A faster, more consistent way to gather client information across the whole firm

Glasscubes unifies information gathering across every service line, driving firm-wide efficiency and a consistent delivery model, while preserving a personalised, high-touch client experience at scale.

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Recognised as a leader by experts

If this sounds familiar, you need Glasscubes

Traditional information gathering is riddled with inefficiencies and risk; GDPR concerns, duplicated requests, little to no data verification, and the headache of tracking multiple email threads. Even client portals, once positioned as the answer, often fall short in practice, with low engagement leaving firms stuck in the same cycle of manual chasing.

"We’re still gathering client information via email and phone, so things get missed, duplicated, and are hard to track. It’s a messy experience."

"When clients respond late or piecemeal to different people, it creates bottlenecks, pushes work back, and drives up delivery costs."

"We spend too much time chasing and too little time doing chargeable work, because we don’t have clear visibility of what’s outstanding."

Glasscubes has been a game-changer!

Before using Glasscubes we didn't have any form of structured way of requesting information from clients. This was a real problem for us as it created bottlenecks in our workflow. Glasscubes has been a game-changer. It has really made a massive difference to us, alleviating staff overwhelm and making clients far more engaged with us. It also shows that we're a proactive practice, which is where we want to be. The whole process of working with Glasscubes has been absolutely flawless.

Matthew Portess

Managing Director, Appleleaf Accountancy & Tax

Main advantages

Harness technology with an information-request tool that’s as simple as email, but far more powerful

Auto-channeled communication

Bring all client information gathering into one structured flow across every service line. Glasscubes automatically routes requests and responses to the right engagement and team, cutting email chaos and duplication while giving clear visibility on what’s outstanding, so delivery stays controlled, and clients get a smoother experience.

Firm-wide visibility

End-to-end transparency makes client information gathering predictable. Glasscubes shows, in real time, what’s been requested, received, and still outstanding, eliminating guesswork and last-minute surprises. The result is faster responses, lower delivery risk, and greater client trust.

Deadline protection, built-in

In a deadline-driven firm, automated follow-ups keep work moving and prevent firefighting. Glasscubes nudges clients for outstanding information automatically, cutting bottlenecks, protecting deadlines, and freeing capacity for higher-value work.

The results

Firms that adopt Glasscubes have experienced:

50%

Reduction in response time receiving client information

40%

Increase in responses to client requests for information

100%

Happier employees :-)

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

Glasscubes have been extremely easy to work with and very responsive whenever we've needed support. Their team's approachable and quick to reply.

Shania Fox

Client Service Coordinator, UBT Accountants

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 hundreds of client reviews

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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