How do you gather information from clients? Are you still using email? Sure, it's fine. Your emailing them, all of them. It's just the response times can be a bit um and your workload can back up like... but I'm sure a few gentle reminders and file size permitting you get a neat bundle of information from different people at random times across various email threads. So I guess, stay calm don't miss anything keep on top of your queries don't email the wrong person keep a tally of who's been sent what and those deadlines should see to themselves. Or you could drop all your information requests into Glasscubes where they stay secure and connected to everyone and all the chasing and tracking is automated. No emails! It keeps on top of everything for you. You or anyone in your team can monitor progress in real time in just one place. It's digital, but you don't have to be digital to find this a doddle. Let me share my screen. Glasscubes saves busy accounting professionals time and effort by gathering their client information more efficiently. Clients are sent an easy to follow live checklist. It emails them reminders of outstanding items before the deadline. Like emails, clients don't have to login to respond and it then checks the items off as they drop them in. You can OK those you're happy with, or raise a query against any of those you're not, which they can easily respond to all in the same place. So you, your team, and your client can all be clear about what's missing, awaiting approval, or complete. You save up to two hours per client, get everything in half the time, and everyone's happier for it. So it's goodbye bottleneck and hello Glasscubes. Easy to set up. No training required. Let us talk you through it.
