Glasscubes

This video guide walks you through the full Personal Tax Information Request process, from creating a client workspace and sending a request, through tracking responses, using the AI Gap Analysis tool, and verifying that the information is complete and ready for the next stage of the tax return process.

<b>For more on how AI can take the manual work out of gathering client information, see</b> <a href="http://support.glasscubes.com/en/articles/16958441-why-2026-is-the-year-to-let-ai-handle-your-personal-tax-data-gathering">Why 2026 Is the Year to Let AI Handle Your Personal Tax Data-Gathering</a>.

Use this quick help guide to learn how to create, send, and manage Personal Tax Information Requests, track client responses, and complete the process efficiently from start to finish.

Personal Tax Information Requests: Quick Start Guide

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