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Glasscubes

Client portal and information gathering platform for accounting firms

Subscription
Pricing model
$96/mo
Starting price
No
Free tier
2008
Founded
https://www.glasscubes.com
Screenshot of Glasscubes

Features

  • Client portal with branded workspace
  • Automated information requests
  • File sharing and document management
  • Approval workflows
  • Automated reminders
  • Discussion threads
  • Task management
  • Audit trails
  • Custom branding

Pros

  • Purpose-built request feature automates chasing clients for documents
  • Established platform with over 15 years of operation
  • Clean, simple interface that clients find easy to use

Cons

  • Limited integrations with accounting-specific software
  • Feature set is narrower than all-in-one practice management tools
  • Pricing not publicly transparent

Glasscubes is a UK-based client portal built specifically for accounting firms. Founded in 2011, it focuses squarely on one problem: getting clients to respond with documents and information faster. The platform has added AI capabilities to flag missing data and automate follow-up, positioning itself against generic file-sharing tools with a purpose-built request workflow.

Who it's for

Glasscubes targets accounting practices across service lines — personal tax, audit, year-end accounts, VAT, payroll, and bookkeeping. The pricing model, GBP-denominated support tiers, and explicit Making Tax Digital (MTD) compliance features make it essentially UK-only in practice. Firms chasing many clients for the same documents (self-assessment season, annual audits) get the most out of it. Customers include Menzies LLP, Ecovis Wingrave Yeats, Lawrence Grant LLP, and Brebners — all UK practices ranging from mid-size to regional.

Core features

The central capability is structured information requests: firms create templates for recurring engagements, send them to clients, and Glasscubes handles automated reminders for overdue items. Clients get a simple portal where they upload files, answer questions, and check off tasks — no account required on their end. The platform tracks completion status across all open requests, giving teams visibility into what's been received and what's still missing.

Beyond request management, Professional and Advantage plans add approval workflows, online forms, file sharing, and discussion threads. All tiers include audit trails. AI features — described as spotting missing data and organising replies — appear to be a recent addition rather than a mature suite.

Pricing

All prices in GBP, billed annually:

  • Essential — £96/month (£14.40/user/month): structured information requests, 500 GB storage, bulk distribution as an add-on, Bronze support
  • Professional — £144/month (£17.60/user/month): adds approvals, online forms, bulk distribution included, 2 TB storage, Silver support
  • Advantage — £288/month (£30.40/user/month): white-labelled client portal, unlimited storage, Gold support

The per-user pricing stacks on top of the base plan fee, so costs rise with team size. There is no free tier, and no self-serve trial is publicly advertised.

Results and limitations

Glasscubes cites a 40% increase in client response rates and 50% reduction in response time among customers, with over 2 hours of internal time saved per client request. Those figures align with the testimonials: audit and tax practices consistently highlight the reduction in email chasing.

The trade-off is narrow scope. Glasscubes doesn't try to be a practice management system — there's no time tracking, billing, CRM, or workflow automation beyond the request lifecycle. Integrations with accounting software (Xero, QuickBooks, IRIS, etc.) are not prominently advertised, which matters for firms wanting automated data sync rather than manual uploads. For practices already running a full practice management stack, Glasscubes works as a client-facing layer on top; for those wanting a single platform, it will feel incomplete.

The client experience is worth noting: clients don't need to create an account to respond to requests. They receive a link, upload their documents, answer questions, and check off tasks. That frictionless access is a deliberate design choice — the fewer steps between sending a request and getting a response, the higher the completion rate. Firms using Glasscubes across multiple service lines (personal tax plus audit, for instance) can maintain consistency in the request process while tailoring templates to each engagement type.

James Whitfield

James Whitfield

Accounting & Finance Editor

Last verified: 2026-02-25

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