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
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
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
Everything in, on time, with total visibility and seamless handoffs
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.
Our users
Firms doing great things with Glasscubes
A smarter alternative to email
Email wasn’t built for gathering client information — it’s messy, insecure, and wastes valuable time.
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No auto-chasing or visibility on responses
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Scattered threads and lost information
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Insecure, limited, and error-prone
Better for you
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Automated reminders and complete responses
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Real-time tracking and centralised client communication
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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
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Clear, organised lists to complete.
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Secure, auditable, GDPR-compliant communication
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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 portal FAQ
Questions firms ask about a client portal
Do clients need an account or a password?
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.
Do clients need to download an app?
No. Clients open their request in the web browser they already use. There is nothing to install.
Can we see what each client still owes us?
Yes. Every requested item has a status, and one real-time view shows what is in, what is outstanding and what is ready to start, across every client.
Does it chase clients automatically?
Yes. Reminders go out by email, and by text if you switch it on, before and after the due date, and stop once the client has completed the request. How automatic reminders work.
Where is client data hosted?
In the UK. All data is synchronised and stored in at least three separate locations, miles apart and all in the UK. Glasscubes is ISO/IEC 27001 certified by CfA, a UKAS-accredited body, and Cyber Essentials certified by IASME. See our security page.
Can the portal carry our firm's branding?
Yes. The Advantage plan includes a white-labelled client portal. See pricing.
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.
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