents you needed from a client only to realize something is missing? It’s bound to happen when you have hundreds of accounts to keep track of.
With Glasscubes client portal you can monitor the progress of all your accounts in real time in just one place.
Via a centralized file request portal, you can quickly see which client tax returns you can start working on, how many clients have outstanding items, and which items you still need to secure.
This level of visibility not only helps you meet deadlines but also gives you the information you need to make important decisions around employee scheduling and workflows.
Like most accounting firms, your team probably spends more time looking through email chains for the files they need than completing and filing income taxes.
We help you do fewer administrative activities and more accounting work with our centralized file request portal.
When information is scattered across email chains, it’s difficult to hand off clients to different team members.
Our centralized file request portal ensures team members are able to easily see all the documents each client has uploaded so you can maintain workflow flexibility.
The portal also clearly indicates whether an account has been delegated from one team member to another. This feature is useful for when the point person on the client team either doesn’t have access to the files needed or feels more comfortable with letting a team member with relevant experience review and deliver a particular tax document.
Once delegated, all communication related to that item is sent to both the original assignee and the delegated party—think of it like an email CC.
You know the headache of replying to long email chains that quickly split off into multiple topics. In the file request portal, each checklist item has its own chat window for discussion.
So whether it’s been a day or a month since the last message, your team and the client can easily refer back to the conversation and reach a resolution.
A centralized conversation portal saves time, calls attention to important communication threads, and avoids duplicate client requests.
Compared to other client portals for accountants, Glasscubes consistently gets high marks from users for its ease of use. Our software reviews frequently reference the platform’s simple navigation and user-friendliness, as well as our exceptional customer support. We also pack an extraordinary number of features into our software that support simplicity, such as an easy—but still secure—alternative to logging in (when those pesky passwords become elusive) and automated client email reminders.
The basic option allows you to send up to 10 reminders on a simple schedule, but with advanced options, the sky’s the limit. You can send an unlimited number of reminders with any frequency or on specific days of the year. You can also customize the messages for each reminder, for example, to indicate greater urgency to meet upcoming deadlines.
Nope, there is no limit on the number of information requests you may send to clients in the portal.
Again, no—file sizes are not constricted.
Can you guess how we feel about limits? No, there is no limit on how much information you can store in the portal.
What else would you expect? It’s super easy to get set up on Glasscubes! There’s no training required, and our team does the “heavy lifting” for you on our onboarding call. On that 30-minute call, we learn about your team composition and workflows, then do the initial configuring so you don’t have to.
We’ll also do a quick run-through of how to make file requests and whatever else you want to know about the portal. Most teams are able to expertly navigate around our portal after this initial call.
Glasscubes is a subscription-based solution with a 30-day free trial. Try it out within the free trial time frame and determine whether it’s a good fit for your firm. If we’re a good match, you can then opt for either a month-to-month commitment or purchase an annual subscription to lower your yearly cost.
We’re glad you asked! Go ahead and schedule a free, quick demo of Glasscubes to see how its features can save your accounting team time and headaches.
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. Really.