Glasscubes review
Bottom line
Glasscubes is a client information-gathering portal for UK accounting firms, built to collect documents and answers from clients without logins. Its clearest strength is the reduction in chasing, supported by automated reminders and AI that checks uploads against what each engagement requires. The main cost to watch is the per-user pricing, plus paid support upgrades if a firm needs faster replies or phone access. Firms that spend much of their time chasing clients for records should consider it, while firms looking for a general project or task tool will find it narrower in scope.
What is Glasscubes?
Glasscubes is a client portal for UK accounting firms. It replaces the email threads firms use to collect records from clients for tax returns, audits, year-end accounts, VAT, and payroll. The core problem it addresses is chasing clients for missing paperwork, which pulls staff away from billable work and leaves information scattered across inboxes.
Each request gets its own secure link, so clients upload documents and answer questions without creating an account or remembering a password. For sensitive requests, a one-time code can be sent by email or text. Automated reminders go out on a schedule, and responses are gathered in one place. For personal tax, Glasscubes compares uploads against last year's list, marks each item as submitted, missing or uncertain, and asks clients about gaps. AI Assist can draft replies, extract information into tables, or list income and expenses by category. Follow-up messages stay as drafts until the firm reviews them.
Firms use Glasscubes across personal tax, audit and accounts, payroll, and client portal work. Pricing is set by plan, with a monthly account fee plus a per-user charge. Essential starts at £96 plus £14.40 per user per month, Professional is £144 plus £17.60 per user per month, and Advantage is £288 plus £30.40 per user per month. Monthly billing carries no annual commitment, and firms with more than 50 users are asked to request volume pricing.
What sets Glasscubes apart is its focus on gathering information from clients rather than managing internal projects. Where general collaboration tools organise staff work, Glasscubes is built around the client's side of the exchange, with upload links clients can open without logging in and a white-label portal on the Advantage plan. It holds ISO/IEC 27001 and Cyber Essentials certifications and stores data in at least three locations within the UK. Integrations with Microsoft 365, Microsoft Teams, Docusign, Zoom Workplace, and OneLogin connect it to existing workflows.
Who it's for
- UK accounting firms handling tax returns and audits
- Practices collecting payroll and VAT records from clients
- Firms that want clients to upload without logins
Who should look elsewhere
- Teams looking for a general-purpose project management tool
- Firms that need a free plan to start
- Very large practices needing custom enterprise terms
Typical uses
- Collecting P60s, bank statements, and dividend vouchers for personal tax
- Gathering PBC requests and evidence for audits
- Scheduling reminders for VAT and payroll data
- Sharing a branded client portal under the firm's name
Glasscubes user reviews
No published reviews yet. Be the first.
Glasscubes alternatives and comparisons
Glasscubes is the only document management product we list so far. Browse the category as more are added.