Please introduce yourself and describe your role within the firm.
My name's Sophie. I work at TaxAssist Accountants. I've been an accountant for 15 years and I've been with this firm for 12 years now. My main role is looking after the business, all the business processes, making sure that everything's running smoothly within the company.
Before using Glasscubes, how did you request information from clients, and what problems or frustrations did that cause?
We found it really consuming, really time consuming and all the staff used to dread it. It would be, you know, they'd dread me ringing them to ask them to request the work in. It would take a solid week of their time so yeah, it was a very unproductive week when they were having to do that.
Please describe working with us. How has Glasscubes helped you, your firm, and/or your clients?
Working with Glasscubes has been a success for us. The work's coming in quicker and it's coming in a lot more efficiently because of the criteria set within the requests that we're doing in the first place. It's also saved the staff a lot of time, so internally getting that time back to be able to spend actually working with the clients as opposed to just requesting the information, it's a win for us.
How likely are you to recommend us, and why should anyone watching this act now?
I would 100% recommend using Glasscubes alone for the time saving, but also on top of that there's a huge benefit in receiving records in the same way each time, and I found that it's sped up the time that it takes to get that information from the clients, so it's absolutely recommended from our end.
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