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Accounts: Best Practice

This short video outlines best practices to help streamline and optimise your end-of-year account processes with Glasscubes.

Updated this week

Discover key insights to optimise your end-of-year account processes and maximise the platform’s potential. Learn best practices for requesting client information to streamline workflows and enhance efficiency.

Extra resources to ensure success with Glasscubes:

Outlook Add-in: Use the Outlook Add-in to quickly access and update information requests on your account from Outlook.

AI Assist: Enhance your productivity with Glasscubes AI Assist

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