Glasscubes

This short video explains how to use the information request tool to gather your client's personal tax information.

<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>.

Personal tax information requests

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